Corso MB-240T00 Microsoft Dynamics 365 - CRM

Module 1: Configure Field Service

• Introduction to configuring Field Service
• Defining products and services
• Defining tax codes

Module 2: Resource Scheduling Configuration

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

Module 3: Defining and Configuring Bookable Resources

• Defining bookable resources
• Resource pools, crews and facilities

Module 4: Configure Incidents

• Creating an incident
• Using service tasks

Module 5: Inventory and Work Order Management

• Configure Field Service work orders
• Creating work orders
• Managing work orders

Module 6: Field Service Agreements

• Using Field Service agreements
• Set up bookings
• Set up invoices

Module 7: Inventory and Purchasing

• Manage customer assets
• Manage inventory
• Purchasing and returns

Module 8: Field Service Mobile

• Mobile client overview
• Install and deploy Field Service mobile projects
• Manage mobile projects
• Deploy the mobile client

Module 9: Universal Resource Scheduling

• URS overview and configuration
• Enabling entities for URS
• Customize entities for URS

Module 10: Managing Scheduling Options

• Using the schedule board
• Schedule items
• Rescheduling and substituting resources
• Crew and pool scheduling

Module 11: Customizing the Schedule Board

• Configure the board
• Create additional schedule boards
• Use views to enhance the schedule board
• Configuring schedule board queries and filters
• Working with requirement groups

Module 12: Advanced Scheduling Options

• Working with resource scheduling optimization
• Defining optimization goals
• Defining optimization scopes
• Defining optimization profiles
• Single resource scheduling