MB-240T00: Configuring Dynamics 365 Field Service
About this Course
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.
Audience Profile
At Course Completion
- 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.
Outline
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
Prerequisites
Basic understanding of Dynamics 365 features, functionality, and navigation.