MB-240T00 Dynamics 365 for Field Service

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Course Overview

Learn how to effectively configure a Dynamics 365 for Field Service implementation to maximize the tools and features available to efficiently manage a mobile work force.

Who Should Attend

This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

Course Outline

1 - Configure Microsoft Dynamics 365 Field Service

  • Key Field Service configuration considerations
  • Define Field Service products and services
  • Work with work order types, territories, and status settings
  • Resolutions
  • Define incident and service task types
  • Define account preferences

2 - Configure bookable resources in Dynamics 365 Field Service

  • Overview of bookable resources
  • Setup and configuration
  • Define bookable resources
  • Work with crews, facilities, and pools
  • Configure entities for URS

3 - Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service

  • Schedule multiple resources and facilities
  • Define resources
  • Work with fulfillment preferences
  • Work with requirement groups
  • Crew facility resource pool scheduling

4 - Work order management in Dynamics 365 Field Service

  • Overview of the Field Service work order lifecycle
  • Create and define work orders
  • Work with work order-related records
  • Work with incidents
  • Scheduling considerations
  • Work with inventory and warehouses
  • Customer assets

5 - Incident types in Dynamics 365 Field Service

  • Define incident types
  • Create incident types
  • Use incident types

6 - Inspections in Dynamics 365 Field Service

  • Create inspections
  • Associate inspections
  • Perform inspections

7 - Manage scheduling options in Dynamics 365 for Field Service

  • Overview of scheduling capabilities
  • Overview of the schedule board
  • Schedule and reschedule
  • Reschedule and move items

8 - Customize the schedule board in Dynamics 365 Field Service

  • Work with multiple schedule boards
  • Schedule Board options
  • Design and use views with the Schedule Board
  • Configure schedule board filter queries

9 - Deploying Resource Scheduling Optimization

  • Resource Scheduling Optimization overview
  • Setup and deployment options
  • RSO configuration options
  • Define optimization goals
  • Define optimization scopes
  • Define optimization schedules

10 - Get started with the Dynamics 365 Field Service Mobile application

  • Deploy the mobile application
  • Work with the mobile application
  • Service customer assets
  • Work offline and update offline data
  • More mobile application capabilities

11 - Customize and configure the Dynamics 365 Field Service Mobile application

  • Edit the mobile application
  • Offline configuration
  • Barcode scanning and global search
  • Audit locations
  • Configure push notifications

12 - Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

  • Application setup and user configuration
  • Make Remote Assist calls for Field Service work orders
  • Make Remote Assist calls
  • Use Field Service bookings on a HoloLens device

13 - Customer assets in Dynamics 365 Field Service

  • Create customer assets
  • Associate customer assets
  • Set up customer asset hierarchies
  • Use functional locations

14 - Set up Field Service to create work orders from IoT data

  • Installation and setup
  • Configure Connected Field Service
  • Device data
  • Visualize device readings
  • IoT alerts
  • Mobile app

15 - Create custom apps for Dynamics 365 Field Service

  • Create apps from Power Apps
  • Deploy the customer experiences portal
  • Customize Dynamics 365 Field Service
  • Universal Resource Scheduling
  • Set up and customize schedule boards

16 - Gather customer feedback with Dynamics 365 Customer Voice

  • Create a project by using the support template
  • Customize email templates with survey variables
  • Configure Power Automate to send surveys after a case is resolved
  • Create surveys for omnichannel surveys and satisfaction metrics
  • Set up post chat surveys

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Class Dates & Times

Class times are listed Eastern time
‘GTR’ = Guaranteed to Run

This is a 4-day class

Price: $2,495.00

Class dates not listed.
Please contact us for available dates and times.