Professional certification in Microsoft, Microsoft Certified: Dynamics 365

MICROSOFT DYNAMICS 365 FOR FIELD SERVICE TRAINING MB240

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Award:
Certification
Awarding Body:
Microsoft
Duration & Study Mode:
Full time, Part-time, Evening and Weekends, Virtual online
Location:
London, Flexible online
Duration: 5 Days / 5 Weeks

Dynamics 365 for Field Service assists firms in better positioning themselves in the industry by providing several solutions to aid in the identification and arranging of resources, as well as the management of workloads for mobile employees. This course will teach you how to identify and set up the major components utilized to offer Field Service and mobile services. Identifying the organizational concerns that will drive design decisions, as well as common configuration features, are key subjects. This course will assist you in better understanding the broad picture and end objectives centred on implementations that aid in building more effective solutions that correspond with the customer and corporate goals. By learning this course you will determine the major components of Field Service Applications. You will be able to define the items and services to be provided to consumers. You will determine appropriate price choices to employ in certain instances. You can determine the necessary resources. You will be able to modify the system to meet resource requirements. You will be able to define frequently reported concerns and pattern them for ease of use.

Prerequisites

  • Fundamental knowledge of Dynamics 365 features, capabilities, and accessibility.

What will you gain after this course

  • After learning this course you will be able to determine the essential areas involved in the lifetime of a work order.
  • You can create contracts that may be used to make work orders instantly.
  • You will utilize Dynamics 365 for Field Service’s inventory control features.
  • You will be able to generate Purchase Orders and manage them throughout their existence.

Jobs you can get
with a Microsoft Dynamics 365 for Field Service MB240 Qualification

  • Field Service Expert
  • Project Manager
  • Program Manager
  • IT Professional
  • Product Manager

Corporate Group Training

  • Customized Training
  • Onsite / Virtual
  • Instructor-led Delivery
  • For small to large groups

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Who is this certification for?

  • This course is for Field Service functional consultants with Microsoft Dynamics 365 Customer Engagement.
  • If you are in charge of implementing systems that manage resources throughout the lifespan of field service.


Group-Icon2
Small Groups

With small groups of students, our instructors can work closely with each student.

Schedule
Flexible Class Schedules

Our class schedules are flexible on weekdays, weekend, or evenings to suit your schedule.

Instructors
Experienced Instructors

Our instructors follow a modified are personalized approach to engage students during class

Lab-Facilities
Hi-Tech Lab Facilities

Our students can access our lab facilities anytime for practical experience during and after studies.

Syllabus

  • Introduction to field service
  • Defining products and services
  • Defining tax codes
  • Mapping and location information
  • Configuring resource components
  • Defining account preferences
  • Defining bookable resources
  • Resource pools, crews, and facilities
  • Creating incidents
  • Using service tasks
  • Defining products, services, and skills
  • Configure field service work orders
  • Creating work orders
  • Managing work orders
  • Using field service agreements
  • Set up bookings
  • Set up invoices
  • Manage customer assets
  • Manage inventory
  • Purchasing and returns
  • Field Service Mobile Application overview
  • Install and deploy Field Service Mobile Projects
  • Manage Mobile Projects
  • Deploy the Mobile client
  • Universal Resource Scheduling (URS) overview and configuration
  • Enabling entities for URS
  • Entity customization and automation considerations
  • Using the Schedule Board
  • Scheduling items
  • Rescheduling and substituting resources
  • Crew and resource pool scheduling
  • Configure the schedule board
  • Create additional schedule boards
  • Leverage Dynamics 365 views with the schedule board
  • Configure schedule board queries and filters
  • Working with requirement groups
  • Resource Scheduling Optimization overview
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles

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