Dynamics 365 for Field Service Bootcamp

Dynamics 365 for Field Service Bootcamp

Course Length:
Delivery Methods:   Available for private class only
Course Topics
  •  Learn to identify the key components involved in Field Service Implementations. .
  •  Learn to define the products and services that will be delivered to customers. .
  •  Learn to determine which pricing options to use in specific scenarios.
  •  Learn to determine which resources are required.
  •  Learn to configure the system to support resource needs.
  •  Learn to define commonly reported issues and template them for easier consumption. .
  •  Learn to identify the key areas involved in a work order lifecycle. .
  •  Learn to generate agreements that can be used to automatically create work orders.
  •  Learn to leverage the inventory management capabilities of Dynamics 365 for Field Service.
  •  Learn to create and work Purchase Orders through their lifecycle. .
  •  Learn to deploy and Configure the Field Service Mobile Application.
  •  Learn to identify the core components used to schedule items.
  •  Learn to configure the application to best leverage the scheduling features.
  •  Learn to leverage scheduling features to locate and schedule resources for work. .
  •  Learn to tailor the application to best represent organizational needs. .
  •  Learn to develop solutions that can be used to schedule single or multiple resources. .
  •  Learn to identify the extension options available as part of Universal Resource Scheduling. .
Course Overview

This Dynamics 365 for Field Service Bootcamp combines MB-240T01, MB-240T02, and MB-240T03 and prepares students for Exam MB-240: Microsoft Dynamics 365 Field Service.

Course Outline
  1. Configure Field Service
    1. Introduction to field service
    2. Defining products and services
    3. Defining tax codes
  2. Resource scheduling configuration
    1. Mapping and location information
    2. Configuring resource components
    3. Defining account preferences
  3. Defining and configuring bookable resources
    1. Defining bookable resources
    2. Resource pools, crews and facilities
  4. Working with and configuring incidents
    1. Creating incidents
    2. Using service tasks
    3. Defining products, services and skills
  5. Field Service Work Orders
    1. Configure field service work orders
    2. Creating work orders
    3. Managing work orders
  6. Field Service Agreements
    1. Using field service agreements
    2. Set up bookings
    3. Set up invoices
  7. Inventory and Purchasing
    1. Manage customer assets
    2. Manage inventory
    3. Purchasing and returns
  8. Field Service Mobile
    1. Field Service Mobile Application overview
    2. Install and deploy Field Service Mobile Projects
    3. Manage Mobile Projects
    4. Deploy the Mobile client
  9. Universal Resource Scheduling
    1. URS overview and configuration
    2. Enabling entities for URS
    3. Entity customization and automation considerations
  10. Managing scheduling options
    1. Using the Schedule Board
    2. Scheduling items
    3. Rescheduling and substituting resources
    4. Crew and resource pool scheduling
  11. Customizing the Schedule Board
    1. Configure the schedule board
    2. Create additional schedule boards
    3. Leverage Dynamics 365 views with the schedule board
    4. Configure schedule board queries and filters
    5. Working with requirement groups
  12. Resource Scheduling Optimization
    1. Resource Scheduling Optimization overview
    2. Defining optimization goals
    3. Defining optimization scopes
    4. Defining optimization profiles
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Dynamics class:

  • Basic understanding of Dynamics 365 features, functionality, and navigation. .
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  • Online or On-location
  • Customizable
  • Expert Instructors
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