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Microsoft Dynamics 365 Field Service (MB-240T00)

Detaillierter Kursinhalt

Module 1: Configure Field Service

In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.

Lessons
  • Introduction to configuring Field Service
  • Defining products and services
  • Defining tax codes

you will be able to:

  • Create and manage products and services
  • Configure tax codes for your organization
Module 2: Resource Scheduling Configuration

In this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.

Lessons
  • Mapping and location information
  • Configuring resource components
  • Defining account preferences

you will be able to:

  • Configure resource scheduling for your organization
  • Define account preferences
  • Enable location mapping
Module 3: Defining and Configuring Bookable Resources

In this module, we will learn how to create and manage bookable resources, including resource pools and crews.

Lessons
  • Defining bookable resources
  • Resource pools, crews and facilities

you will be able to:

  • Define bookable resources
  • Create pools and crews
  • Manage facility records
Module 4: Configure Incidents

In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.

Lessons
  • Creating an incident
  • Using service tasks

you will be able to:

  • Create an incident for common service tasks
  • Schedule using incidents
Module 5: Inventory and Work Order Management

In this module, we will learn how to create and use work orders to schedule resources.

Lessons
  • Configure Field Service work orders
  • Creating work orders
  • Managing work orders

you will be able to:

  • Configure work orders
  • Schedule resources using work orders
Module 6: Field Service Agreements

In this module, we will introduce agreements, and learn how to configure them for your organization.

Lessons
  • Using Field Service agreements
  • Set up bookings
  • Set up invoices

you will be able to:

  • Use an agreement to schedule work orders
  • Generate invoices for customers
Module 7: Inventory and Purchasing

In this module, we will learn about management of customer assets.

Lessons
  • Manage customer assets
  • Manage inventory
  • Purchasing and returns

you will be able to:

  • Create customer asset records
  • Manage inventory, purchasing and returns
Module 8: Field Service Mobile

In this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.

Lessons
  • Mobile client overview
  • Install and deploy Field Service mobile projects
  • Manage mobile projects
  • Deploy the mobile client

you will be able to:

  • Manage mobile projects
  • Install and deploy the mobile client
  • Describe the value of the mobile app for a mobile workforce
Module 9: Universal Resource Scheduling

In this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.

Lessons
  • URS overview and configuration
  • Enabling entities for URS
  • Customize entities for URS

you will be able to:

  • Describe Universal Resource Scheduling
  • Enable an entity for URS
Module 10: Managing Scheduling Options

In this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.

Lessons
  • Using the schedule board
  • Schedule items
  • Rescheduling and substituting resources
  • Crew and pool scheduling

you will be able to:

  • Configure and use the schedule board to schedule resources
  • Reschedule work orders
  • Substitute resources
Module 11: Customizing the Schedule Board

In this module, we will learn how to configure the schedule board to best meet the organization or scheduler's needs.

Lessons
  • Configure the board
  • Create additional schedule boards
  • Use views to enhance the schedule board
  • Configuring schedule board queries and filters
  • Working with requirement groups

you will be able to:

  • Customize the schedule board
  • Create additional boards
  • Add views to a schedule board
Module 12: Advanced Scheduling Options

In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.

Lessons
  • Working with resource scheduling optimization
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles
  • Single resource scheduling

you will be able to:

  • Define optimization for an organization
  • Schedule single resources