Course MB-240T01-A: Configuring Dynamics 365 Field Service

Dynamics 365 for Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. 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.

Job role: Functional Consultant

Skills gained

  • 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.

Prerequisites

Basic understanding of Dynamics 365 features, functionality, and navigation.

Course outline

Module 1: Configure Field Service

Lessons

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

Module 2: Resource scheduling configuration

Lessons

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

Module 3: Defining and configuring bookable resources

Lessons

  • Defining bookable resources
  • Resource pools, crews, and facilities

Module 4: Working with and configuring incidents

Lessons

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