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Microsoft Dynamics 365 Field Service

Price
2,380 USD
4
MOC-MB-240T00-A
Classroom Training, Online Training
Microsoft

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  • Exam Voucher
    LQEX-MOC-MB-240
    Microsoft Dynamics 365 Field Service Functional Consultant
    Price: 165 USD
  • Date: 9-Sep-2024 to 12-Sep-2024
    Time: 9AM - 5PM US Eastern
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 2,380 USD
  • Date: 21-Oct-2024 to 24-Oct-2024
    Time: 9AM - 5PM US Eastern
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 2,380 USD
  • Date: 2-Dec-2024 to 5-Dec-2024
    Time: 9AM - 5PM US Eastern
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 2,380 USD
  • Date: 13-Jan-2025 to 16-Jan-2025
    Time: 9AM - 5PM US Eastern
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 2,380 USD
  • Date: 24-Feb-2025 to 27-Feb-2025
    Time: 9AM - 5PM US Eastern
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 2,380 USD
  • Date: 7-Apr-2025 to 10-Apr-2025
    Time: 9AM - 5PM US Eastern
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 2,380 USD
View Global Schedule

Course Description

Overview

Learn how to effectively configure a Dynamics 365 for Field Service implementation to maximize the tools and features available to efficiently manage a mobile work force.
 

Objectives


 

Audience

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

Prerequisites


     

Topics

Configure Microsoft Dynamics 365 Field Service
  • Key Field Service configuration considerations
  • Define Field Service products and services
  • Work with work order types, territories, and status settings
  • Resolutions
  • Define incident and service task types
  • Define account preferences
  • Exercise - Configure Field Service settings
Configure bookable resources in Dynamics 365 Field Service
  • Overview of bookable resources
  • Setup and configuration
  • Define bookable resources
  • Work with crews, facilities, and pools
  • Configure entities for URS
  • Exercise - Set up and configure bookable resources
  • Check your knowledge
Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service
  • Schedule multiple resources and facilities
  • Define resources
  • Work with fulfillment preferences
  • Work with requirement groups
  • Crew facility resource pool scheduling
  • Exercise - Schedule multiple resources
  • Check your knowledge
Work order management, agreements, inventory, and purchasing in Dynamics 365 Field Service
  • Overview of the Field Service work order lifecycle
  • Create and define work orders
  • Work with work order-related records
  • Exercise - Create work orders
  • Entitlement
  • Work with agreements
  • Service level agreements (SLAs) for work orders
  • Work with inventory and warehouses
Incident types in Dynamics 365 Field Service
  • Introduction
  • Define incident types
  • Create incident types
  • Use incident types
Inspections in Dynamics 365 Field Service
  • Introduction
  • Create inspections
  • Associate inspections
  • Perform inspections
Manage scheduling options in Dynamics 365 for Field Service
  • Overview of scheduling capabilities
  • Overview of the schedule board
  • Schedule and reschedule
  • Reschedule and move items
  • Exercise - Schedule items
Customize the schedule board in Dynamics 365 Field Service
  • Work with multiple schedule boards
  • Schedule Board options
  • Design and use views with the Schedule Board
  • Configure schedule board filter queries
  • Exercise - Customize the Schedule Board
  • Check your knowledge
Deploying Resource Scheduling Optimization
  • Resource Scheduling Optimization overview
  • Setup and deployment options
  • RSO configuration options
  • Define optimization goals
  • Define optimization scopes
  • Define optimization schedules
Get started with the Dynamics 365 Field Service Mobile application
  • Introduction
  • Deploy the mobile application
  • Work with the mobile application
  • Service customer assets
  • Work offline and update offline data
  • More mobile application capabilities
Customize and configure the Dynamics 365 Field Service Mobile application
  • Introduction
  • Edit the mobile application
  • Offline configuration
  • Barcode scanning and global search
  • Audit locations
  • Configure push notifications
Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service
  • Introduction
  • Application setup and user configuration
  • Make Remote Assist calls for Field Service work orders
  • Make Remote Assist calls
  • Use Field Service bookings on a HoloLens device
  • Check your knowledge
Customer assets in Dynamics 365 Field Service
  • Introduction
  • Create customer assets
  • Associate customer assets
  • Set up customer asset hierarchies
  • Use functional locations
Set up Field Service to create work orders from IoT data
  • Introduction
  • Installation and setup
  • Configure Connected Field Service
  • Device data
  • Visualize device readings
  • IoT alerts
  • Mobile app
Create custom apps for Dynamics 365 Field Service
  • Introduction
  • Create apps from Power Apps
  • Deploy the customer experiences portal
  • Customize Dynamics 365 Field Service
  • Universal Resource Scheduling
  • Set up and customize schedule boards
Gather customer feedback with Dynamics 365 Customer Voice
  • Introduction
  • Create a project by using the support template
  • Customize email templates with survey variables
  • Configure Power Automate to send surveys after a case is resolved
  • Create surveys for omnichannel surveys and satisfaction metrics
  • Set up post chat surveys
  • Exercise - Customize email templates with survey variables
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