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Microsoft Dynamics 365 Field Service (MB-240T00)

Microsoft Dynamics 365 Field Service (MB-240T00)
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Dynamics 365 Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This course helps students better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals.

Wat leer je?

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.

Trainingsvorm

1,240.00

(excl. BTW)

Trainingsduur

3 dagen

Afronding

Certificaat van deelname

Startdatum

13 april 2021

Locatie

Startel (Drachten)

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Trainingsdata

Startdatum

Trainingsvorm

Locatie

Duur

Prijs

datum:
13 april 2021

Klassikaal

Startel (Drachten)

3 dagen

1,240.00

datum:
13 april 2021

Virtueel

Virtual

3 dagen

1,165.00

datum:
28 juni 2021

Klassikaal

Startel (Drachten)

3 dagen

1,240.00

datum:
28 juni 2021

Virtueel

Virtual

3 dagen

1,165.00

datum:
13 september 2021

Klassikaal

Startel (Drachten)

3 dagen

1,240.00

datum:
13 september 2021

Virtueel

Virtual

3 dagen

1,165.00

datum:

In company

Waarom Startel?

Persoonlijke
aanpak
Ervaren
trainers
Aanbod
op maat
Klassikaal en e-learning
mogelijkheden

Het programma




Course OutlineModule 1: Configure Field ServiceIn this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.Lessons 

  • Introduction to configuring Field Service
  • Defining products and services
  • Defining tax codes


you will be able to:

  • Create and manage products and services 
  • Configure tax codes for your organization


Module 2: Resource Scheduling ConfigurationIn this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.Lessons 

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


you will be able to:

  • Configure resource scheduling for your organization
  • Define account preferences 
  • Enable location mapping


Module 3: Defining and Configuring Bookable ResourcesIn this module, we will learn how to create and manage bookable resources, including resource pools and crews.Lessons 

  • Defining bookable resources
  • Resource pools, crews and facilities 


you will be able to:

  • Define bookable resources 
  • Create pools and crews
  • Manage facility records


Module 4: Configure Incidents In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.Lessons 

  • Creating an incident 
  • Using service tasks


you will be able to:

  • Create an incident for common service tasks 
  • Schedule using incidents 


Module 5: Inventory and Work Order ManagementIn this module, we will learn how to create and use work orders to schedule resources.Lessons 

  • Configure Field Service work orders
  • Creating work orders
  • Managing work orders


you will be able to:

  • Configure work orders
  • Schedule resources using work orders


Module 6: Field Service Agreements In this module, we will introduce agreements, and learn how to configure them for your organization.Lessons 

  • Using Field Service agreements 
  • Set up bookings
  • Set up invoices 


you will be able to:

  • Use an agreement to schedule work orders
  • Generate invoices for customers


Module 7: Inventory and PurchasingIn this module, we will learn about management of customer assets.Lessons 

  • Manage customer assets
  • Manage inventory 
  • Purchasing and returns 


you will be able to:

  • Create customer asset records 
  • Manage inventory, purchasing and returns


Module 8: Field Service MobileIn this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.Lessons 

  • Mobile client overview 
  • Install and deploy Field Service mobile projects
  • Manage mobile projects
  • Deploy the mobile client 


you will be able to:

  • Manage mobile projects
  • Install and deploy the mobile client 
  • Describe the value of the mobile app for a mobile workforce


Module 9: Universal Resource SchedulingIn this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.Lessons 

  • URS overview and configuration
  • Enabling entities for URS 
  • Customize entities for URS 


you will be able to:

  • Describe Universal Resource Scheduling
  • Enable an entity for URS 


Module 10: Managing Scheduling OptionsIn this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.Lessons 

  • Using the schedule board
  • Schedule items
  • Rescheduling and substituting resources 
  • Crew and pool scheduling


you will be able to:

  • Configure and use the schedule board to schedule resources 
  • Reschedule work orders
  • Substitute resources 


Module 11: Customizing the Schedule BoardIn this module, we will learn how to configure the schedule board to best meet the organization or scheduler's needs.Lessons 

  • Configure the board
  • Create additional schedule boards 
  • Use views to enhance the schedule board 
  • Configuring schedule board queries and filters 
  • Working with requirement groups 


you will be able to:

  • Customize the schedule board
  • Create additional boards 
  • Add views to a schedule board 


Module 12: Advanced Scheduling OptionsIn this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.Lessons 

  • Working with resource scheduling optimization 
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles
  • Single resource scheduling


you will be able to:

  • Define optimization for an organization 
  • Schedule single resources

Hoe maken we het persoonlijk?

Bij Startel is persoonlijk ook écht persoonlijk. Om de best passende trainingen te geven starten we met het belangrijkste ingrediënt: jou.

  1. We starten altijd met een intake om jou te leren kennen.
  2. We passen de Training aan de hand van jouw ambitie en doelen aan.
  3. We kijken ook naar jouw persoonlijke situatie om de lesstof zo praktisch mogelijk te maken.

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Microsoft Dynamics 365 Field Service (MB-240T00)
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Overall rating: 0 out of 5 based on 0 reviews.

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