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

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.

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Elite Total Access Collection for Microsoft
Access this course and over 50 other instructor-led training courses for only $2,999.

GK# 100459 Vendor# MB-240
Vendor Credits:
  • Global Knowledge Delivered Course
  • Training Exclusives
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Who Should Attend?

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

What You'll Learn

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 Outline

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
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