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Course Details

  • Course Overview
  • Course Objective
  • Who Can Benefit
  • Prerequisites
  • Syllabus

Microsoft Dynamics 365 for Field Service - (MB-240) exam measures students ability to accomplish the following technical tasks: configure field service applications; manage work orders; schedule and dispatch work orders; manage field service mobility; manage inventory and purchasing; and manage assets and agreements.

  • Manage work orders
  • Manage field service mobility
  • Schedule and dispatch work orders
  • Manage assets and agreements
  • Manage inventory and purchasing
  • Students for this exam are Microsoft Dynamics 365 Customer Engagement functional consultants with Field Service expertise.
  • Students are responsible for implementing solutions that manage resources that complete the field service lifecycle.

  • Candidates must have knowledge of how to configure and customize components of the Field Service application, including configuring services, resources, characteristics, incidents, inventory integration, service agreements, resource scheduling, work orders, service tasks, field service user roles, field service settings, the Connected Field Service (IoT) solution, and configuration of the Field Service Mobile app. Less


Day 1

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

Day 2

Module 1: Field Service Work Orders

Lessons
Configure field service work orders
Creating work orders
Managing work orders

Module 2: Field Service Agreements

Lessons
Using field service agreements
Set up bookings
Set up invoices

Module 3: Inventory and Purchasing

Lessons
Manage customer assets
Manage inventory
Purchasing and returns

Module 4: Field Service Mobile

Lessons
Field Service Mobile Application overview
Install and deploy Field Service Mobile Projects
Manage Mobile Projects
Deploy the Mobile client

Day 3

Course Outline

Module 1: Universal Resource Scheduling

Lessons
URS overview and configuration
Enabling entities for URS
Entity customization and automation considerations

Module 2: Managing scheduling options

Lessons
Using the Schedule Board
Scheduling items
Rescheduling and substituting resources
Crew and resource pool scheduling

Module 3: Customizing the Schedule Board

Lessons
Configure the schedule board
Create additional schedule boards
Leverage Dynamics 365 views with the schedule board
Configure schedule board queries and filters
Working with requirement groups

Module 4: Resource Scheduling Optimization

Lessons
Resource Scheduling Optimization overview
Defining optimization goals
Defining optimization scopes
Defining optimization profiles

Audience

  • Functional consultant

Public Program Schedule

Course Name Duration Brochure Location Schedule Enroll
There is no upcoming Public Batch Schedule, you can ask for Private Batch or for On-Demand Learning

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FAQ

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  • What are the timings (class hours)?
  • How can I make the payment?
  • What is the mode of payment?
  • Candidate authorized RPS to charge $200. But the bank has charged $208. Why is this?
  • If we need training on one of the modules only how does that work?
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  • What are the refund policies? Can i get my money back in case i am unable to attend the training?
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Yes, we do offer weekend classes for professionals in group or 1-to-1 Training depending upon the technology.

The administrative and sales staff works on weekdays (Monday - Friday). System Admins and Operation team are available on all days.

Yes, after you have paid the booking amount (which will be non–refundable in this case). Booking amount depends on the technology selected.

Training timings are from 9 am to 5 pm.

You can send the deposit by any of the following methods:-

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  • Cash
  • Purchase Order (in case of Corporates / Government).
  • If you are an International student, the registration amount of USD 200 can be paid by Bank Transfer or PayPal/PayUMoney . The balance amount has to be paid by traveler's cheque or cash after arrival in India. You can also pay the balance by PayPal. There is a surcharge of 4% in this case.
  • For Indian Resident students, the course fees including registration can be paid by Cash, Cheque, Demand Draft or Bank transfer.To Know more Please call +919883305050 or Email us at info@rpsconsulting.in for any of your queries.

Overseas credit card payments through PayPal involve a mark-up of up to 4% as surcharge.

We can provide customized 1-to-1 training for a technology as per your requirement.

Most exams can be booked once you are on the course (e.g. Microsoft, ITIL, VEEAM, EC-Council). Red Hat and some other exams have to be booked in advance.

Our training centers are available in Bangalore, Chennai, Hyderabad, Pune and Delhi.

We do not have facility to pay in installments

If the course fee has been paid for and RPS cancels the Course, a refund will be provided, else the courses are non-refundable.

We do not provide loan facility.

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