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

Dieses Training behandelt prüfungsrelevante Themen zum Examen: Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate

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
Check your knowledge
Overview of bookable resources
Setup and configuration
Define bookable resources
Work with crews, facilities, and pools
Configure entities for URS
Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service
Crew facility resource pool scheduling
Schedule multiple resources and facilities
Define resources
Work with fulfillment preferences
Work with requirement groups
Work order management in Dynamics 365 Field Service
Scheduling considerations
Work with inventory and warehouses
Work with incidents
Work with work order-related records
Create and define work orders
Overview of the Field Service work order lifecycle
Customer assets
Incident types in Dynamics 365 Field Service
Define incident types
Check your knowledge
Use incident types
Create incident types
Inspections in Dynamics 365 Field Service
Associate inspections
Create 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
Configure schedule board filter queries
Schedule Board options
Design and use views with the Schedule Board
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
Configure push notifications
Audit locations
Barcode scanning and global search
Edit the mobile application
Offline configuration
Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service
Make Remote Assist calls
Application setup and user configuration
Make Remote Assist calls for Field Service work orders
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
IoT alerts
Installation and setup
Configure Connected Field Service
Device data
Visualize device readings
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

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Dauer 4
Trainingssprache Deutsch
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