Implement Field Service Solutions Using Microsoft Dynamics 365 Field Service MB240 in Sofia

Implement field service solutions using 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 Implement field service solutions using Microsoft Dynamics 365 Field Service MB240?

The Implement field service solutions using Microsoft Dynamics 365 Field Service MB240 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 Implement field service solutions using Microsoft Dynamics 365 Field Service MB240 Course

There are no formal prerequisites for this Implement field service solutions using Microsoft Dynamics 365 Field Service MB240 Course.

Implement field service solutions using Microsoft Dynamics 365 Field Service MB240 Course Overview

The Implement field service solutions using 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 Implement field service solutions using Microsoft Dynamics 365 Field Service MB240?

• World-Class Training Sessions from Experienced Instructors 
• Digital Delegate Pack