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Microsoft Dynamics 365 MB-240 Field Service Functional Consultant certification training course for professionals implement field service processes designed in collaboration with internal and external teams. This collaboration includes configuring the default administration areas of the Field Service application, deploying the Connected Field Service (IoT) solution and the mobile app, and implementing any additional customizations needed. They are responsible for the configuration and deployment of the Field Service app in conjunction with the core customer service application.
About the Trainer
Introduction
- Name: John Smith
- Professional Title: Lead Developer D365 in top MNC
- Education: Master’s in Computer Science, XYZ University
- Certifications:
- Microsoft dynamics 365 Customisation and Configuration M55242
- Microsoft Power Platform Developer PL400
- Expertise:
- Over 15 years of experience in software development and architecture
- Proficient in full-stack development with expertise in D365 CE and web application development
- Industry Experience:
- Worked with leading tech companies, contributing to the development of scalable and secure applications solutions built on D365 CE with other 3rd party applications
- Extensive experience in designing and implementing cloud-based solutions for diverse industries
- Training Experience:
- Conducted numerous training sessions on cloud architecture, software development best practices, and agile methodologies
- Received positive feedback for clear communication and hands-on, practical training approach
- Skills:
- Strong communication and presentation skills
- Ability to convey complex technical concepts in an understandable manner
- Passionate about fostering a collaborative and engaging learning environment
Checklist
Skill level
Beginner to Advanced
Time to complete
25 to 30 hrs online mode: LIVE session, MSD CE expert, MVP
Key take aways
e-book and certification of completion
Prerequisites
None – anyone who has bit of CRM experience and logical thinking
Offer
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10% Off on
EARLY BIRD OFFER
About this course
The Microsoft Dynamics 365 MB-240 Field Service Functional Consultant certification offered by Microsoft for Candidates must know how to configure resources, characteristics, incident types, inventory integration, service agreements, resource scheduling, work orders, inspections, service tasks, field service user roles, field service settings, the Connected Field Service (IoT) solution, and the Dynamics 365 Field Service mobile app. They must also know how to customize components of the Field Service app.
Syllabus
Module 1: Configure Microsoft Dynamics 365 Field Service
- Key Field Service Configuration Considerations
- Define Field Service Products and Services
- Work with Work Order Types, Territories, and Status Settings
- Resolutions
- Define Incident and Service Task Types
- Define Account Preferences
Lab: Configure Field Service Settings
Module 2: Configure Bookable Resources in Dynamics 365 Field Service
- Overview of Bookable Resources
- Setup and Configuration
- Define Bookable Resources
- Work with Crews, Facilities, and Pools
- Configure Entities for URS
Module 3: Schedule Crews, Facilities, and Resource Pooling in Dynamics 365 Field Service
- Schedule Multiple Resources and Facilities
- Define Resources
- Work with Fulfillment Preferences
- Work with Requirement Groups
- Crew Facility Resource Pool Scheduling
Lab: Schedule Multiple Resources
Module 4: Work Order Management in Dynamics 365 Field Service
- Field Service Work Order Lifecycle
- Create and Define Work Orders
- Work with Work Order-Related Records
- Work with Incidents
- Scheduling Considerations
- Work with Inventory and Warehouses
- Customer Assets
Module 5: Incident Types in Dynamics 365 Field Service
- Define Incident Types
- Create Incident Types
- Use Incident Types
Module 6: Inspections in Dynamics 365 Field Service
- Create Inspections
- Associate Inspections
- Perform Inspections
Module 7: Manage Scheduling Options in Dynamics 365 for Field Service
- Scheduling Capabilities
- Schedule Board
- Schedule and Reschedule
- Reschedule and Move Items
Module 8: Customise the Schedule Board in Dynamics 365 Field Service
- Work with Multiple Schedule Boards
- Schedule Board Options
- Design and Use Views with the Schedule Board
- Configure Schedule Board Filter Queries
Lab: Customise the Schedule Board
Module 9: Deploying Resource Scheduling Optimisation
- Resource Scheduling Optimisation Overview
- Setup and Deployment Options
- RSO Configuration Options
- Optimisation Goals
- Optimisation Scopes
- Optimisation Schedules
Module 10: Dynamics 365 Field Service Mobile Application
- Deploy the Mobile Application
- Work with the Mobile Application
- Service Customer Assets
- Work Offline and Update Offline Data
- More Mobile Application Capabilities
Module 11: Customise and Configure the Dynamics 365 Field Service Mobile Application
- Edit the Mobile Application
- Offline Configuration
- Barcode Scanning and Global Search
- Audit Locations
- Configure Push Notifications
Module 12: Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service
- Application Setup and User Configuration
- Make Remote Assist Calls for Field Service Work Orders
- Make Remote Assist Calls
- Use Field Service Bookings on a HoloLens Device
Module 13: Customer Assets in Dynamics 365 Field Service
- Create Customer Assets
- Associate Customer Assets
- Set Up Customer Asset Hierarchies
- Use Functional Locations
Module 14: Set Up Field Service to Create Work Orders from IoT Data
- Installation and Setup
- Configure Connected Field Service
- Device Data
- Visualize Device Readings
- IoT Alerts
- Mobile App
Module 15: Create Custom Apps for Dynamics 365 Field Service
- Create Apps from Power Apps
- Deploy the Customer Experiences Portal
- Customise Dynamics 365 Field Service
- Universal Resource Scheduling
- Set Up and Customise Schedule Boards
Module 16: Gather Customer Feedback with Dynamics 365 Customer Voice
- Create a Project by Using the Support Template
- Customise Email Templates with Survey Variables
- Configure Power Automate to Send Surveys After a Case is Resolved
- Create Surveys for Omnichannel Surveys and Satisfaction Metrics
- Set Up Post Chat Surveys
Lab: Customise Email Templates with Survey Variables