Microsoft Dynamics 365 Field Service

Microsoft Dynamics 365 Field Service (MB-240T00)

Course Length: 3 days
Delivery Methods: Available as private class only
Course Overview

Dynamics 365 Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. 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 is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

Course Benefits
  • 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.
Microsoft Certified Partner

Webucator is a Microsoft Certified Partner for Learning Solutions (CPLS). This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).

Course Outline
  1. Configure Field Service
    In this introductory lesson, we will introduce key concepts of Dynamics 365 Field Service, including bookable resources
    1. Configure Microsoft Dynamics 365 Field Service
    2. Configure bookable resources
    3. Schedule crews, facilities, and resource pools
    4. On completing this lesson, you will have learned to:
      • Configure Field Service
      • Configure bookable resources
      • Configure and schedule crews, facilities and resource pools
  2. Manage work orders
    In this lesson, we will explore work orders, incident types and inspections.
    1. Work order management, agreements, inventory and purchasing
    2. Manage incident types
    3. Inspections
    4. On completing this lesson, you will have learned to:
      • Handle work orders, agreements, inventory and purchasing
      • Mange incident types
      • Create and manage inspections
  3. Schedule and dispatch work orders
    In this lesson, we will learn how to work with the schedule board to schedule and dispatch work orders
    1. Manage scheduling options
    2. Customize the schedule board
    3. Deploy Resource Scheduling Optimization (RSO)
    4. On completing this lesson, you will have learned to:
      • Schedule and dispatch work orders
      • Customize the schedule board
      • Deploy RSO
  4. Field Service Mobile App
    In this lesson, we will learn how customize and configure the Field Service mobile app.
    1. Get started with the Field Service mobile app
    2. Customize and configure the mobile app
    3. Integrate Remote Assist
    4. On completing this lesson, you will have learned to:
      • Customize and configure the Field Service mobile app
      • Integrate Remote Assist
  5. Manage inventory and purchasing
    In this lesson, we will learn how to manage inventory and purchasing in work orders
    1. Configure Field Service work orders
    2. On completing this lesson, you will have learned to:
      • Configure work orders
      • Manage inventory using inventory management and warehouse management
      • Make inventory adjustments and transfers
  6. Implement assets and connected devices
    In this lesson, we will introduce Connected Field Service, customer assets and creating work orders from IoT data
    1. Customer assets
    2. Create work orders from IoT data
    3. On completing this lesson, you will have learned to:
      • Create and associate customer assets
      • Create work orders from IoT data using Connected Field Service
  7. Microsoft Power Platform and Field Service
    In this lesson, we will learn how to use the Microsoft Power Platform to create custom apps to enhance your Field Service solution
    1. Create custom apps
    2. Gather feedback with Customer Voice
    3. On completing this lesson, you will have learned to:
      • Create custom apps for Dynamics 365 Field Service
      • Gather customer feedback using Customer Voice
    Class Materials

    Each student will receive a comprehensive set of materials, including course notes and all the class examples.

    Class Prerequisites

    Experience in the following is required for this Dynamics 365 class:

    • Basic understanding of Dynamics 365 features, functionality, and navigation.
    Live Private Class
    • Private Class for your Team
    • Live training
    • Online or On-location
    • Customizable
    • Expert Instructors
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