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

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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.

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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 Ahmedabad 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.

Ahmedabad is situated on the banks of the Sabarmati River, as well as it being the capital of Gujarat, it is also the largest city within the western part of India, however overall it is the sixth largest city. Amdavad as the city is otherwise known, has a population of around 5.5 million and was the third quickest growing city of the decade which was ranked by Forbes in 2010, with an extended population of around 6.3 million, the city has played an important part within India’s industrial and economic sectors. There are some well-known institutes within Ahmedabad such as the National Institute of Fashion Technology, the public business school – Indian Institute of Management. However the most important of these institutes are over looked by the Indian Space Research Organisation, these being the Space Applications centre and the Physical Research Laboratory, set up to improve the understanding of the different aspects of science. Ahmedabad is home to a number universities which include Dr. Babasaheb Ambedkar Open University, Nirma University of Science and Technology, Gurajarat Vidyapeeth and the Gujarat University which can be linked to the colleges within Ahmedabad offering students the opportunity to learn about Science, Commerce or the Arts, however when they are choosing a degree to study, their options can include the previous subjects as well as Law, Engineering, Management and Medicine.

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Address

11-103
GCP Business Centre
Vijay Char Rasta
Memnagar
Ahmedabad

T: +91 8037244591

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 Ahmedabad. 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 Ahmedabad, 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 Ahmedabad. 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 Ahmedabad sessions.

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Highly experienced trainers

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

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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

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Small class sizes

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

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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.

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Tailored learning experience

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

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

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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

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The course know-how will help you track and evaluate your employees' progression and performance with relative ease

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The training fees for certification in Ahmedabad starts from INR64995
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"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"

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Microsoft Dynamics 365 Field Service Functional Consultant Associate

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