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Implement field service solutions using Microsoft Dynamics 365 Field Service (MB-240)

  • Course Code M-MB240
  • Duration 4 days

Public Classroom Price

$1,510.00

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Course Delivery

This course is available in the following formats:

  • Company Event

    Event at company

  • Public Classroom

    Traditional Classroom Learning

  • Virtual Learning

    Learning that is virtual

Request this course in a different delivery format.

Course Overview

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Effectively configure a Dynamics 365 for Field Service implementation to maximize the tools and features available to efficiently manage a mobile work force.

Learn how to effectively configure a Dynamics 365 for Field Service implementation to maximize the tools and features available to efficiently manage a mobile work force.

Course Schedule

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Target Audience

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This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

Course Objectives

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Students will learn to,

  • Manage work orders in Dynamics 365 Field Service
  • Universal Resource Scheduling in Microsoft Dynamics 365 Field Service
  • Implement Microsoft Dynamics 365 Field Service
  • Solve problems in real time with Dynamics 365 Remote Assist
  • Explore the fundamentals of Microsoft Dynamics 365 Field Service

Course Content

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Module 1:  Manage work orders in Dynamics 365 Field Service

  • Work order management in Dynamics 365 Field Service
  • Define agreements in Dynamics 365 Field Service
  • Use service-level agreements and entitlements in Dynamics 365 Field Service
  • Incident types in Dynamics 365 Field Service
  • Inspections in Dynamics 365 Field Service
  • Customer assets in Dynamics 365 Field Service

Module 2:  Universal Resource Scheduling in Microsoft Dynamics 365 Field Service

  • Configure bookable resources in Dynamics 365 Field Service
  • Manage scheduling options in Dynamics 365 for Field Service
  • Customize the schedule board in Dynamics 365 Field Service
  • Deploying Resource Scheduling Optimization
  • Use Resource Scheduling Optimization for Dynamics 365 Field Service
  • Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service

Module 3:  Implement Microsoft Dynamics 365 Field Service

  • Configure Microsoft Dynamics 365 Field Service
  • Work order management in Dynamics 365 Field Service
  • Define agreements in Dynamics 365 Field Service
  • Use service-level agreements and entitlements in Dynamics 365 Field Service
  • Create custom apps for Dynamics 365 Field Service
  • Get started with the Dynamics 365 Field Service Mobile application
  • Customize and configure the Dynamics 365 Field Service Mobile application

Module 4:  Solve problems in real time with Dynamics 365 Remote Assist

  • Get started with making Remote Assist calls
  • Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

Module 5:  Explore the fundamentals of Microsoft Dynamics 365 Field Service

  • Explore Dynamics 365 Field Service
  • Describe Dynamics 365 Field Service scheduling capabilities and related apps

Course Prerequisites

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  • No Prerequisites

Test Certification

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Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate

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