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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