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Microsoft Dynamics 365 Field Service Training (MB-240)
Level: Intermediate
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
This course will equip students with the skills necessary to execute, identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying what a typical work order lifecycle looks like as well as the organizational considerations that will drive configuration decisions. Additionally, this course will focus on components that are commonly used in relation to work orders including agreements, inventory components, purchasing, and mobility strategies.
This course helps students better understand the bigger picture and end goals focused around work order delivery and execution that aid in designing more efficient solutions that align with customer and organizational goals.
Any organization that requires resources to execute services needs to efficiently be able to identify and schedule based on requirements defined by organizational needs. Dynamics 365’s Universal Resource Scheduling solution enables organizations more effectively manage and schedule these resources by providing a configurable toolset.
This course will equip students with the skills necessary to configure and consume the tools available to more efficiently manage organizational resources. Key topics include identifying where to begin and as well as the organizational considerations that will drive resource scheduling decisions. A primary focus will be on how to best leverage the tools that are available to locate and schedule resources such as using the schedule board and the schedule assistant. Additionally, we will examine customization scenarios such as enabling items for scheduling, defining schedule board options, working with multiple schedule boards, and extending the core scheduling functionality.
This course helps students better understand what is important to organizations when scheduling resources and focuses on implementation considerations that aid in designing more efficient solutions that align with customer and organizational goals.
Key Features of this Microsoft Dynamics 365 Field Service Training:
- Microsoft Official Course content
- Eligible for SATV redemption
You Will Learn How To:
- Identify the key components involved in Field Service Implementations.
- Define the products and services that will be delivered to customers.
- Determine which pricing options to use in specific scenarios.
- Determine which resources are required.
- Configure the system to support resource needs.
- Define commonly reported issues and template them for easier consumption.
- Identify the key areas involved in a work order lifecycle.
- Generate agreements that can be used to automatically create work orders.
- Leverage the inventory management capabilities of Dynamics 365 for Field Service.
- Create and work Purchase Orders through their lifecycle.
- Deploy and Configure the Field Service Mobile Application.
- Identify the core components used to schedule items.
- Configure the application to best leverage the scheduling features.
- Leverage scheduling features to locate and schedule resources for work.
- Tailor the application to best represent organizational needs.
- Develop solutions that can be used to schedule single or multiple resources.
- Identify the extension options available as part of Universal Resource Scheduling.
Choose the Training Solution That Best Fits Your Individual Needs or Organizational Goals
LIVE, INSTRUCTOR-LED
In Class & Live, Online Training
- Microsoft Official Course content
- Eligible for SATV redemption
- Hands-on learning labs included
- After-course instructor coaching included
TRAINING AT YOUR SITE
Team Training
- Bring this or any training to your organization
- Full - scale program development
- Delivered when, where, and how you want it
- Blended learning models
- Tailored content
- Expert team coaching
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In Class & Live, Online Training
Important Microsoft Dynamics 365 Field Service Training Information
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Software/Tools
Dynamics
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Requirements
Basic understanding of Dynamics 365 features, functionality, and navigation.
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Exam Information
MB-240: Dynamics 365 Field Service
Time Zone Legend:
Note: This course runs for 3 Days *
*Events with the Partial Day Event clock icon run longer than normal but provide the convenience of half-day sessions.
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Jul 8 - 10 9:00 AM - 4:30 PM EDT Online (AnyWare) Reserve Your Seat
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Aug 19 - 21 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare) Reserve Your Seat
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Oct 7 - 9 9:00 AM - 4:30 PM EDT New York / Online (AnyWare) Reserve Your Seat
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Nov 18 - 20 9:00 AM - 4:30 PM EST Herndon, VA / Online (AnyWare) Reserve Your Seat
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Jan 6 - 8 9:00 AM - 4:30 PM EST New York / Online (AnyWare) Reserve Your Seat
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Feb 17 - 19 9:00 AM - 4:30 PM EST Herndon, VA / Online (AnyWare) Reserve Your Seat
Guaranteed to Run
When you see the "Guaranteed to Run" icon next to a course event, you can rest assured that your course event — date, time — will run. Guaranteed.Partial Day Event
Learning Tree offers a flexible schedule program. If you cannot attend full day sessions, this option consists of four-hour sessions per day instead of the full-day session.Microsoft Dynamics 365 Field Service Outline
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Module 1: Configure Field Service
Lessons
- Introduction to field service
- Defining products and services
- Defining tax codes
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Module 2: Resource scheduling configuration
Lessons
- Mapping and location information
- Configuring resource components
- Defining account preferences
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Module 3: Defining and configuring bookable resources
Lessons
- Defining bookable resources
- Resource pools, crews, and facilities
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Module 4: Working with and configuring incidents
Lessons
- Creating incidents
- Using service tasks
- Defining products, services, and skills
Team Training
Microsoft Dynamics 365 Field Service FAQs
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Is this course part of a certification path?
Yes, this course helps prepare you for the “Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate” certification.
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What courses are included in the “Dynamics 365 Field Service Functional Consultant Associate” certification path?
MB-200 (8544) and MB-240 (8557). It is required you pass both exams to achieve certification.
Related Microsoft Training
Dynamics 365 Fundamentals Training (MB-901)Microsoft Power Platform + Dynamics 365 Core
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