Description

The MB-240 (Microsoft Dynamics 365 Field Service) certification BootCamp course from CloudThat has been curated for candidates preparing for Microsoft MB-240 exam. By taking up this BootCamp course, candidates will receive in-depth training from our certified in-house subject matter experts to successfully clear the exam. We also provide relevant study material necessary to pass the MB-240 certification exam to help candidates become a Dynamics 365 Customer Engagement Functional Consultants with Field Service expertise.

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.

Note: Exam MB-200 is going to be replaced with a new exam, PL-200. You will be able to earn this certification by passing MB-200 or PL-200, plus MB-240, until MB-200 retires on December 31, 2020. After MB-200 retires, passing PL-200 and MB-240 will be required to earn this certification.

Microsoft Dynamics 365 Field Service Course Outline

• Configure Field Service
• Resource Scheduling Configuration
• Defining and Configuring Bookable Resources
• Configure Incidents
• Inventory and Work Order Management
• Field Service Agreements
• Inventory and Purchasing
• Field Service Mobile
• Universal Resource Scheduling
• Managing Scheduling Options
• Customizing the Schedule Board
• Advanced Scheduling Options

To know more about the detailed course outline, click here.

Skills Gained Through MB-240 Certification

To clear the MB-240 exam successfully, candidates need to prepare in all areas of study covered under the MB-240 (Microsoft Dynamics 365 Field Service) certification course. On taking up this course, here is what you learn:

• 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.

Why CloudThat?

Today, professionals skilled in Microsoft (MS) Dynamics 365 or Power Platform are highly in demand. Getting certified in MS Dynamics can help IT professionals set their career path on the right track. To help people get certified in Microsoft Dynamics or Power Platform, we at CloudThat have curated an in-depth training and BootCamp course.

CloudThat has trained over 350K industry professionals from fortune 500 companies in Cloud since 2012. Empowering tech professionals in unleashing the potential of Cloud computing technologies with best-in-class training, CloudThat proved its excellence and is a proud winner of Microsoft 2020 Global Partner of the Year Finalist award.

At CloudThat, we offer world-class teaching experienced catered to the diverse needs of technology professionals. From personalized mentoring to self-paced learning modules, we work towards providing a growth-oriented learning experience to nurture their future.

• A Microsoft Gold Partner and a Microsoft Silver Learning Partner.
• Winner of Microsoft 2020 Learning Partner of the Year Finalist award.
• CloudThat CEO is the MCT Regional Lead for India.
• Robust consulting division complements and feeds practical knowledge to trainers.
• Trained 3,50,000+ professionals worldwide in instructor-led classroom and in virtual instructor-led classroom.
• Our trainings are equipped with 50%-60% hands-on labs sessions.
• Highly interactive virtual and classroom teaching.
• Qualified instructor-led Training and mentoring sessions.
• Practice lab and projects aligned to MS Dynamics learning modules.
• Integrated teaching assistance and support.     

Want to join our MB-240 BootCamp? Contact us now! Call us at +27 1108 37990 or email us at sales-africa@cloudthat.com

Objectives

After completing this course, candidates will be able to:

• Configure field service applications
• Manage work orders
• Schedule and dispatch work orders
• Manage field service mobility
• Manage inventory and purchasing
• Implement Connected Field Service

Who Should Attend

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

Prerequisites

• 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.

Course Outline

Module 1: Configure Field Service
In this introductory module, you will be introduced to key concepts of Dynamics 365 Field Service, including products, services, and tax codes.
Lessons:

• Introduction to configuring Field Service
• Defining products and services
• Defining tax codes

Module 2: Resource Scheduling Configuration
In this module, you will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.
Lessons:

• Mapping and location information
• Configuring resource components
• Defining account preferences

Module 3: Defining and Configuring Bookable Resources
In this module, you will learn how to create and manage bookable resources, including resource pools and crews.
Lessons:

• Defining bookable resources
• Resource pools, crews, and facilities

Module 4: Configure Incidents
In this module, you will learn how incidents can improve the scheduling efficiency and consistency of your organization.
Lessons:

• Creating an incident
• Using service tasks

Module 5: Inventory and Work Order Management
In this module, you will learn how to create and use work orders to schedule resources.
Lessons:

• Configure Field Service work orders
• Creating work orders
• Managing work orders

Module 6: Field Service Agreements
In this module, you will be introduced to agreements, and learn how to configure them for your organization.
Lessons:

• Using Field Service agreements
• Set up bookings
• Set up invoices

Module 7: Inventory and Purchasing
In this module, you will learn about management of customer assets.
Lessons:

• Manage customer assets
• Manage inventory
• Purchasing and returns

Module 8: Field Service Mobile
In this module, you will learn how to use and configure the Field Service Mobile application for a mobile workforce.
Lessons:

• Mobile client overview
• Install and deploy Field Service mobile projects
• Manage mobile projects
• Deploy the mobile client

Module 9: Universal Resource Scheduling
In this module, you will be introduced to the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.
Lessons:

• URS overview and configuration
• Enabling entities for URS
• Customize entities for URS

Module 10: Managing Scheduling Options
In this module, you will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.
Lessons:

• Using the schedule board
• Schedule items
• Rescheduling and substituting resources
• Crew and pool scheduling

Module 11: Customizing the Schedule Board
In this module, you will learn how to configure the schedule board to best meet the organization or scheduler’s needs.
Lessons:

• Configure the board
• Create additional schedule boards
• Use views to enhance the schedule board
• Configuring schedule board queries and filters
• Working with requirement groups

Module 12: Advanced Scheduling Options
In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.
Lessons:

• Working with resource scheduling optimization
• Defining optimization goals
• Defining optimization scopes
• Defining optimization profiles
• Single resource scheduling

About the Trainer

Microsoft Dynamics Certified Trainer.

Course Fee

$995