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Section 1

Course Outline

Section 2

Module 1: Configure Field Service

In this introductory module, you will be introduced to key concepts of Dynamics 365 Field Service, including products, services, and tax codes.

Section 3

Lessons:

1

Introduction to configuring Field Service

2

Defining products and services

3

Defining tax codes

Section 4

Module 2: Resource Scheduling Configuration

1

In this module, you will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.

Section 5

Lessons:

1

Mapping and location information

2

Configuring resource components

3

Defining account preferences

Section 6

Module 3: Defining and Configuring Bookable Resources

1

In this module, you will learn how to create and manage bookable resources, including resource pools and crews.

Section 7

Lessons:

1

Defining bookable resources

2

Resource pools, crews, and facilities

Section 8

Module 4: Configure Incidents

1

In this module, you will learn how incidents can improve the scheduling efficiency and consistency of your organization.

Section 9

Lessons:

Section 10

Module 5: Inventory and Work Order Management

1

In this module, you will learn how to create and use work orders to schedule resources.

Section 11

Lessons:

1

Configure Field Service work orders

Section 12

Module 6: Field Service Agreements

1

In this module, you will be introduced to agreements, and learn how to configure them for your organization.

Section 13

Lessons:

1

Using Field Service agreements

Section 14

Module 7: Inventory and Purchasing

1

In this module, you will learn about management of customer assets.

Section 15

Lessons:

1

Manage customer assets

2

Manage inventory

3

Purchasing and returns

Section 16

Module 8: Field Service Mobile

1

In this module, you will learn how to use and configure the Field Service Mobile application for a mobile workforce.

Section 17

Lessons:

1

Mobile client overview

2

Install and deploy Field Service mobile projects

3

Manage mobile projects

4

Deploy the mobile client

Section 18

Module 9: Universal Resource Scheduling

1

In this module, you will be introduced to the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.

Section 19

Lessons:

1

URS overview and configuration

2

Enabling entities for URS

3

Customize entities for URS

Section 20

Module 10: Managing Scheduling Options

1

In this module, you will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.

Section 21

Lessons:

1

Using the schedule board

2

Schedule items

3

Rescheduling and substituting resources

4

Crew and pool scheduling

Section 22

Module 11: Customizing the Schedule Board

1

In this module, you will learn how to configure the schedule board to best meet the organization or scheduler’s needs.

Section 23

Lessons:

1

Configure the board

2

Create additional schedule boards

3

Use views to enhance the schedule board

4

Configuring schedule board queries and filters

5

Working with requirement groups

Section 24

Module 12: Advanced Scheduling Options

1

In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.

Section 25

Lessons:

1

Working with resource scheduling optimization

2

Defining optimization goals

3

Defining optimization scopes

4

Defining optimization profiles

5

Single resource scheduling

Exam MB-240: Microsoft Dynamics 365 Field Service

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Course sections

Course Outline

Module 1: Configure Field Service

Lessons:

Module 2: Resource Scheduling Configuration

Lessons:

Module 3: Defining and Configuring Bookable Resources

Lessons:

Module 4: Configure Incidents

Lessons:

Module 5: Inventory and Work Order Management

Lessons:

Module 6: Field Service Agreements

Lessons:

Module 7: Inventory and Purchasing

Lessons:

Module 8: Field Service Mobile

Lessons:

Module 9: Universal Resource Scheduling

Lessons:

Module 10: Managing Scheduling Options

Lessons:

Module 11: Customizing the Schedule Board

Lessons:

Module 12: Advanced Scheduling Options

Lessons:

Questions

Course Outline

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