MB-240T00: Microsoft Dynamics 365 Field Service

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About Course

The MB-240T00: Microsoft Dynamics 365 Field Service course is designed to equip learners with the knowledge and skills needed to set up, manage, and utilize the Field Service functionality in Microsoft Dynamics 365. This course covers a wide range of topics including configuring Field Service, managing work orders, inventory, purchasing, and implementing assets and connected devices. It also delves into advanced scheduling options, customizing the schedule board, and utilizing the Field Service mobile application.By engaging with the course, participants will learn how to effectively use Microsoft 365 asset management capabilities to streamline service operations, optimize resource scheduling, and enhance Customer Service. The course is structured to provide practical insights and hands-on experience, preparing learners to configure and customize the Field Service application to meet the unique needs of their organization. With this training, participants will be well-equipped to leverage MB-240 to improve field service operations and drive business success.

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What Will You Learn?

  • 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.
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