MB-240T00: Microsoft Dynamics 365 Field Service Course Overview

Course Prerequisites

• Basic Computer Knowledge.

Target Audience for MB-240T00: Microsoft Dynamics 365 Field Service

The MB-240T00 course enhances skills in configuring and utilizing Microsoft Dynamics 365 Field Service, catering to IT and field service professionals.

• Dynamics 365 Consultants
• Field Service Managers
• IT Professionals
• Field Service Technicians
• Service Schedulers
• Operations Managers
• Customer Service Representatives
• Project Managers
• CRM Administrators
• Technical Support Staff
• Business Analysts
• System Administrators
• Solution Architects

Learning Objectives - What you will Learn in this MB-240T00: Microsoft Dynamics 365 Field Service?

Introduction to the Course's Learning Outcomes and Concepts

This course offers a comprehensive understanding of Microsoft Dynamics 365 Field Service, focusing on configuration, work order management, inventory, scheduling, and mobile app usage to enhance field operations.

Learning Objectives and Outcomes

• Configure Dynamics 365 Field Service, defining products, services, and tax codes to tailor the system to organizational needs.
• Manage and schedule bookable resources effectively, including crews, facilities, and resource pools.
• Master work order management, including agreements, incident types, inspections, and leveraging the system for inventory and purchasing.
• Optimize scheduling through customization of the schedule board and utilization of Universal Resource Scheduling (URS) to align resources efficiently.
• Implement and manage Field Service mobile applications, ensuring field technicians have access to necessary tools and information on-the-go.
• Create and manage customer asset records, utilizing IoT data for proactive work order generation.
• Use Field Service agreements to automate scheduling and streamline invoice generation for customers.
• Handle inventory management, purchasing, and returns, maintaining accurate stock levels and order processes.
• Customize the schedule board, adding views and filters to enhance usability for different scheduling scenarios.
• Understand and configure advanced scheduling options, including resource scheduling optimization to achieve organizational goals and improve field service operations.