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  • Tricia Palanca

MB-240 | Microsoft Dynamics 365 Field Service



Audience Profile

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


Prerequisites

This course is designed for persons who are aspiring to the Microsoft 365 Enterprise Admin role and have completed one of the Microsoft 365 workload administrator certification paths.



Course Outline

Module 1: Configure Field Service

Lessons

• Introduction to configuring Field Service

• Defining products and services

• Defining tax codes


Module 2: Resource Scheduling Configuration

Lessons

• Mapping and location information

• Configuring resource components

• Defining account preferences


Module 3: Defining and Configuring Bookable Resources

Lessons

• Defining bookable resources

• Resource pools, crews and facilities


Module 4: Configure Incidents

Lessons

• Creating an incident

• Using service tasks


Module 5: Inventory and Work Order Management

Lessons

• Configure Field Service work orders

• Creating work orders

• Managing work orders


Module 6: Field Service Agreements

Lessons

• Using Field Service agreements

• Set up bookings

• Set up invoices


Module 7: Inventory and Purchasing

Lessons

• Manage customer assets

• Manage inventory

• Purchasing and returns


Module 8: Field Service Mobile

Lessons

• Mobile client overview

• Install and deploy Field Service mobile projects

• Manage mobile projects

• Deploy the mobile client


Module 9: Universal Resource Scheduling

Lessons

• URS overview and configuration

• Enabling entities for URS

• Customize entities for URS


Module 10: Managing Scheduling Options

Lessons

• Using the schedule board

• Schedule items

• Rescheduling and substituting resources

• Crew and pool scheduling


Module 11: Customizing the Schedule Board

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


Module 12: Advanced Scheduling Options

Lessons

• Working with resource scheduling optimization

• Defining optimization goals

• Defining optimization scopes

• Defining optimization profiles

• Single resource scheduling


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