CMB-240T01-A: Configuring Dynamics 365 Field Service

Course Modality

Instructor-led (classroom)

Course Level

Intermediate

Course Time

1 Day

Course Language

English

Course Overview

Dynamics 365 for Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects.

This course helps students better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals.

Prerequisites

Basic understanding of Dynamics 365 features, functionality, and navigation.

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Online Practice Labs

Projects provide you with sample work to show prospective employers.

Applied Projects

Real-world projects relevant to what you’re learning throughout the program

Learner Social Forums

A support team focused on helping you succeed alongside a peer community

Skill Covered

After completing this course, students will be able to: 

  • Identify the key components involved in Field Service Implementations.
  • Define the products and services that will be delivered to customers.
  • Determine which pricing options to use in specific scenarios.
  • Determine which resources are required.
  • Configure the system to support resource needs.
  • Define commonly reported issues and template them for easier consumption.

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Course Curriculum

Configure Field Service

Lessons
  • Introduction to field service
  • Defining products and services
  • Defining tax codes
Resource scheduling configuration

Lessons
  • Mapping and location information
  • Configuring resource components

Defining account preferences

Defining and configuring bookable resources

Lessons
  • Defining bookable resources
  • Resource pools, crews, and facilities
Working with and configuring incidents

Lessons
  • Creating incidents
  • Using service tasks
  • Defining products, services, and skills

Recommended Exams

Exam: MB-240

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