title

Date: xxx

Location: xxx

Time: xxx

Price: xxx

Please take a moment to fill out this form. We will get back to you as soon as possible.

All fields marked with an asterisk (*) are mandatory.

First Name* Last Name* Company Email* Phone How many people need group training? Comments Yes, I'd like to receive special offers from LearnQuest. I have read and agree to LearnQuest's Terms and Conditions and Privacy Policy, and I consent to have my submitted information stored.

Microsoft Dynamics 365 Field Service

Price

1.460 EUR

Duration

3 Days

Course

MOC-MB-240T00-RS

Available Formats

Classroom Training, Online Training

View Class Schedule Course Description Group Training Questions? Contact Us

AWS Training Pass

Take advantage of flexible training options with the AWS Training Pass and get Authorized AWS Training for a full year.

Learn More

Class Schedule

Delivery Formats

Sort & Filter

Sort results

Filter Classes

Guaranteed to Run

Modality

Location

Language

Date

Sorry, there are no public classes currently scheduled in your country.

Please complete this form, and a Training Advisor will be in touch with you shortly to address your training needs.

First Name* Last Name* Company Email* Phone Training Option

Comments Yes, I'd like to receive special offers from LearnQuest. I have read and agree to LearnQuest's Terms and Conditions and Privacy Policy, and I consent to have my submitted information stored.

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

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.

Audience

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

Topics

Course OutlineModule 1: Configure Field ServiceIn this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.Lessons

Introduction to configuring Field Service
Defining products and services
Defining tax codes

you will be able to:

Create and manage products and services
Configure tax codes for your organization

Module 2: Resource Scheduling ConfigurationIn this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.Lessons

Mapping and location information
Configuring resource components
Defining account preferences

you will be able to:

Configure resource scheduling for your organization
Define account preferences
Enable location mapping

Module 3: Defining and Configuring Bookable ResourcesIn this module, we will learn how to create and manage bookable resources, including resource pools and crews.Lessons

Defining bookable resources
Resource pools, crews and facilities

you will be able to:

Define bookable resources
Create pools and crews
Manage facility records

Module 4: Configure Incidents In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.Lessons

Creating an incident
Using service tasks

you will be able to:

Create an incident for common service tasks
Schedule using incidents

Module 5: Inventory and Work Order ManagementIn this module, we will learn how to create and use work orders to schedule resources.Lessons

Configure Field Service work orders
Creating work orders
Managing work orders

you will be able to:

Configure work orders
Schedule resources using work orders

Module 6: Field Service Agreements In this module, we will introduce agreements, and learn how to configure them for your organization.Lessons

Using Field Service agreements
Set up bookings
Set up invoices

you will be able to:

Use an agreement to schedule work orders
Generate invoices for customers

Module 7: Inventory and PurchasingIn this module, we will learn about management of customer assets.Lessons

Manage customer assets
Manage inventory
Purchasing and returns

you will be able to:

Create customer asset records
Manage inventory, purchasing and returns

Module 8: Field Service MobileIn this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.Lessons

Mobile client overview
Install and deploy Field Service mobile projects
Manage mobile projects
Deploy the mobile client

you will be able to:

Manage mobile projects
Install and deploy the mobile client
Describe the value of the mobile app for a mobile workforce

Module 9: Universal Resource SchedulingIn this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.Lessons

URS overview and configuration
Enabling entities for URS
Customize entities for URS

you will be able to:

Describe Universal Resource Scheduling
Enable an entity for URS

Module 10: Managing Scheduling OptionsIn this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.Lessons

Using the schedule board
Schedule items
Rescheduling and substituting resources
Crew and pool scheduling

you will be able to:

Configure and use the schedule board to schedule resources
Reschedule work orders
Substitute resources

Module 11: Customizing the Schedule BoardIn this module, we will learn how to configure the schedule board to best meet the organization or scheduler's needs.Lessons

Configure the board
Create additional schedule boards
Use views to enhance the schedule board
Configuring schedule board queries and filters
Working with requirement groups

you will be able to:

Customize the schedule board
Create additional boards
Add views to a schedule board

Module 12: Advanced Scheduling OptionsIn this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.Lessons

Working with resource scheduling optimization
Defining optimization goals
Defining optimization scopes
Defining optimization profiles
Single resource scheduling

you will be able to:

Define optimization for an organization
Schedule single resources

Microsoft Dynamics 365 Finance

MOC-MB-310T00-RS
- Duration: 4 Days
- Delivery Format: Classroom Training, Online Training
- Price: 1,940.00 EUR
Microsoft Dynamics 365 Supply Chain Management

MOC-MB-330T00-RS
- Duration: 5 Days
- Delivery Format: Classroom Training, Online Training
- Price: 2,430.00 EUR

2023 Top 20 Training Industry Company - IT Training

Need Help?

Call us at 877-206-0106 or e-mail us at info@learnquest.com

Personalized Solutions

Need a personalized solution for your Training? Contact us, and one of our training advisors will help you find the best solution.

Need Help?

Do you have a question about the courses, instruction, or materials covered? Do you need help finding which course is best for you? We are here to help!

Talk to us

Self-Paced Training Info

Learn at your own pace with anytime, anywhere training

Same in-demand topics as instructor-led public and private classes.
Standalone learning or supplemental reinforcement.
e-Learning content varies by course and technology.
View the Self-Paced version of this outline and what is included in the SPVC course.
Learn more about e-Learning

Course Added To Shopping Cart

bla

Self-Paced Training Terms & Conditions

??spvc-wbt-warning??

??group-training-form-area??

??how-can-we-help-you-area??

??personalized-form-area??

??request-quote-area??

here's the message from the cart

To view the cart, you can click "View Cart" on the right side of the heading on each page

View Cart

Add to cart clicker.

Purchase Information

??elearning-coursenumber?? ??coursename??

View Cart

Thank you for your interest in LearnQuest.

Thank you for your interest in Private Training.

Thank you for your interest in LearnQuest!

title

Microsoft Dynamics 365 Field Service

AWS Training Pass

Class Schedule

Sort results

Filter Classes

Guaranteed to Run

Modality

Location

Language

Date

Course Description

Overview

Objectives

Audience

Prerequisites

Topics

Recognition

Microsoft Dynamics 365 Finance

Microsoft Dynamics 365 Supply Chain Management

Need Help?

Personalized Solutions

Need Help?

IBM TechXchange Conference 2024

Self-Paced Training Info

Course Added To Shopping Cart

Self-Paced Training Terms & Conditions

STOP! Before You Leave

Save 0% on this course!

Purchase Information

Need more Information?

title

Microsoft Dynamics 365 Field Service

AWS Training Pass

Class Schedule

Sort results

Filter Classes

Guaranteed to Run

Modality

Location

Language

Date

Course Description

Overview

Objectives

Audience

Prerequisites

Topics

Recognition

Related Courses

Microsoft Dynamics 365 Finance

Microsoft Dynamics 365 Supply Chain Management

Need Help?

Personalized Solutions

Need Help?

20% Off All Project Management Training Courses

IBM TechXchange Conference 2024

Self-Paced Training Info

Course Added To Shopping Cart

Self-Paced Training Terms & Conditions

STOP! Before You Leave

Save 0% on this course!

Purchase Information

Need more Information?