MB-240T01 Configuring Dynamics 365 for Field Service

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.

MB-240T01 Configuring Dynamics 365 for Field Service

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Learning 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.


    Course Details

    Course Outline

    1 - Configure Field Service
  • Introduction to field service
  • Defining products and services
  • Defining tax codes
  • 2 - Resource scheduling configuration
  • Mapping and location information
  • Configuring resource components
  • Defining account preferences
  • 3 - Defining and configuring bookable resources
  • Defining bookable resources
  • Resource pools, crews and facilities
  • 4 - Working with and configuring incidents
  • Creating incidents
  • Using service tasks
  • Defining products, services and skills
  • Actual course outline may vary depending on offering center. Contact your sales representative for more information.

    Who is it For?

    Target Audience

    MB-240T01 Configuring Dynamics 365 for Field Service

    Call | This course is SATV-Eligible
    Course Length : 1 Day (8 Hours)

    There are currently no scheduled dates for this course. Please contact us for more information.

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