Microsoft Dynamics 365 Field Service Training (MB-240)

Microsoft Dynamics 365 Field Service Outline

• 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