MB-240T02 Work order and delivery execution for Dynamics 365 for Field Service

This course will equip students with the skills necessary to execute, identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying what a typical work order lifecycle looks like as well as the organizational considerations that will drive configuration decisions. Additionally, this course will focus on components that are commonly used in relation to work orders including agreements, inventory components, purchasing, and mobility strategies.

This course helps students better understand the bigger picture and end goals focused around work order delivery and execution that aid in designing more efficient solutions that align with customer and organizational goals.

MB-240T02 Work order and delivery execution for Dynamics 365 for Field Service

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Learning Objectives

After completing this course, you will be able to:

  • Identify the key areas involved in a work order lifecycle.
  • Generate agreements that can be used to automatically create work orders.
  • Leverage the inventory management capabilities of Dynamics 365 for Field Service.
  • Create and work Purchase Orders through their lifecycle.
  • Deploy and Configure the Field Service Mobile Application.

     

    Course Details

    Course Outline

    1 - Field Service Work Orders
  • Configure field service work orders
  • Creating work orders
  • Managing work orders
  • 2 - Field Service Agreements
  • Using field service agreements
  • Set up bookings
  • Set up invoices
  • 3 - Inventory and Purchasing
  • Manage customer assets
  • Manage inventory
  • Purchasing and returns
  • 4 - Field Service Mobile
  • Field Service Mobile Application overview
  • Install and deploy Field Service Mobile Projects
  • Manage Mobile Projects
  • Deploy the Mobile client
  • Actual course outline may vary depending on offering center. Contact your sales representative for more information.

    Who is it For?

    Target Audience

    MB-240T02 Work order and delivery execution for 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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