Length
1 Day
Price
$990
Audience
End Users and Information Workers
On Demand
$495 (50 % Discount)
This Revision
MB-240T01-A
Technology
Microsoft Dynamics 365 for Marketing
Delivery Method
Instructor Led Classroom and On Demand
Language
English

MB-240T00: Microsoft 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


At course completion


After completing this course, you will be able to:

  • 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.
  • Configure the system to support resource needs.
  • Define commonly reported issues and template them for easier consumption.

   

Course Schedule

Please note all Instructor Led courses will be in Australian EST time zone.

  •  Brisbane

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  • Sydney

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  • Melbourne

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  • Perth

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  •  Canberra

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  • Auckland

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  • On Demand - Attend from the comfort of home or office

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  • Private Group Training 

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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

Before attending this course, students must have:

Basic understanding of Dynamics 365 features, functionality, and navigation.