Skill Up Card - Course Bundles

Save up to €4,145 per delegate.

skill up card image - Nexus Human

MB-240 Dynamics 365 for Field Service

4.6 out of 5 rating

Jump to dates

Duration

4 Days

24 CPD hours

About this course

This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

Overview

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.

Description

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 around implementations that aid in designing more efficient solutions that align with customer and organizational goals.

Configure Field Service
  • Introduction to configuring Field Service
  • Defining products and services
  • Defining tax codes
Resource Scheduling Configuration
  • Mapping and location information
  • Configuring resource components
  • Defining account preferences
Defining and Configuring Bookable Resources
  • Defining bookable resources
  • Resource pools, crews and facilities
Configure Incidents
  • Creating an incident
  • Using service tasks
Inventory and Work Order Management
  • Configure Field Service work orders
  • Creating work orders
  • Managing work orders
Field Service Agreements
  • Using Field Service agreements
  • Set up bookings
  • Set up invoices
Inventory and Purchasing
  • Manage customer assets
  • Manage inventory
  • Purchasing and returns
Field Service Mobile
  • Mobile client overview
  • Install and deploy Field Service mobile projects
  • Manage mobile projects
  • Deploy the mobile client
Universal Resource Scheduling
  • URS overview and configuration
  • Enabling entities for URS
  • Customize entities for URS
Managing Scheduling Options
  • Using the schedule board
  • Schedule items
  • Rescheduling and substituting resources
  • Crew and pool scheduling
Customizing the Schedule Board
  • Configure the board
  • Create additional schedule boards
  • Use views to enhance the schedule board
  • Configuring schedule board queries and filters
  • Working with requirement groups
Advanced Scheduling Options
  • Working with resource scheduling optimization
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles
  • Single resource scheduling
Additional course details:

Nexus Humans MB-240T00 Dynamics 365 for Field Service training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.

This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.

Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.

While we feel this is the best course for the MB-240T00 Dynamics 365 for Field Service course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.

Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

What people say about us


Exam VoucherBook Now
FlexibleVarious165

Find out more about this course

Interested in alternative dates? Would like to book a private session of this course for your company? Or for any other queries please simply fill out the form below.