MB-240: Microsoft Dynamics 365 Field Service
Dynamics 365 Field Service is intended for managing mobile fieldwork, such as equipment maintenance, inspections or other similar tasks.
Dynamics 365 Field Service training provides a deep dive in this area starting with the configuration of key components, product and service pricing setup, bookable resources, and reporting. The course follows the service order lifecycle, including incidents, agreements, and inspections. Different order scheduling options are covered, including Universal Resource Scheduling.
The Field Service mobile app is one of the key tools of employees in the field allowing them to be on top of current and upcoming work orders, receive assistance (including through the Remote Assist) and successfully complete work. Other areas covered in the course are inventory and purchasing for field service, Connected Field Service and customer assets, and managing customer experiences. In addition, the course includes an overview of upcoming features and Dynamics Copilot capabilities.
Implementation: Class (in Finnish), Online (in Finnish)
Length: 2 days
Starting dates: 13.11.2024
Material: Microsoft English Material (MOC)
Audience profileThe course is especially for:
- New Field Service users to ensure quick start with the application
- Users with some experience, who might have learned this application themselves, to receive more systematic view
- Consultants, who will be involved in the implementation of Field Service
Participants should have a basic understanding of field service activities. Some experience from other Microsoft Dynamics 365 products (like Sales or Customer Insights) is helpful, but not required.
Learning Path 1: Configure field service applications
- Configure Microsoft Dynamics 365 Field Service
- Configure bookable resources
- Schedule crews, facilities, and resource pooling
Learning Path 2: Manage work orders
- Work order management
- Manage incident types
- Create and perform inspections
- Work with Entitlements and Service Level Agreements
Learning Path 3: Schedule and dispatch work orders
- Manage scheduling options
- Configure schedule boards
- Resource Scheduling Optimization
Learning Path 4: Manage the Field Service mobile app
- Get started with the Dynamics 365 Field Service Mobile application
- Customize and configure the Dynamics 365 Field Service Mobile app
- Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service
Learning Path 5: Manage inventory and purchasing
- Manage inventory and warehouses
- Manage purchasing and returns
Learning Path 6: Implement assets and connected devices
- Customer assets
- Connected Field Service
Learning Path 7: Power Platform for Field Service
- Create custom apps for Dynamics 365 Field Service
- Gather customer feedback with Dynamics 365 Customer Voice
