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
  • Visualize 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

Show moredowndown

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

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 on implementations that aid in designing more efficient solutions that align with customer and organizational goals.

What you will gain from taking this Microsoft training course:

  • 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.

Show moredowndown

 

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 Milton Keynes venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

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.

Milton Keynes is a large town located in Buckinghamshire, England. It is in the centre of the Borough of Milton Keynes and is located about 45 miles (72 km) north-west of London. Milton Keynes currently has an estimated population of over 200,000 residents inhabiting the city; it increased from 53,000 in 1961. Schools in Milton Keynes follow the British educational Tripartite System which is divided into three levels: Primary School, Secondary Schools and Higher Education. The education in Milton Keynes is compulsory for children up until they are 16 years old. The city offers over 80 state schools which are Comprehensive School including Stantonbury Campus and Denbigh School, as well as Grammar Schools. The city also includes Private Schools, Webber Independent School, which is a mixes school for children from the ages of 3 to 18 years old, and the Milton Keynes Preparatory School which is also a mixed schools forma age 2 ½ years old to 11 years old. Milton Keynes also offers Special Schools and Alternative Schools for children living in the city including The Redway School and White Spire School. There are four independent Primary and Preparatory Schools including: Broughton Manor Preparatory School, Walton Pre Preparatory School, Milton Keynes Preparatory School, and the Grove School.

Popular searched areas in and around Milton Keynes include:-

  • Bletchley
  • Brooklands
  • Broughton
  • Kingston
  • Loughton
  • Middleton
  • Nash
  • Northfield
  • Salford
  • Simpson
  • Springfield
  • Stonebridge
  • Stony Stratford
  • Thornton
  • Walnut Tree
  • Walton
  • Walton Hall
  • Woburn
  • Wolverton

Milton Keynes is home to The Open University's (OU) headquarters which is situated in the Walton Hall district. It is a public university and was established in 1969 and has nearly 170,000 students; with 156,000 undertaking their undergraduate degrees and 11,000 doing their postgraduates. The Open University has study off-campuses based all over the UK and all over the world. There are many notable current and former academics including astronomer Jocelyn Bell Burnell, editor of Red Pepper magazine Hilary Wainwright, discourse analyst, social psychologist Margaret Wetherell, and space scientist John Zarnecki. Open University's (OU) also has over two million alumni that attended the university. Milton Keynes is notable for its world-famous architect Sir Norman Foster in designing the city as well as the Foster's Beanhill housing scheme.

Show moredown

Address

Milton Keynes

T: 01344203999

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 Milton Keynes. 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 Milton Keynes, 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 Milton Keynes. 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 Milton Keynes sessions.

best_trainers

Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

venues

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_classes

Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

value_for_money

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

Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

budget

Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

team_building

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_progress

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 Milton Keynes 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 MB240 certification in Milton Keynes starts from £2495
The Knowledge Academy is the Leading global training provider for Microsoft Dynamics 365 Field Service MB240.
Show more down

Why choose us

icon

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.

icon

Trusted & Approved

Microsoft Dynamics 365 Training

icon

Many delivery methods

Flexible delivery methods are available depending on your learning style.

icon

High quality resources

Resources are included for a comprehensive learning experience.

barclays Logo
deloitte Logo
Thames Water Logo

"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

santander logo
bmw Logo
Google Logo

Looking for more information on Microsoft Dynamics 365 Training?

backBack to course information

Microsoft Dynamics 365 Field Service Functional Consultant Associate

Save upto 40%
2 courses

Total without package:  £4990

Package price:  £2995 (Save £1995)

Purchase now
cross

OUR BIGGEST SPRING SALE!

Special Discounts

red-starWHO WILL BE FUNDING THE COURSE?

close

close

Thank you for your enquiry!

One of our training experts will be in touch shortly to go over your training requirements.

close

close

Press esc to close

close close

Back to course information

Thank you for your enquiry!

One of our training experts will be in touch shortly to go overy your training requirements.

close close

Thank you for your enquiry!

One of our training experts will be in touch shortly to go over your training requirements.