MB 240T00 Microsoft Dynamics 365 Field Service

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, students 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, students 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, students 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, students 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, students 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, students 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, students will be able to:

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