MB-240T00: Microsoft Dynamics 365 Field Service

Name: MB-240T00: Microsoft Dynamics 365 Field Service
Brand: Microsoft

RM2,800.00

The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they're onsite with customers fixing issues.

Training Duration: 3 Days

Certificate Of Completion Available
Group Private Class
VILT Class Available
SBL-Khas Claimable

Dynamics 365 Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This course helps students better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals.
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.
Basic understanding of Dynamics 365 features, functionality, and navigation.

The prerequisites above can be achieved by completing the following courses:

PL-900T00: Microsoft Power Platform Fundamentals

MB-910T00: Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM)
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
MB-210T01: Microsoft Dynamics 365 Sales

Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.

MB-220T00: Microsoft Dynamics 365 Marketing

This course will review the marketing application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.

MB-230T01: Microsoft Dynamics 365 Customer Service

Join our team of globally recognized experts as they take you step by step from creating cases to interacting with customers to resolving those cases. Once you’ve resolved those cases you can learn from data analysis the key details to help you resolve similar cases faster or avoid new issues altogether.
This MB-240T00: Microsoft Dynamics 365 Field Service course prepares learners for the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification.

The MB-240 exam measures your ability to accomplish the following technical tasks: configure field service applications; manage work orders; schedule and dispatch work orders; manage the Dynamics 365 Field Service mobile app; manage inventory and purchasing; and managed Connected Field Service and customer assets; implement Microsoft Power Platform; and manage customer experiences.

Skills measured

Configure field service applications (20-25%)

Manage work orders (20-25%)

Schedule and dispatch work orders (20-25%)

Manage the Dynamics 365 Field Service mobile app (5-10%)

Manage inventory and purchasing (1-5%)

Managed Connected Field Service and customer assets (5–10%)

Implement Microsoft Power Platform (5–10%)

Manage customer experiences (5–10%)

MB-240T00: Microsoft Dynamics 365 Field Service

WHAT WILL YOU LEARN

OBJECTIVES

PREREQUISITES

AUDIENCE

COURSE MODULE

Recommended Courses Upon Completion

Certification Guide

For a private in-house, please ask us for a quotation.