MB-240

Dynamics 365 Field Service Functional Consultant (MB-240)

Master Microsoft Dynamics 365 Field Service implementation. Learn to configure field service applications manage work orders schedule resources and optimize field operations for frontline workers.

75 lessons
15 hours
11 modules
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Course Content

11 modules · 75 lessons

Module 1: Configure Field Service Applications

Configure core Field Service components resources pricing and integrations for field operations.

Core Field Service Components

Implement security territories characteristics and Field Service settings.

Product and Service Pricing

Configure products services and pricing rules for field service operations.

Bookable Resources Configuration

Create and manage bookable resources including frontline workers.

Multiple Resources Scheduling

Configure requirement groups pools and crews for complex scheduling.

Tool Integrations

Integrate Remote Assist Guides and Field Service Portal.

Module 2: Manage Work Orders and Customer Assets

Create and manage work orders incidents agreements inspections and customer assets.

Work Order Lifecycle

Configure work order types statuses and resolutions.

Creating and Managing Work Orders

Create manage and close work orders effectively.

Managing Incidents

Configure incident types and add tasks products and services.

Agreements and Entitlements

Configure agreements for recurring work and invoicing.

Inspections Management

Create and manage inspection templates and workflows.

Customer Assets Configuration

Create manage and track customer assets and functional locations.

Module 3: Schedule and Dispatch Work Orders

Configure scheduling options schedule boards and Universal Resource Scheduling.

Scheduling Options

Configure schedule boards assistant and fulfillment preferences.

Schedule Board Management

Configure and customize schedule boards for dispatchers.

Universal Resource Scheduling

Configure URS for custom tables and geocoding.

Module 4: Field Service Mobile App

Set up and deliver work orders using the Field Service mobile application.

Delivering Work Orders Mobile

Complete work orders and service assets using the mobile app.

Mobile App Setup

Configure security customizations and offline profiles.

Module 5: Inventory and Purchasing Management

Manage inventory warehouses purchasing and product returns.

Inventory and Warehouses

Set up and manage inventory across warehouses.

Purchasing and Returns

Create purchase orders and manage product returns.

Module 6: Connected Field Service

Configure IoT integrations and predictive maintenance.

IoT Integration

Connect IoT devices and alerts to Field Service.

Predictive Maintenance

Implement predictive maintenance with AI and telemetry.

Module 7: Microsoft Power Platform Implementation

Extend Field Service with model-driven apps canvas apps and Power Automate.

Model-Driven App Configuration

Create and configure forms views and navigation.

Custom Apps and Automations

Build canvas apps and automate tasks with Power Automate.

Module 8: Resource Scheduling Optimization

Configure Resource Scheduling Optimization for automated scheduling.

RSO Configuration

Set up and configure Resource Scheduling Optimization.

RSO Advanced Features

Configure advanced RSO features and simulations.

Module 9: Field Service Copilot and AI

Leverage Copilot and AI capabilities in Field Service.

AI Features in Field Service

Configure and use AI-powered features in Field Service.

Module 10: Customer Experience and Notifications

Configure customer communications and self-service experiences.

Customer Communications

Set up automated notifications and customer engagement.

Self-Service Booking

Enable customers to schedule their own appointments.

Module 11: Reporting and Analytics

Configure reports dashboards and analytics for Field Service.

Field Service Reporting

Create and customize Field Service reports.

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