MB-240 Microsoft Dynamics 365 Field Service

Základní info

Popis kurzu

Dynamics 365 for 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


Dynamics 365 for 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

Obsah kurzu

Module 1: Configure Field Service


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


you will be able to:



  • Create and manage products and services

  • Configure tax codes for your organization


Module 2: Resource Scheduling Configuration


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


you will be able to:



  • Configure resource scheduling for your organization

  • Define account preferences

  • Enable location mapping


Module 3: Defining and Configuring Bookable Resources


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


you will be able to:



  • Define bookable resources

  • Create pools and crews

  • Manage facility records


Module 4: Configure Incidents


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


you will be able to:



  • Create an incident for common service tasks

  • Schedule using incidents


Module 5: Inventory and Work Order Management


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


you will be able to:



  • Configure work orders

  • Schedule resources using work orders


Module 6: Field Service Agreements


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


you will be able to:



  • Use an agreement to schedule work orders

  • Generate invoices for customers


Module 7: Inventory and Purchasing


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


Lessons



  • Manage customer assets

  • Manage inventory

  • Purchasing and returns


you will be able to:



  • Create customer asset records

  • Manage inventory, purchasing and returns


Module 8: Field Service Mobile


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


you 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


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


you will be able to:



  • Describe Universal Resource Scheduling

  • Enable an entity for URS


Module 10: Managing Scheduling Options


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


you will be able to:



  • Configure and use the schedule board to schedule resources

  • Reschedule work orders

  • Substitute resources


Module 11: Customizing the Schedule Board


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


you will be able to:



  • Customize the schedule board

  • Create additional boards

  • Add views to a schedule board


Module 12: Advanced Scheduling Options


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


you will be able to:



  • Define optimization for an organization

  • Schedule single resources


 

Předpoklady

Basic understanding of Dynamics 365 features, functionality, and navigation.

Studijní materiály

V angličtině

MB-240 Microsoft Dynamics 365 Field Service

Vybraný termín:

13.12.2021  Bratislavský kraj

Cena

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