Microsoft Dynamics 365 Field Service (MB-240)

Module 1: Manage work orders in Dynamics 365 Field Service

Do you use work orders to manage engagements with your customers? This learning path discusses how to use and manage work orders using Dynamics 365 Field Service.

Lessons:

• Work order management in Dynamics 365 Field Service
• Define agreements in Dynamics 365 Field Service
• Use service-level agreements and entitlements in Dynamics 365 Field Service
• Incident types in Dynamics 365 Field Service
• Inspections in Dynamics 365 Field Service
• Customer assets in Dynamics 365 Field Service

Module 2: Universal Resource Scheduling in Microsoft Dynamics 365 Field Service

Schedule anything to the right resource for any job or task with ease. Universal Resource Scheduling (URS) is a Dynamics 365 solution that allows organizations from different industries with different scenarios.

Lessons:

• Configure bookable resources in Dynamics 365 Field Service
• Manage scheduling options in Dynamics 365 for Field Service
• Customize the schedule board in Dynamics 365 Field Service
• Deploying Resource Scheduling Optimization
• Use Resource Scheduling Optimization for Dynamics 365 Field Service
• Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service

Module 3: Implement Microsoft Dynamics 365 Field Service

Field service companies often realize they need help as they discover that workflow inefficiencies are preventing growth and limiting revenue. Taking the right steps to configure Dynamics 365 Field Service will save you time during your implementation.

Lessons:

• Configure Microsoft Dynamics 365 Field Service
• Work order management in Dynamics 365 Field Service
• Define agreements in Dynamics 365 Field Service
• Use service-level agreements and entitlements in Dynamics 365 Field Service
• Create custom apps for Dynamics 365 Field Service
• Get started with the Dynamics 365 Field Service Mobile application
• Customize and configure the Dynamics 365 Field Service Mobile application

Module 4: Solve problems in real time with Dynamics 365 Remote Assist

Empower technicians to collaborate more efficiently by working together from different locations with Dynamics 365 Remote Assist on HoloLens, HoloLens 2, Android, or iOS devices. This Learning Path starts with an introduction to Remote Assist and then moves into integrating Remote Assist with Dynamics 365 Field Service.

Lessons:

• Get started with making Remote Assist calls
• Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

Module 5: Explore the fundamentals of Microsoft Dynamics 365 Field Service

This learning path introduces learners to Dynamics 365 Field Service. You'll learn about core product capabilities and discuss the scheduling process and other tools that you can use to support your field service activities.

Lessons:

• Explore Dynamics 365 Field Service
• Describe Dynamics 365 Field Service scheduling capabilities and related apps