MB-240 Microsoft Dynamics 365 for Field Service
Price Net € VAT €
Price Price on Request
Duration
4 days
Location
Course Language English
Training Solutions Online Live
Digital service processes require precision, transparency, and intelligent control. Modern field service solutions combine data, processes, and mobile work into a powerful overall picture.
Key topics
- Architecture and functions of Dynamics-based field service solutions.
- Use of AI-supported planning, automation, and analysis.
- Integration of service processes, assets, and mobile workflows.
- Data models, security, and cloud-based scaling.
- Optimization of service quality and resource utilization.
Prerequisite
Basic understanding of business processes, IT systems, or CRM/ERP environments. Experience with cloud technologies is helpful.
Target audience
Specialists in IT, service management, digitalization, and process design, as well as technically oriented roles related to service and deployment planning.
A holistic understanding of networked field service scenarios strengthens the ability to develop service organizations in a data-driven, efficient, and sustainable manner.
- Introduction to field service configuration
- Defining products and services
- Defining tax codes
- Mapping and location information
- Configuring resource components
- Setting account settings
- Definition of bookable resources
- Resource pools, crews, and facilities
- Creating an incident
- Using service tasks
- Configure work orders for field service
- Create work orders
- Manage work orders
- Use field service agreements
- Set up bookings
- Set up invoices
- Managing customer portfolios
- Inventory management
- Purchasing and returns
- Mobile Client Overview
- Install and deploy mobile projects in the field
- Managing mobile projects
- Using the mobile client
- URS Overview and Configuration
- Enabling entities for URS
- Customizing entities for URS
- Using the planning board
- Planning items
- Rescheduling and replacing resources
- Crew and pool planning
- Board configuration
- Create additional planning boards
- Using views to extend the planning board
- Configuring queries and filters for the planning board
- Working with requirement groups
- Working with resource planning optimization
- Defining optimization goals
- Defining optimization scopes
- Defining optimization profiles
- Individual resource scheduling
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
09:00 - 17:00
