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Dynamics Edge
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Price: $1995
Duration: 3 days
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Course 24000

Price: $1995, Length: 3 days

MB-240 Dynamics 365 for Field Service

24000 MB-240 Dynamics 365 for Field Service Training

Dynamics 365 for 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 around implementations that aid in designing more efficient solutions that align with customer and organizational goals

Increase the efficiency of your resource scheduling and management with this productivity-focused Dynamics 365 for Field Service (CRM) training package.

This 3-day Microsoft Dynamics 365 for Field Service (CRM) training contains the following 3 courses. This training is also designed to help you prepare for Exam MB-240.

Course Outline

MB-240T01 : Configuring Dynamics 365 for Field Service

Module 1: Configure Field Service
Lessons

  • Introduction to field service
  • Defining products and services
  • Defining tax codes

Module 2: Resource scheduling configuration
Lessons

  • Mapping and location information
  • Configuring resource components
  • Defining account preferences

Module 3: Defining and configuring bookable resources
Lessons

  • Defining bookable resources
  • Resource pools, crews and facilities

Module 4: Working with and configuring incidents
Lessons

  • Creating incidents
  • Using service tasks
  • Defining products, services and skills

MB-240T02 : Work order and delivery execution for Dynamics 365 for Field Service

Module 1: Field Service Work Orders
Lessons

  • Configure field service work orders
  • Creating work orders
  • Managing work orders

Module 2: Field Service Agreements
Lessons

  • Using field service agreements
  • Set up bookings
  • Set up invoices

Module 3: Inventory and Purchasing
Lessons

  • Manage customer assets
  • Manage inventory
  • Purchasing and returns

Module 4: Field Service Mobile
Lessons

  • Field Service Mobile Application overview
  • Install and deploy Field Service Mobile Projects
  • Manage Mobile Projects
  • Deploy the Mobile client

MB-240T03 : Universal Resource Scheduling for Dynamics 365 for Field Service

Module 1: Universal Resource Scheduling
Lessons

  • URS overview and configuration
  • Enabling entities for URS
  • Entity customization and automation considerations

Module 2: Managing scheduling options
Lessons

  • Using the Schedule Board
  • Scheduling items
  • Rescheduling and substituting resources
  • Crew and resource pool scheduling

Module 3: Customizing the Schedule Board
Lessons

  • Configure the schedule board
  • Create additional schedule boards
  • Leverage Dynamics 365 views with the schedule board
  • Configure schedule board queries and filters
  • Working with requirement groups

Module 4: Resource Scheduling Optimization
Lessons

  • Resource Scheduling Optimization overview
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles

We look forward to your great success!

*NOTE: if an average rating and rating count are shown on this page, they are based on all reviews associated with Dynamics Edge that are shown on the review page, and are not restricted to reviews only for the particular course offered on this page.


24000MB-240 Dynamics 365 for Field Service