Configuring Dynamics 365 for Field Service (MB-240T01-A)

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.

Prerequisites
Basic understanding of Dynamics 365 features, functionality, and navigation.
 
Course Objectives
After completing this course, you will be able to:
  • 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.
  • Configure the system to support resource needs.
  • Define commonly reported issues and template them for easier consumption
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Course Outline

Module 1: Configure Field Service
Lessons

  • Introduction to field service
  • Defining products and services
  • Defining tax codes

Module 2: Resource scheduling configuration
Lessons

  • Mapping and location information
  • Configuring resource components
  • Defining account preferences

Module 3: Defining and configuring bookable resources
Lessons

  • Defining bookable resources
  • Resource pools, crews and facilities

Module 4: Working with and configuring incidents
Lessons

  • Creating incidents
  • Using service tasks
  • Defining products, services and skills