MB-240T00MSMicrosoftMS-MB-240T00A<p>After completing this course, you will be able to:</p> <ul> <li>Identify the key components involved in Field Service Implementations.</li><li>Define the products and services that will be delivered to customers.</li><li>Determine which pricing options to use in specific scenarios.</li><li>Determine which resources are required.</li></ul><p>This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.</p><ul> <li>Configure Field Service</li><li>Resource Scheduling Configuration</li><li>Defining and Configuring Bookable Resources</li><li>Configure Incidents</li><li>Inventory and Work Order Management</li><li>Field Service Agreements</li><li>Inventory and Purchasing</li><li>Field Service Mobile</li><li>Universal Resource Scheduling</li><li>Managing Scheduling Options</li><li>Customizing the Schedule Board</li><li>Advanced Scheduling Options</li></ul><h5>Module 1: Configure Field Service</h5><p>In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.</p> <h5>Lessons</h5><ul> <li>Introduction to configuring Field Service</li><li>Defining products and services</li><li>Defining tax codes</li></ul><p>you will be able to:</p> <ul> <li>Create and manage products and services</li><li>Configure tax codes for your organization</li></ul><h5>Module 2: Resource Scheduling Configuration</h5><p>In this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.</p> <h5>Lessons</h5><ul> <li>Mapping and location information</li><li>Configuring resource components</li><li>Defining account preferences</li></ul><p>you will be able to:</p> <ul> <li>Configure resource scheduling for your organization</li><li>Define account preferences</li><li>Enable location mapping</li></ul><h5>Module 3: Defining and Configuring Bookable Resources</h5><p>In this module, we will learn how to create and manage bookable resources, including resource pools and crews.</p> <h5>Lessons</h5><ul> <li>Defining bookable resources</li><li>Resource pools, crews and facilities</li></ul> <p>you will be able to:</p> <ul> <li>Define bookable resources</li><li>Create pools and crews</li><li>Manage facility records</li></ul><h5>Module 4: Configure Incidents</h5><p>In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.</p> <h5>Lessons</h5><ul> <li>Creating an incident</li><li>Using service tasks</li></ul><p>you will be able to:</p> <ul> <li>Create an incident for common service tasks</li><li>Schedule using incidents</li></ul><h5>Module 5: Inventory and Work Order Management</h5><p>In this module, we will learn how to create and use work orders to schedule resources.</p> <h5>Lessons</h5><ul> <li>Configure Field Service work orders</li><li>Creating work orders</li><li>Managing work orders</li></ul><p>you will be able to:</p> <ul> <li>Configure work orders</li><li>Schedule resources using work orders</li></ul><h5>Module 6: Field Service Agreements</h5><p>In this module, we will introduce agreements, and learn how to configure them for your organization.</p> <h5>Lessons</h5><ul> <li>Using Field Service agreements</li><li>Set up bookings</li><li>Set up invoices</li></ul><p>you will be able to:</p> <ul> <li>Use an agreement to schedule work orders</li><li>Generate invoices for customers</li></ul><h5>Module 7: Inventory and Purchasing</h5><p>In this module, we will learn about management of customer assets.</p> <h5>Lessons</h5><ul> <li>Manage customer assets</li><li>Manage inventory</li><li>Purchasing and returns</li></ul><p>you will be able to:</p> <ul> <li>Create customer asset records</li><li>Manage inventory, purchasing and returns</li></ul><h5>Module 8: Field Service Mobile</h5><p>In this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.</p> <h5>Lessons</h5><ul> <li>Mobile client overview</li><li>Install and deploy Field Service mobile projects</li><li>Manage mobile projects</li><li>Deploy the mobile client</li></ul><p>you will be able to:</p> <ul> <li>Manage mobile projects</li><li>Install and deploy the mobile client</li><li>Describe the value of the mobile app for a mobile workforce</li></ul><h5>Module 9: Universal Resource Scheduling</h5><p>In this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.</p> <h5>Lessons</h5><ul> <li>URS overview and configuration</li><li>Enabling entities for URS</li><li>Customize entities for URS</li></ul><p>you will be able to:</p> <ul> <li>Describe Universal Resource Scheduling</li><li>Enable an entity for URS</li></ul><h5>Module 10: Managing Scheduling Options</h5><p>In this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.</p> <h5>Lessons</h5><ul> <li>Using the schedule board</li><li>Schedule items</li><li>Rescheduling and substituting resources</li><li>Crew and pool scheduling</li></ul><p>you will be able to:</p> <ul> <li>Configure and use the schedule board to schedule resources</li><li>Reschedule work orders</li><li>Substitute resources</li></ul><h5>Module 11: Customizing the Schedule Board</h5><p>In this module, we will learn how to configure the schedule board to best meet the organization or scheduler&#039;s needs.</p> <h5>Lessons</h5><ul> <li>Configure the board</li><li>Create additional schedule boards</li><li>Use views to enhance the schedule board</li><li>Configuring schedule board queries and filters</li><li>Working with requirement groups</li></ul><p>you will be able to:</p> <ul> <li>Customize the schedule board</li><li>Create additional boards</li><li>Add views to a schedule board</li></ul><h5>Module 12: Advanced Scheduling Options</h5><p>In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.</p> <h5>Lessons</h5><ul> <li>Working with resource scheduling optimization</li><li>Defining optimization goals</li><li>Defining optimization scopes</li><li>Defining optimization profiles</li><li>Single resource scheduling</li></ul><p>you will be able to:</p> <ul> <li>Define optimization for an organization</li><li>Schedule single resources</li></ul>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.This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.- Configure Field Service - Resource Scheduling Configuration - Defining and Configuring Bookable Resources - Configure Incidents - Inventory and Work Order Management - Field Service Agreements - Inventory and Purchasing - Field Service Mobile - Universal Resource Scheduling - Managing Scheduling Options - Customizing the Schedule Board - Advanced Scheduling OptionsModule 1: Configure Field Service In 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 Configuration In 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 Resources In 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 Management In 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 Purchasing In 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 Mobile In 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 Scheduling In 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 Options In 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 Board In 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 Options In 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 resources4 Giorni1150.00750.008290.00850.00850.00850.002590.002590.002590.001919.001499.001690.002485.002095.002095.002520.002590.002850.00