Course MB-240T00: Microsoft Dynamics 365 Field Service

• Find key service configuration considerations
• Users & security roles
• Define work order types, statuses & sub statuses
• Define incident & service task types
• Define Field Service products, services, & pricing options
• Define service territories
• Configure Field Service account preferences

• Find the different types of resources available
• Define supporting resource components such as characteristics, roles, & organizational units
• Setup an individual bookable resource
• Geocode resources, starting & ending locations, & viewing in the map
• Define pools, crews, & facilities

• Define & use resource pools in scheduling scenarios
• Use the facility scheduling feature to book specific facilities for work
• Define & schedule crews using the schedule board

• Find the work order lifecycle
• Find the different options available for creating work orders
• Use related records such as service accounts, incidents, products & services, & other items with work orders
• Leverage entitlements
• Make & manage agreements
• Make & manage service level agreements (SLAs) for work orders
• Define & manage inventory & warehouses

• Understand the purpose of incident types in Dynamics 365 Field Service.
• Understand how to make incident types.
• Make service tasks & use them in an incident type.
• Add products & services to an incident type.
• Define the duration of an incident type.
• Use incident types on work orders.

• Understand the purpose of reviews in Dynamics 365 Field Service.
• Understand how to make inspections.
• Associate appraisals with work orders & customer assets.
• Perform checks by using the Field Service mobile app

• Find scenarios where the different field service scheduling options could be used
• Navigate, filter, & modify basic schedule board settings
• Manually schedule & reschedule items on the schedule board
• Use the resource availability search (schedule assistant) to organize items on the schedule board

• Define each pane in the schedule board
• Edit schedule board views & tooltips
• Edit map pane
• Schedule board alerts
• Extend the schedule board with JavaScript & HTML

• Set up & deploy Resource Scheduling Optimization.
• Understand the configuration options & define optimization goals, scopes, & schedules.

• Understand how to deploy & use the mobile application.
• Understand Service assets.
• Use online & offline data.

• Customize & edit the mobile application.
• Configure offline data & barcodes.
• Enable location tracking & push notifications.

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

• Discover the purpose of customer assets in Field Service.
• Understand how to make customer assets.
• Understand how to associate customer assets with work orders.
• Understand how to configure customer asset hierarchies.
• Understand how to use available locations.

• Understand the installation & setup of Connected Field Service.
• Read device data.
• Set device alerts.
• Understand about using the mobile app

• Understand how to use Microsoft Power Platform to customize Dynamics 365 Field Service.
• Understand how to make Microsoft Power Apps applications for Dynamics 365 Field Service.
• Understand how to deploy the customer experiences homepages portal for Field Service.
• Discover how to customize Field Service.
• Understand how to set up & customize schedule boards.
• Understand how to enable a custom table for scheduling.

• Understand how to improve relationships with your customers by reviewing feedback data.
• Understand how to use templates in Customer Voice to make projects, surveys, & emails.
• Discover how to collect feedback using Microsoft Power Automate, Omnichannel for Customer Service, & Customer Service Insights.
• Find out how to use Customer Voice to understand your client's needs & requirements.

You can also get Field Service from this Dynamics 365 purchasing page. Users have to add a Field Service trial to an existing Dynamics 365 organization by selecting the option of Settings > Microsoft AppSource. After that user has to search for Field Service trial & then select Dynamics 365 Field Service trial, & at last select Free Trial.

Go to Admin. Then go to the Dynamics 365 Admin Center. After that, select & highlight the atmosphere which has the Field Service app user wants to upgrade. In the list of solutions, users can easily find & choose the Field Service app.

New CRM Features in Dynamics 365 Version 9.0:-

•  Unified Client Interface. 
•  Web Client Refresh
•  Multi-Select Option Sets
•  Activity Timeline
•  LinkedIn Sales Navigator

To attend the training session, you should have operational Desktops or Laptops with the required specification and a good internet connection to access the labs. 

We would always recommend you attend the live session to practice & clarify the doubts instantly & get more value from your investment. However, if, due to some contingency, you have to skip the class, Radiant Tech learning will help you with the recorded session of that particular day. However, those recorded sessions are not meant only for personal consumption & NOT for distribution or commercial use.

Radiant Tech learning has a data center containing a Virtual Training environment for participants' hand-on-practice. 

Participants can easily access these labs over Cloud with the help of a remote desktop connection. 

Radiant virtual labs allow you to understand from anywhere in the world & in any time zone. 

The understanders will be enthralled as we engage them the real-world & industry Oriented projects during the training program. These projects will improve your skills & knowledge & you will gain a better experience. These real-time projects will help you a lot in your future tasks & assignments.