Microsoft Dynamics 365 for Field Service (MB-240)

MB-240 (3 Days)

Request Pricing

Dynamics 365 Training Overview

This Microsoft Dynamics 365 for Field Service training course (MB-240) teaches attendees how to configure, set up work order and delivery execution, and use Universal Resource Scheduling for Dynamics 365 for Field Service.

Location and Pricing

Most Accelebrate courses are taught as private, customized training for 3 or more attendees at our clients' sites worldwide. In addition, we offer live, private online classes for teams who may be in multiple locations or wish to save on travel costs. Please visit our client list for organizations for whom we have delivered onsite training. To receive a customized proposal and price quote for private on-site or online training, please contact us.

In addition, some courses are available as live, online classes for individuals. See a schedule of online courses.

Dynamics 365 Training Objectives

All students 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

Dynamics 365 Training Outline

Expand All | Collapse All | Printer-Friendly

Introduction
Configure Field Service
  • Introduction to field service
  • Defining products and services
  • Defining tax codes
Resource Scheduling Configuration
  • Mapping and location information
  • Configuring resource components
  • Defining account preferences
Defining and Configuring Bookable Resources
  • Defining bookable resources
  • Resource pools, crews and facilities
Working with and Configuring Incidents
  • Creating incidents
  • Using service tasks
  • Defining products, services and skills
Field Service Work Orders
  • Configure field service work orders
  • Creating work orders
  • Managing work orders
Field Service Agreements
  • Using field service agreements
  • Set up bookings
  • Set up invoices
Inventory and Purchasing
  • Manage customer assets
  • Manage inventory
  • Purchasing and returns
Field Service Mobile
  • Field Service Mobile Application overview
  • Install and deploy Field Service Mobile Projects
  • Manage Mobile Projects
  • Deploy the Mobile client
Universal Resource Scheduling
  • URS overview and configuration
  • Enabling entities for URS
  • Entity customization and automation considerations
Managing Scheduling Options
  • Using the Schedule Board
  • Scheduling items
  • Rescheduling and substituting resources
  • Crew and resource pool scheduling
Customizing the Schedule Board
  • Configure the schedule board
  • Create additional schedule boards
  • Leverage Dynamics 365 views with the schedule board
  • Configure schedule board queries and filters
  • Working with requirement groups
Resource Scheduling Optimization
  • Resource Scheduling Optimization overview
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles
Conclusion
Request Pricing
Lecture percentage

50%

Lecture/Demo

Lab percentage

50%

Lab

Course Number:

MB-240

Duration:

3 Days

Prerequisites:

All students should have a basic understanding of Dynamics 365 features, functionality, and navigation.

Training Materials:

All Microsoft Dynamics 365 training students receive Microsoft official courseware.

Software Requirements:

Attendees will not need to install any software on their computer for this class. The class will be conducted in a remote environment that Accelebrate will provide; students will only need a local computer with a web browser with a stable Internet connection. Any recent version of Internet Explorer, Mozilla Firefox, or Google Chrome will be fine.

Contact Us:

Accelebrate’s training classes are available for private groups of 3 or more people at your site or online anywhere worldwide.

Don't settle for a "one size fits all" public class! Have Accelebrate deliver exactly the training you want, privately at your site or online, for less than the cost of a public class.

For pricing and to learn more, please contact us.

Contact Us Train For Us

Toll-free in US/Canada:
877 849 1850
International:
+1 678 648 3113

Toll-free in US/Canada:
866 566 1228
International:
+1 404 420 2491

925B Peachtree Street, NE
PMB 378
Atlanta, GA 30309-3918
USA

Subscribe to our Newsletter:

Never miss the latest news and information from Accelebrate:

Microsoft Gold Partner

Please see our complete list of
Microsoft Official Courses

Recent Training Locations

Alabama

Huntsville

Montgomery

Birmingham

Alaska

Anchorage

Arizona

Phoenix

Tucson

Arkansas

Fayetteville

Little Rock

California

San Francisco

Oakland

San Jose

Orange County

Los Angeles

Sacramento

San Diego

Colorado

Denver

Boulder

Colorado Springs

Connecticut

Hartford

DC

Washington

Florida

Fort Lauderdale

Miami

Jacksonville

Orlando

Saint Petersburg

Tampa

Georgia

Atlanta

Augusta

Savannah

Idaho

Boise

Illinois

Chicago

Indiana

Indianapolis

Iowa

Ceder Rapids

Des Moines

Kansas

Wichita

Kentucky

Lexington

Louisville

Louisiana

Baton Rouge

New Orleans

Maine

Portland

Maryland

Annapolis

Baltimore

Hagerstown

Frederick

Massachusetts

Springfield

Boston

Cambridge

Michigan

Ann Arbor

Detroit

Grand Rapids

Minnesota

Saint Paul

Minneapolis

Mississippi

Jackson

Missouri

Kansas City

St. Louis

Nebraska

Lincoln

Omaha

Nevada

Reno

Las Vegas

New Jersey

Princeton

New Mexico

Albuquerque

New York

Buffalo

Albany

White Plains

New York City

North Carolina

Charlotte

Durham

Raleigh

Ohio

Canton

Akron

Cincinnati

Cleveland

Columbus

Dayton

Oklahoma

Tulsa

Oklahoma City

Oregon

Portland

Pennsylvania

Pittsburgh

Philadelphia

Rhode Island

Providence

South Carolina

Columbia

Charleston

Spartanburg

Greenville

Tennessee

Memphis

Nashville

Knoxville

Texas

Dallas

El Paso

Houston

San Antonio

Austin

Utah

Salt Lake City

Virginia

Richmond

Alexandria

Arlington

Washington

Tacoma

Seattle

West Virginia

Charleston

Wisconsin

Madison

Milwaukee

Alberta

Edmonton

Calgary

British Columbia

Vancouver

Nova Scotia

Halifax

Ontario

Ottawa

Toronto

Quebec

Montreal

Puerto Rico

San Juan

© 2013-2019 Accelebrate, Inc. All Rights Reserved. All trademarks are owned by their respective owners.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.