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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

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Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

This is our most popular style of learning. We run courses in 1200 locations, across 200 countries in one of our hand-picked training venues, providing the all important ‘human touch’ which may be missed in other learning styles.

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Highly experienced trainers

All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning 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

We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience

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Great value for money

Get more bang for your buck! If you find your chosen course cheaper elsewhere, we’ll match it!

This is the same great training as our classroom learning but carried out at your own business premises. This is the perfect option for larger scale training requirements and means less time away from the office.

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Tailored learning experience

Our courses can be adapted to meet your individual project or business requirements regardless of scope.

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Maximise your training budget

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

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Team building opportunity

This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.

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Monitor employees progress

Keep track of your employees’ progression and performance in your own workspace.

What our customers are saying

Microsoft Dynamics 365 Field Service MB240 FAQs

Please arrive at the venue at 8:45am.
There are no formal prerequisites for this course.
This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.
We can provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is 3 day(s).
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The price for Microsoft Dynamics 365 Field Service MB240 certification in the United Kingdom starts from £2495
The Knowledge Academy is the Leading global training provider for Microsoft Dynamics 365 Field Service MB240.

Why choose us

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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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Trusted & Approved

Microsoft Dynamics 365 Training

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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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"

Joshua Davies, Thames Water

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Microsoft Dynamics 365 Field Service Functional Consultant Associate

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2 courses

Total without package:  £4990

Package price:  £2995 (Save £1995)

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