Learn how to effectively configure a Dynamics 365 for Field Service implementation to maximize the tools and features available to efficiently manage a mobile work force.

Course Prerequisites

To ensure a successful learning experience in the MB-240T00: Microsoft Dynamics 365 Field Service course, students should have:

• Basic understanding of Microsoft Windows operating systems
• Familiarity with Customer Service, CRM, or field service practices
• General knowledge of Microsoft Office, particularly Excel
• Exposure to or experience with Microsoft Dynamics 365 or Dynamics CRM (optional but beneficial)
• Interest in improving field service operations through digital solutions

These prerequisites help establish a foundational knowledge base, enabling learners to fully engage with the course content.

Target Audience

This course is designed for:

• IT professionals delivering or supporting Field Service solutions
• Individuals involved in implementing or optimizing mobile service operations
• Professionals working with large-scale customers needing field workforce management
• Anyone interested in deploying or managing Microsoft Dynamics 365 Field Service technologies

Why Choose us

⭢ Live Online Training (Duration : 32 Hours)

⭢ Guaranteed to run classes

⭢ Experienced & certified trainers

⭢ Query Handling session

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Learning Objectives

This course delivers a comprehensive understanding of Microsoft Dynamics 365 Field Service, focusing on field resource scheduling, inventory tracking, mobile technician enablement, and automated service processes.

• Configure Field Service settings including products, services, and tax codes
• Define and manage bookable resources, such as crews, facilities, and pools
• Master work order creation and management, incorporating agreements, incident types, and inspections
• Leverage Universal Resource Scheduling (URS) and customize the schedule board to meet service delivery needs
• Implement and manage Field Service mobile applications for field technicians
• Create and track customer assets, utilizing IoT data to generate proactive service orders
• Use Field Service agreements to automate work order scheduling and invoice generation
• Manage inventory, purchasing, and returns efficiently within the Dynamics 365 ecosystem
• Customize the schedule board with views and filters for targeted scheduling
• Utilize advanced scheduling options, including Resource Scheduling Optimization (RSO), to enhance service quality and operational efficiency