Booking options
Price on Enquiry
Price on Enquiry
Delivered Online
4 days
All levels
Duration
4 Days
24 CPD hours
This course is intended for
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.
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.
Nexus Human, established over 20 years ago, stands as a pillar of excellence in the realm of IT and Business Skills Training and education in Ireland and the UK....