MB-240T00 Microsoft Dynamics 365 Field Service

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Overview Learning Objectives Who Should Attend Prerequisite Outline Certification

MB-240T00: Microsoft D1namics 365 Field Service - Course Overview

The MB-240T00 is a 04days (32 hours) expert-led course that will help you to improve organizational processes. The course will help you to implement Dynamics 365 Field Service and its tools to identify and schedule the resources involved in the working of the organization. The course ensures your understanding of workload management and the use of the platform for managing the workload of mobile workers.

MB-240T00 course will equip the learners with the knowledge and skill to be used for the identification and configuration of the key components involved in the Field Service. The course will cover topics like identification of organizational considerations, making configuration decisions, resource management, inventory management and workload management. The course will enhance the ability of the learners to design efficient solutions to align the business with the customers expectations.

You can implement Microsoft Power Platform, and manage customer experiences upon completion of the course. It prepares you for the MB-240T00 Microsoft Dynamics 365 Field Service Functional Consultant certification exam. The certification will help you to gain recognition and new opportunities in the field service for a larger scale customer base.

Course Objectives

After the competition of the course, professionals will be able to:

Identify the specific components seen in the field service implementation
Improve first-time fix rate
Schedule onsite visits with the customer
Define the product as a service that is to be delivered to the customers
Provide accurate account and equipment history to the field technician
Manage follow-up works
Avoid equipment downtime
Determine the suitable pricing option as per the specific situation
Determine the resources required in the specific situation
Keep the status of the customers updated

Target Audience

IT professionals with interest or experience in Field Service solutions for large-scale customers.

Pre-Requisites

There is no strict pre-requisite for the course. However, a basic understanding of the Microsoft Dynamics 365 platform can help in having a smooth learning experience.

Course Outline

Configure Microsoft Dynamics 365 Field Service

Identify key service configuration considerations
Users and security roles
Define work order types, statuses, and sub statuses
Define incident and service task types
Define Field Service products, services, and pricing options
Define service territories
Configure Field Service account preferences
Labs: Configure Field Service settings

Configure bookable resources in Dynamics 365 Field Service

Identify the different types of resources available
Define supporting resource components such as characteristics, roles, and organizational units
Setup an individual bookable resource
Geocode resources, starting and ending locations, and viewing on the map
Define pools, crews, and facilities
Labs: Set up and configure bookable resources

Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service

Define and use resource pools in scheduling scenarios
Use the facility scheduling feature to book specific facilities for work
Define and schedule crews using the schedule board
Labs: Schedule multiple resources

Work order management, agreements, inventory, and purchasing in Dynamics 365 Field Service

Identify the work order lifecycle
Identify the different options available for creating work orders
Use related records such as service accounts, incidents, products and services, and other items with work orders
Leverage entitlements
Create and manage agreements
Create and manage service level agreements (SLAs) for work orders
Define and manage inventory and warehouses
Labs: Create work orders

Incident types in Dynamics 365 Field Service

Learn about the purpose of incident types in Dynamics 365 Field Service
Learn how to create incident types
Create service tasks and use them in an incident type
Add products and services to an incident type
Define the duration of an incident type
Use incident types on work orders

Inspections in Dynamics 365 Field Service

Learn about the purpose of inspections in Dynamics 365 Field Service
Learn how to create inspections
Associate inspections with work orders and customer assets
Perform inspections by using the Field Service mobile app

Manage scheduling options in Dynamics 365 for Field Service

Identify scenarios where the different field service scheduling options could be used
Navigate, filter, and modify basic schedule board settings
Manually schedule and reschedule items on the schedule board
Use the resource availability search (schedule assistant) to schedule items on the schedule board
Labs: Schedule items

Customize the schedule board in Dynamics 365 Field Service

Define each pane in the schedule board
Edit schedule board views and tooltips
Edit map pane
Schedule board alerts
Extend the schedule board with JavaScript and HTML
Labs: Customize the Schedule Board

Deploying Resource Scheduling Optimization

Set up and deploy Resource Scheduling Optimization
Learn about the configuration options and define optimization goals, scopes, and schedules

Get started with the Dynamics 365 Field Service Mobile application

Learn how to deploy and use the mobile application
Learn about Service assets
Use online and offline data

Customize and configure the Dynamics 365 Field Service Mobile application

Customize and edit the mobile application
Configure offline data and barcodes
Enable location tracking and push notifications

Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

Launch Remote Assist mobile from a booking
Review relevant work order information
Post call information

Customer assets in Dynamics 365 Field Service

Discover the purpose of customer assets in Field Service
Learn how to create customer assets
Learn how to associate customer assets with work orders
Learn how to configure customer asset hierarchies
Learn how to use functional locations

Set up Field Service to create work orders from IoT data

Learn about the installation and setup of Connected Field Service
Read device data
Set device alerts
Learn about using the mobile app

Create custom apps for Dynamics 365 Field Service

Learn how to use Microsoft Power Platform to customize Dynamics 365 Field Service
Learn how to create Microsoft Power Apps applications for Dynamics 365 Field Service
Learn how to deploy the customer experiences homepages portal for Field Service
Discover how to customize Field Service
Learn how to set up and customize schedule boards
Learn how to enable a custom table for scheduling

Gather customer feedback with Dynamics 365 Customer Voice

Learn how to improve relationships with your customers by reviewing feedback data
Learn how to use templates in Customer Voice to create projects, surveys, and emails
Discover how to collect feedback by using Microsoft Power Automate, Omnichannel for Customer Service, and Customer Service Insights
Find out how to use Customer Voice to understand your client's needs and requirements
Labs: Customize email templates with survey variables

About Related Certification - Microsoft Certified Dynamics 365 Field Service Consultant Associate

Microsoft Certified Dynamics 365 Field Service Consultant Associate will provide you with an understanding of the Dynamics 365 field service platform. After completion of the course, you will be able to configure Dynamics 365 Field Service platform in your organization and manage work orders, inventory, agreements and other related details. You must pass MB-240 exam to earn this certification.

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FAQ’s

What is MB-240T00?

The MB-240T00 is a four days expert-led course that will help you to improve the position of your organization. The course will help you to implement Dynamics 365 Field Service and its tools to identify and schedule the resources involved in the working of the organization.

What are the pre-requisites of this course?

There is no strict pre-requisite for this course, but prior knowledge of the Microsoft 365 platform can contribute to the smooth learning experience.

Does Vinsys provide any assistance after the competition of the course?

Vinsys provides assistance before and after the competition of the course. The learners can gain future career guidance as well as assistance in selecting related courses and gaining certifications.

What is the duration of the course?

The course is of four days duration.

Can I access the class material after the completion of the course?

Yes, you will get the course material.

Can I cancel the course after paying the course fees?

Yes, you can cancel the course 48 priors to the day of your sessions.

What is the MB-240T00 exam format?

The MB-240T00 is a multiple-choice scenario-based examination that includes 40-60 questions. The exam code is MB-240.

What is the MB-240T00 exam passing score?

You will have to get at least 700 out of 1000 points to crack the MB-240T00 exam.

Is MB-240T00 certification available in the English language?

You can take the MB-240T00 certification in English, Chinese (Simplified), Japanese, German, French, Spanish, and Korean language.

What is the related certification?

The Microsoft Certified Dynamics 365 Field Service Consultant Associate. You must pass MB-240 exam to earn it.

Is MB-240T00 worth the time and effort?

Yes, MB-240T00 is worth your time and effort. The course will provide you with the knowledge that will be useful in clearing the certification exam. The course will improve your knowledge and skill for effective field service in your organization.