Course MB-240T00-A: Microsoft Dynamics 365 Field Service

Microsoft

Course MB-240T00-A: Microsoft Dynamics 365 Field Service

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Dynamics 365 Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This course helps students better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals.

Audience Profile

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

Prerequisites

Course outline

Module 1: Configure Field Service

Module Overview

In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.

Lessons

Introduction to configuring Field Service
Defining products and services
Defining tax codes

Lab Sessions

Configure Dynamics 365 Field Service

Lab Lessons

Map Configuration
Configure Dynamics 365 for Field Service
Create Service Based product, and Add to Price List

After completing this module, students will be able to:

Create and manage products and services.
Configure tax codes for your organization.

Module 2: Resource Scheduling Configuration

Module Overview

In this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.

Lessons

Mapping and location information
Configuring resource components
Defining account preferences

Lab Sessions

Skills and characteristics

Lab Lessons

Configure Dynamics 365 for Field Service Skills and Characteristics

After completing this module, students will be able to:

Configure resource scheduling for your organization.
Define account preferences.
Enable location mapping.

Module 3: Defining and Configuring Bookable Resources

Module Overview

In this module, we will learn how to create and manage bookable resources, including resource pools and crews.

Lessons

Defining bookable resources
Resource pools, crews and facilities

Lab Sessions

Resource configuration

Lab Lessons

Resource Configuration

After completing this module, students will be able to:

Define bookable resources.
Create pools and crews.
Manage facility records.

Module 4: Configure Incidents

Module Overview

In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.

Lessons

Creating an incident
Using service tasks

Lab Sessions

Incident types

Lab Lessons

Create an Incident Type called Printer Installation
Test your Configuration Settings

After completing this module, students will be able to:

Create an incident for common service tasks.
Schedule using incidents.

Module 5: Inventory and Work Order Management

Module Overview

In this module, we will learn how to create and use work orders to schedule resources.

Lessons

Configure Field Service work orders
Creating work orders
Managing work orders

Lab Sessions

Work order management

Lab Lessons

Generating Work Orders

After completing this module, students will be able to:

Configure work orders.
Schedule resources using work orders.

Module 6: Field Service Agreements

Module Overview

In this module, we will introduce agreements, and learn how to configure them for your organization.

Lessons

Using Field Service agreements
Set up bookings
Set up invoices

Lab Sessions

Agreements

Lab Lessons

Create Field Service related products, and add to Price List
Create an Agreement

After completing this module, students will be able to:

Use an agreement to schedule work orders.
Generate invoices for customers.

Module 7: Inventory and Purchasing

Module Overview

In this module, we will learn about management of customer assets.

Lessons

Manage customer assets
Manage inventory
Purchasing and returns

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Create customer asset records.
Manage inventory, purchasing and returns.

Module 8: Field Service Mobile

Module Overview

In this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.

Lessons

Mobile client overview
Install and deploy Field Service mobile projects
Manage mobile projects
Deploy the mobile client

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Manage mobile projects.
Install and deploy the mobile client.
Describe the value of the mobile app for a mobile workforce.

Module 9: Universal Resource Scheduling

Module Overview

In this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.

Lessons

URS overview and configuration
Enabling entities for URS
Customize entities for URS

Lab Sessions

Managing schedules

Lab Lessons

Configure supporting resources, roles, and skills
Create a new work order using an incident type
Schedule the work order using the schedule board

After completing this module, students will be able to:

Describe Universal Resource Scheduling.
Enable an entity for URS.

Module 10: Managing Scheduling Options

Module Overview

In this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.

Lessons

Using the schedule board
Schedule items
Rescheduling and substituting resources
Crew and pool scheduling

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Configure and use the schedule board to schedule resources.
Reschedule work orders.
Substitute resources.

Module 11: Customizing the Schedule Board

Module Overview

In this module, we will learn how to configure the schedule board to best meet the organization or scheduler’s needs.

Lessons

Configure the board
Create additional schedule boards
Use views to enhance the schedule board
Configuring schedule board queries and filters
Working with requirement groups

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Customize the schedule board.
Create additional boards
Add views to a schedule board.

Module 12: Advanced Scheduling Options

Module Overview

In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.

Lessons

Working with resource scheduling optimization
Defining optimization goals
Defining optimization scopes
Defining optimization profiles
Single resource scheduling

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Define optimization for an organization.
Schedule single resources.

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