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Course information
Microsoft Dynamics 365 Field Service MB240 Course Outline
Module 1: Configure Microsoft Dynamics 365 Field Service
- Key Field Service Configuration Considerations
- Define Field Service Products and Services
- Work with Work Order Types, Territories, and Status Settings
- Resolutions
- Define Incident and Service Task Types
- Define Account Preferences
Lab: Configure Field Service Settings
Module 2: Configure Bookable Resources in Dynamics 365 Field Service
- Overview of Bookable Resources
- Setup and Configuration
- Define Bookable Resources
- Work with Crews, Facilities, and Pools
- Configure Entities for URS
Module 3: Schedule Crews, Facilities, and Resource Pooling in Dynamics 365 Field Service
- Schedule Multiple Resources and Facilities
- Define Resources
- Work with Fulfillment Preferences
- Work with Requirement Groups
- Crew Facility Resource Pool Scheduling
Lab: Schedule Multiple Resources
Module 4: Work Order Management in Dynamics 365 Field Service
- Field Service Work Order Lifecycle
- Create and Define Work Orders
- Work with Work Order-Related Records
- Work with Incidents
- Scheduling Considerations
- Work with Inventory and Warehouses
- Customer Assets
Module 5: Incident Types in Dynamics 365 Field Service
- Define Incident Types
- Create Incident Types
- Use Incident Types
Module 6: Inspections in Dynamics 365 Field Service
- Create Inspections
- Associate Inspections
- Perform Inspections
Module 7: Manage Scheduling Options in Dynamics 365 for Field Service
- Scheduling Capabilities
- Schedule Board
- Schedule and Reschedule
- Reschedule and Move Items
Module 8: Customise the Schedule Board in Dynamics 365 Field Service
- Work with Multiple Schedule Boards
- Schedule Board Options
- Design and Use Views with the Schedule Board
- Configure Schedule Board Filter Queries
Lab: Customise the Schedule Board
Module 9: Deploying Resource Scheduling Optimisation
- Resource Scheduling Optimisation Overview
- Setup and Deployment Options
- RSO Configuration Options
- Optimisation Goals
- Optimisation Scopes
- Optimisation Schedules
Module 10: Dynamics 365 Field Service Mobile Application
- Deploy the Mobile Application
- Work with the Mobile Application
- Service Customer Assets
- Work Offline and Update Offline Data
- More Mobile Application Capabilities
Module 11: Customise and Configure the Dynamics 365 Field Service Mobile Application
- Edit the Mobile Application
- Offline Configuration
- Barcode Scanning and Global Search
- Audit Locations
- Configure Push Notifications
Module 12: Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service
- Application Setup and User Configuration
- Make Remote Assist Calls for Field Service Work Orders
- Make Remote Assist Calls
- Use Field Service Bookings on a HoloLens Device
Module 13: Customer Assets in Dynamics 365 Field Service
- Create Customer Assets
- Associate Customer Assets
- Set Up Customer Asset Hierarchies
- Use Functional Locations
Module 14: Set Up Field Service to Create Work Orders from IoT Data
- Installation and Setup
- Configure Connected Field Service
- Device Data
- Visualise Device Readings
- IoT Alerts
- Mobile App
Module 15: Create Custom Apps for Dynamics 365 Field Service
- Create Apps from Power Apps
- Deploy the Customer Experiences Portal
- Customise Dynamics 365 Field Service
- Universal Resource Scheduling
- Set Up and Customise Schedule Boards
Module 16: Gather Customer Feedback with Dynamics 365 Customer Voice
- Create a Project by Using the Support Template
- Customise Email Templates with Survey Variables
- Configure Power Automate to Send Surveys After a Case is Resolved
- Create Surveys for Omnichannel Surveys and Satisfaction Metrics
- Set Up Post Chat Surveys
Lab: Customise Email Templates with Survey Variables
Who should attend this Microsoft Dynamics 365 Field Service MB240 Course?
The Microsoft Dynamics 365 Field Service Course is a training course designed to equip professionals with the knowledge and skills required to utilise the Field Service capabilities of Dynamics 365. This course can be beneficial for the professionals, including:
- Field Service Managers
- Field Technicians
- Service Coordinators
- Operations Managers
- ERP Implementation Consultants
- IT Managers
- Consultants
Prerequisites of the Microsoft Dynamics 365 Field Service MB240 Course
There are no formal prerequisites for this Microsoft Dynamics 365 Field Service MB240 Course.
Microsoft Dynamics 365 Field Service MB240 Course Overview
The Microsoft Dynamics 365 Field Service MB240 Course provides comprehensive training on utilising Dynamics 365 for field service management. It covers essential concepts, tools, and techniques for managing field operations, scheduling resources, and delivering onsite services efficiently.
Field Service Managers, Dispatchers, and Technicians must master Dynamics 365 Field Service to optimise operations and boost customer satisfaction. Proficiency in Dynamics 365 Field Service enables efficient resource allocation, streamlined processes, and prompt service delivery, ensuring satisfied customers and improved business outcomes.
This 3-day training by the Knowledge Academy equips delegates with practical skills and knowledge in utilising Dynamics 365 for Field Service. Through interactive sessions and real-world examples, participants will learn to schedule and dispatch resources, manage work orders, and optimise field service processes.
Course Objectives
- To understand the key features and functionalities of Dynamics 365 for Field Service
- To learn to schedule and dispatch resources efficiently using Dynamics 365
- To explore mobile capabilities for technicians in Dynamics 365 Field Service
- To gain insights into inventory management and asset tracking
- To prepare for the Microsoft Dynamics 365 Field Service Certification Exam
Upon completion, delegates will excel in utilising Dynamics 365 for Field Service, streamlining operations, enhancing service delivery, and achieving operational excellence. They'll adeptly manage field operations, optimise resource allocation, and ensure efficient service delivery, fostering customer satisfaction and business success.
What’s included in this Microsoft Dynamics 365 Field Service MB240 Course?
- World-Class Training Sessions from Experienced Instructors
- Digital Delegate Pack
Why choose us
Our Virtual venue
Includes..
Air conditioned
To keep you comfortable during your course we offer a fully air conditioned environment.
Full IT support
IT support is on hand to sort out any unforseen issues that may arise.
Video equipment
This location has full video conferencing equipment.
Ways to take this course
Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Dynamics Training | Microsoft Dynamics 365 For Field Service in Virtual. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.
Unlock your potential with The Knowledge Academy's Dynamics Training | Microsoft Dynamics 365 For Field Service in Virtual, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.
Experience the most sought-after learning style with The Knowledge Academy's Dynamics Training | Microsoft Dynamics 365 For Field Service in Virtual. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Dynamics Training | Microsoft Dynamics 365 For Field Service in Virtual sessions.
Highly experienced trainers
Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience
State of the art training venues
We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible
Small class sizes
Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment
Great value for money
Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value
Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.
Tailored learning experience
Leverage benefits offered from a certification that fits your unique business or project needs
Maximise your training budget
Cut unnecessary costs and focus your entire budget on what really matters, the training.
Team building opportunity
Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings
Monitor employees progress
The course know-how will help you track and evaluate your employees' progression and performance with relative ease
What our customers are saying
Dynamics Training | Microsoft Dynamics 365 For Field Service in Virtual FAQs
Please arrive at the venue at 8:45am.
There are no formal prerequisites for this course.
This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.
We can provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is 3 day(s).
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The training fees for Microsoft Dynamics 365 Field Service MB240in Virtual starts from £2495
The Knowledge Academy is the Leading global training provider for Microsoft Dynamics 365 Field Service MB240.
Please see our Microsoft Dynamics 365 Training courses available in Virtual
Why choose us
Best price in the industry
You won't find better value in the marketplace. If you do find a lower price, we will beat it.
Trusted & Approved
Microsoft Dynamics 365 Training
Many delivery methods
Flexible delivery methods are available depending on your learning style.
High quality resources
Resources are included for a comprehensive learning experience.
"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"
Joshua Davies, Thames Water
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