Microsoft Dynamics 365 Field Service (MB-240)

Virtual Learning: 1,450€ + IVA

REF: MB-240 Catálogo: Microsoft Área: Microsoft 365, Dynamics 365 (CRM)

Duração icon

Duração:

4 dias

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Próxima Data:

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Local:

Online

Descrição

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.

*PVP por participante. A realização do curso nas datas apresentadas está sujeita a um quórum mínimo de inscrições.

Destinatários

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

  • Área: Microsoft

  • Certificação Associada: MB-240

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Programa:

Module 1: Configure Field Service

In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including bookable resources.

Lessons

  • Configure Microsoft Dynamics 365 Field Service
  • Configure bookable resources
  • Schedule crews, facilities, and resource pools

After completing this module you will be able to:

  • Configure Field Service
  • Configure bookable resources
  • Configure and schedule crews, facilities and resource pools

Module 2: Manage work orders

In this module, we will explore work orders, incident types and inspections.

Lessons

  • Work order management, agreements, inventory and purchasing
  • Manage incident types
  • Inspections

After completing this module you will be able to:

  • Handle work orders, agreements, inventory and purchasing
  • Mange incident types
  • Create and manage inspections

Module 3: Schedule and dispatch work orders

In this module, we will learn how to work with the schedule board to schedule and dispatch work orders.

Lessons

  • Manage scheduling options
  • Customize the schedule board
  • Deploy Resource Scheduling Optimization (RSO)

After completing this module you will be able to:

  • Schedule and dispatch work orders
  • Customize the schedule board
  • Deploy RSO

Module 4: Field Service Mobile App

In this module, we will learn how customize and configure the Field Service mobile app.

Lessons

  • Get started with the Field Service mobile app
  • Customize and configure the mobile app
  • Integrate Remote Assist

After completing this module you will be able to:

  • Customize and configure the Field Service mobile app
  • Integrate Remote Assist

Module 5: Manage inventory and purchasing

In this module, we will learn how to manage inventory and purchasing in work orders.

Lessons

  • Configure Field Service work orders

After completing this module you will be able to:

  • Configure work orders
  • Manage inventory using inventory management and warehouse management
  • Make inventory adjustments and transfers

Module 6: Implement assets and connected devices

In this module, we will introduce Connected Field Service, customer assets and creating work orders from IoT data.

Lessons

  • Customer assets
  • Create work orders from IoT data

After completing this module you will be able to:

  • Create and associate customer assets
  • Create work orders from IoT data using Connected Field Service

Module 7: Microsoft Power Platform and Field Service

In this module, we will learn how to use the Microsoft Power Platform to create custom apps to enhance your Field Service solution.

Lessons

  • Create custom apps
  • Gather feedback with Customer Voice

After completing this module you will be able to:

  • Create custom apps for Dynamics 365 Field Service
  • Gather customer feedback using Customer Voice

Pré-requisitos:

Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.

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