MB-240 : Microsoft Dynamics 365 Field Service

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

Job role: Functional Consultant

Preparation for exam: MB-240

Features: none

After completing this course, you will be able to:

• 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.

Module 1: Configure Field Service

In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including bookable resources

Lessons

• Configure Microsoft Dynamics 365 Field Service
• Configure bookable resources
• Schedule crews, facilities, and resource pools

After completing this module, students will be able to:

• Configure Field Service
• Configure bookable resources
• Configure and schedule crews, facilities and resource pools

Module 2: Manage work orders

In this module, we will explore work orders, incident types and inspections.

Lessons

• Work order management, agreements, inventory and purchasing
• Manage incident types
• Inspections

After completing this module, students will be able to:

• Handle work orders, agreements, inventory and purchasing
• Mange incident types
• Create and manage inspections

Module 3: Schedule and dispatch work orders

In this module, we will learn how to work with the schedule board to schedule and dispatch work orders

Lessons

• Manage scheduling options
• Customize the schedule board
• Deploy Resource Scheduling Optimization (RSO)

After completing this module, students will be able to:

• Schedule and dispatch work orders
• Customize the schedule board
• Deploy RSO

Module 4: Field Service Mobile App

In this module, we will learn how customize and configure the Field Service mobile app.

Lessons

• Get started with the Field Service mobile app
• Customize and configure the mobile app
• Integrate Remote Assist

After completing this module, students will be able to:

• Customize and configure the Field Service mobile app
• Integrate Remote Assist

Module 5: Manage inventory and purchasing

In this module, we will learn how to manage inventory and purchasing in work orders

Lessons

• Configure Field Service work orders

After completing this module, students will be able to:

• Configure work orders
• Manage inventory using inventory management and warehouse management
• Make inventory adjustments and transfers

Module 6: Implement assets and connected devices

In this module, we will introduce Connected Field Service, customer assets and creating work orders from IoT data

Lessons

• Customer assets
• Create work orders from IoT data

After completing this module, students will be able to:

• Create and associate customer assets
• Create work orders from IoT data using Connected Field Service

Module 7: Microsoft Power Platform and Field Service

In this module, we will learn how to use the Microsoft Power Platform to create custom apps to enhance your Field Service solution

Lessons

• Create custom apps
• Gather feedback with Customer Voice

After completing this module, students will be able to:

• Create custom apps for Dynamics 365 Field Service
• Gather customer feedback using Customer Voice