Microsoft Dynamics 365 for Field Service (MB-240)


Course Number: MOC-MB-240

Duration: 3 days (19.5 hours)

Format: Live, hands-on

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

Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.

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

Objectives

  • 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

Prerequisites

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

Outline

Expand All | Collapse All

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

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.



Learn faster

Our live, instructor-led lectures are far more effective than pre-recorded classes

Satisfaction guarantee

If your team is not 100% satisfied with your training, we do what's necessary to make it right

Learn online from anywhere

Whether you are at home or in the office, we make learning interactive and engaging

Multiple Payment Options

We accept check, ACH/EFT, major credit cards, and most purchase orders



Recent Training Locations

Alabama

Birmingham

Huntsville

Montgomery

Alaska

Anchorage

Arizona

Phoenix

Tucson

Arkansas

Fayetteville

Little Rock

California

Los Angeles

Oakland

Orange County

Sacramento

San Diego

San Francisco

San Jose

Colorado

Boulder

Colorado Springs

Denver

Connecticut

Hartford

DC

Washington

Florida

Fort Lauderdale

Jacksonville

Miami

Orlando

Tampa

Georgia

Atlanta

Augusta

Savannah

Hawaii

Honolulu

Idaho

Boise

Illinois

Chicago

Indiana

Indianapolis

Iowa

Cedar Rapids

Des Moines

Kansas

Wichita

Kentucky

Lexington

Louisville

Louisiana

New Orleans

Maine

Portland

Maryland

Annapolis

Baltimore

Frederick

Hagerstown

Massachusetts

Boston

Cambridge

Springfield

Michigan

Ann Arbor

Detroit

Grand Rapids

Minnesota

Minneapolis

Saint Paul

Mississippi

Jackson

Missouri

Kansas City

St. Louis

Nebraska

Lincoln

Omaha

Nevada

Las Vegas

Reno

New Jersey

Princeton

New Mexico

Albuquerque

New York

Albany

Buffalo

New York City

White Plains

North Carolina

Charlotte

Durham

Raleigh

Ohio

Akron

Canton

Cincinnati

Cleveland

Columbus

Dayton

Oklahoma

Oklahoma City

Tulsa

Oregon

Portland

Pennsylvania

Philadelphia

Pittsburgh

Rhode Island

Providence

South Carolina

Charleston

Columbia

Greenville

Tennessee

Knoxville

Memphis

Nashville

Texas

Austin

Dallas

El Paso

Houston

San Antonio

Utah

Salt Lake City

Virginia

Alexandria

Arlington

Norfolk

Richmond

Washington

Seattle

Tacoma

West Virginia

Charleston

Wisconsin

Madison

Milwaukee

Alberta

Calgary

Edmonton

British Columbia

Vancouver

Manitoba

Winnipeg

Nova Scotia

Halifax

Ontario

Ottawa

Toronto

Quebec

Montreal

Puerto Rico

San Juan


© 2013-2021 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.