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

To ensure a successful learning experience in the MB-240T00: Microsoft Dynamics 365 Field Service course, students should meet the following minimum prerequisites:

• Basic understanding of Microsoft Windows operating systems and its core functionality.
• Familiarity with basic customer service, field service, or CRM principles and practices.
• General knowledge of common Microsoft Office applications, particularly Microsoft Excel.
• Exposure to or experience with any version of Microsoft Dynamics 365 or Dynamics CRM is beneficial but not required.
• An interest in learning how to improve field service operations and customer support using Microsoft Dynamics 365 technologies.

These prerequisites are designed to establish a foundational knowledge base from which the course material will build upon. They are not meant to be barriers but rather to ensure that each participant can fully engage with and benefit from the course content.

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.