MB-240T00: Microsoft Dynamics 365 Field Service

Erfahren Sie, wie Sie eine Dynamics 365 for Field Service-Implementierung effektiv konfigurieren, um die verfügbaren Tools und Funktionen zur effizienten Verwaltung mobiler Mitarbeiter zu optimieren.

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Dauer

Trainingssprache

Deutsch

Trainingsart

Nicht verfügbar

Was werden Sie in diesem Training erlernen?

Agenda

Configure Microsoft Dynamics 365 Field Service

Key Field Service configuration considerations

Define Field Service products and services

Work with work order types, territories, and status settings

Resolutions

Define incident and service task types

Define account preferences

Configure bookable resources in Dynamics 365 Field Service

Overview of bookable resources

Setup and configuration

Define bookable resources

Work with crews, facilities, and pools

Configure entities for URS

Check your knowledge

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

Schedule multiple resources and facilities

Define resources

Work with fulfillment preferences

Work with requirement groups

Crew facility resource pool scheduling

Work order management in Dynamics 365 Field Service

Overview of the Field Service work order lifecycle

Create and define work orders

Work with work order-related records

Work with incidents

Scheduling considerations

Work with inventory and warehouses

Customer assets

Incident types in Dynamics 365 Field Service

Define incident types

Create incident types

Use incident types

Check your knowledge

Inspections in Dynamics 365 Field Service

Create inspections

Associate inspections

Perform inspections

Manage scheduling options in Dynamics 365 for Field Service

Overview of scheduling capabilities

Overview of the schedule board

Schedule and reschedule

Reschedule and move items

Customize the schedule board in Dynamics 365 Field Service

Schedule Board options

Design and use views with the Schedule Board

Configure schedule board filter queries

Deploying Resource Scheduling Optimization

Setup and deployment options

RSO configuration options

Define optimization goals

Define optimization scopes

Define optimization schedules

Get started with the Dynamics 365 Field Service Mobile application

Deploy the mobile application

Work with the mobile application

Work Service customer assets

offline and update offline data

More mobile application capabilities

Customize and configure the Dynamics 365 Field Service Mobile application

Edit the mobile application

Offline configuration

Barcode scanning and global search

Audit locations

Configure push notifications

Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

Application setup and user configuration

Make Remote Assist calls for Field Service work orders

Make Remote Assist calls

Use Field Service bookings on a HoloLens device

Customer assets in Dynamics 365 Field Service

Create customer assets

Associate customer assets

Set up customer asset hierarchies

Use functional locations

Set up Field Service to create work orders from IoT data

Installation and setup

Configure Connected Field Service

Device data

Visualize device readings

IoT alerts

Mobile app

Create custom apps for Dynamics 365 Field Service

Create apps from Power Apps

Deploy the customer experiences portal

Customize Dynamics 365 Field Service

Universal Resource Scheduling

Set up and customize schedule boards

Gather customer feedback with Dynamics 365 Customer Voice

Create a project by using the support template

Customize email templates with survey variables

Configure Power Automate to send surveys after a case is resolved

Create surveys for omnichannel surveys and satisfaction metrics

Set up post chat surveys

REVIEWING ARCHITECTING CONCEPTS

SINGLE TO MULTIPLE ACCOUNTS

Group Exercise: Review Architecting on AWS core best practices
AWS Organizations for multi-account access and permissions
AWS SSO to simplify access and authentication across AWS accounts and third-party services
AWS Control Tower
Permissions, access, and authentication

HYBRID CONNECTIVITY

SPECIALIZED INFRASTRUCTURE

Zielgruppe

Dieses Training richtet sich an IT-Experten mit Erfahrung oder Interesse an der Bereitstellung von Field Service-Lösungen für Großkunden.

Voraussetzung für den Kurs

Nicht verfügbar

Partner

Microsoft Technik