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Microsoft Dynamics 365 Field Service MB240

Seattle

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.

Dates & Prices Dates & Prices

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

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

The 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 Microsoft Dynamics 365 Field Service MB240 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

Why choose us

Our Seattle 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.

Seattle is a West Coast city in America. Seattle has around 667,000 residents and is the largest city in the state of Washington and in the Pacific Northwest region of North America. The metropolitan area of Seattle has around 3.6 million residents. Seattle had a notable music scene between the 20’s and 50’s producing early careers for Ray Charles and Quincy Jones. Seattle is home to the University of Washington which was established in 1861. The University of Washington is a public research university and features one of the most notable medical schools in the world. The University of Washington has around 45,000 students and offers 140 departments with studies in courses such as; Arts and Science, Dentistry, Education, Engineering, Law, Medicine, Nursing, Pharmacy and Public Health. The University has a large sports department, and offers scholarships and opportunities in sports such as; Football, Soccer, Basketball, Softball and Rowing which is a long standing traditional at the University. The University of Washington Educational Outreach is another institute located in Seattle. The University was established in 1912. The University offers various different programs, classes and workshops in studies such as communication, English, Humanities, Social Sciences, Health Informatics and Health Information Management. Seattle is also the home to a number of smaller universities including Seattle University is a catholic university in Seattle that was established in 1891. Seattle University has over 7,500 students and offers courses in Business & Economics, Arts & Sciences, Humanities, Teaching, Nursing, Engineering, Theology and Law. Seattle Pacific University is another University situated in Seattle. This University was established in 1913 and is a Christian University. The Seattle Pacific University has around 4,000 students in attendance. The University offers courses in Fine Arts, Humanities, Science, Engineering, Social & Behavioural Sciences, Business, Education, Health, Psychology and Theology. Some notable alumni attended Seattle Pacific University like David T. Wong who was the co-inventor of Prozac and Dan Price who is the CEO of Gravity Payments.

Address

Silver Cloud Inn Lake Union
1150 Fairview Ave North
Seattle
Washington
98109

T: +1 7204454674

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 Seattle. 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.

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Unlock your potential with The Knowledge Academy's Dynamics Training | Microsoft Dynamics 365 For Field Service in Seattle, 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.

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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

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

Maximise your training budget

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

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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Dynamics Training | Microsoft Dynamics 365 For Field Service in Seattle FAQs

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What is the cost/training fees for certification in Seattle?

The training fees for certification in Seattle starts from $3195

Which is the best training institute/provider of in Seattle?

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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.

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Microsoft Dynamics 365 Training

Many delivery methods

Flexible delivery methods are available depending on your learning style.

High quality resources

Resources are included for a comprehensive learning experience.

"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