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. This course prepares students for the MB-240 exam for which every attendee receives a voucher.
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, instructor-led training from one of our partners.
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
Prerequisites
All students should have a basic understanding of Dynamics 365 features, functionality, and navigation.
Outline
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Introduction
Configure Field Service
- Configure Microsoft Dynamics 365 Field Service
- Configure bookable resources
- Schedule crews, facilities, and resource pools
Manage work orders
- Work order management, agreements, inventory, and purchasing
- Manage incident types
- Inspections
Schedule and dispatch work orders
- Manage scheduling options
- Customize the schedule board
- Deploy Resource Scheduling Optimization (RSO)
Field Service Mobile App
- Get started with the Field Service mobile app
- Customize and configure the mobile app
- Integrate Remote Assist
Manage inventory and purchasing
- Configure Field Service work orders
Implement assets and connected devices
- Customer assets
- Create work orders from IoT data
Microsoft Power Platform and Field Service
- Create custom apps
- Gather feedback with Customer Voice
Conclusion
Training Materials
All Microsoft Dynamics 365 training students receive Microsoft official courseware.
For all Microsoft Official Courses taught in their entirety that have a corresponding certification exam, an exam
voucher is included for each participant.
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 and a stable Internet connection. Any recent version of Microsoft Edge, Mozilla Firefox, or Google Chrome will be fine.
