MB-240: Microsoft Dynamics 365 for Field Service

  

 

Duración: 15 horas lectivas

Audiencia

Dynamics 365 for Field Service ayuda a las organizaciones a posicionarse mejor en el mercado al proporcionar una variedad de herramientas que ayudan a identificar y programar recursos y administrar cargas de trabajo para trabajadores móviles. Este curso equipará a los estudiantes con las habilidades necesarias para identificar y configurar los componentes clave que se utilizan en Dynamics 365 Field Service

Requisitos previos

Antes de asistir a este curso, los estudiantes deben tener:

  • Una comprensión de los conceptos básicos de Dynamics 365, sus funcionalidades y la navegación.
Objetivos

Este curso equipará a los estudiantes con las habilidades necesarias para identificar y configurar los componentes clave que se utilizan en Dynamics 365 Field Service

Temario

Module 1:  Configure Field Service

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

Module 2: Resource scheduling configuration

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

Module 3: Defining and configuring bookable resources

  • Defining bookable resources
  • Resource pools, crews and facilities

Module 4: Working with and configuring incidents

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

Module 5: Field Service Work Orders

  • Configure field service work orders
  • Creating work orders
  • Managing work orders

Module 6: Field Service Agreements

  • Using field service agreements
  • Set up bookings
  • Set up invoices

Module 7: Inventory and Purchasing

  • Manage customer assets
  • Manage inventory
  • Purchasing and returns

Module 8: Field Service Mobile

  • Field Service Mobile Application overview
  • Install and deploy Field Service Mobile Projects
  • Manage Mobile Projects
  • Deploy the Mobile client

Module 9: Universal Resource Scheduling

  • URS overview and configuration
  • Enabling entities for URS
  • Entity customization and automation considerations

Module 10: Managing scheduling options

  • Using the Schedule Board
  • Scheduling items
  • Rescheduling and substituting resources
  • Crew and resource pool scheduling

Module 11: Customizing the Schedule Board

  • Configure the schedule board
  • Create additional schedule boards
  • Leverage Dynamics 365 views with the schedule board
  • Configure schedule board queries and filters
  • Working with requirement groups

Module 12: Resource Scheduling Optimization

  • Resource Scheduling Optimization overview
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles

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