MB-240T00 Dynamics 365 for Field Service

1 - 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
• Create work orders with Field Service in Outlook
• Work with incidents
• Scheduling considerations
• Work with inventory and warehouses
• Customer assets

2 - Define agreements in Dynamics 365 Field Service

• Create agreements
• Booking setups
• Define a recurrence pattern
• Define invoices
• Activate the agreement

3 - Use service-level agreements and entitlements in Dynamics 365 Field Service

• Price lists
• Create an entitlement
• Create a work order and add work order products and services
• Entitlement conflicts
• Service-level agreements for work orders
• Create service-level agreements

4 - Incident types in Dynamics 365 Field Service

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

5 - Inspections in Dynamics 365 Field Service

• Create inspections
• Associate inspections
• Perform inspections

6 - Customer assets in Dynamics 365 Field Service

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

7 - 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

8 - 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

9 - 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

10 - Deploying Resource Scheduling Optimization

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

11 - Use Resource Scheduling Optimization for Dynamics 365 Field Service

• Resource Scheduling Optimization scenarios
• Use RSO from the schedule board
• Work with locked bookings and resolve conflicts
• Single resource scheduling
• Troubleshooting tips

12 - 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

13 - 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
• Configure Field Service settings

14 - 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
• Create work orders with Field Service in Outlook
• Work with incidents
• Scheduling considerations
• Work with inventory and warehouses
• Customer assets

15 - Define agreements in Dynamics 365 Field Service

• Create agreements
• Booking setups
• Define a recurrence pattern
• Define invoices
• Activate the agreement

16 - Use service-level agreements and entitlements in Dynamics 365 Field Service

• Price lists
• Create an entitlement
• Create a work order and add work order products and services
• Entitlement conflicts
• Service-level agreements for work orders
• Create service-level agreements

17 - 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

18 - 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

19 - 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

20 - Get started with making Remote Assist calls

• Remote Assist users and roles
• Compare different device options
• Make Remote Assist calls
• Get answers to questions

21 - 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

22 - Explore Dynamics 365 Field Service

• Describe use cases for Dynamics 365 Field Service
• Explore a Dynamics 365 Field Service business scenario
• Describe the work order lifecycle
• Describe incident types and service tasks
• Describe Copilot in Field Service
• Describe inspections in Dynamics 365 Field Service
• Describe the Dynamics 365 Field Service mobile app
• Describe the Dynamics 365 Field Service app for Outlook for work order creation and scheduling

23 - Describe Dynamics 365 Field Service scheduling capabilities and related apps

• Describe resource and scheduling processes
• Explore a Dynamics 365 Field Service-related apps business scenario
• Describe asset management and customer assets
• Describe Connected Field Service for Dynamics 365