Beskrivelse
Dette kursus giver dig det helt store overblik over Dynamics 365 Field Service og de vigtigste komponenter, så du kan designe, implementere og konfigurere effektive løsninger, levere og eksekvere ordre samt planlægge ressourcer til gavn for jeres forretning og kunder. Med Field Service får I en række værktøjer, der hjælper til hurtig og effektiv identificering, planlægning, administration af arbejdsbelastning for mobile arbejdere og levering af produkter og ydelser.
Forudsætninger
Du forventes at have et grundlæggende kendskab til Dynamics 365 og dets funktionaliteter.
Deltagerprofil
Dette kursus er for dig, som vil lære om modulet Field Service og dets funktionaliteter.
Kurset er rettet mod rollen Microsoft Dynamics 365 Customer Engagement functional consultant.
Udbytte
Identificer nøglekomponenter til implementering og planlægning
Definering af produkter og ydelser, der skal leveres til kunder
Bestem, hvilke ressourcer der skal bruges
Konfigurer systemet til at understøtte ressourcebehov
Identificer de nøgleområder, der er involveret i en ordres livscyklus
Generer aftaler, der kan bruges til automatisk ordreoprettelse
Udnyt funktionerne til lagerstyring i Dynamics 365 for Field service
Opret og administrere indkøbsordrer
Implementer og konfigurer Field service Mobile-programmet
Konfigurer programmet, så planlægningsfunktionerne ...
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... udnyttes bedst
Udnyt planlægningsfunktioner til at finde og planlægge ressourcer
Skræddersy applikationen, så den bedst repræsenterer organisationens behov
Udarbejd løsninger, der kan bruges til at planlægge enkelte eller flere ressourcer
Indhold
Module 1: Configure Field Service
Introduction to field service
Defining products and services
Defining tax codes
Module 2: Resource scheduling configuration
Mapping and location information
Configuring resource components
Defining account preferences
Module 3: Defining and configuring bookable resources
Defining bookable resources
Resource pools, crews and facilities
Module 4: Configuring incidents
Creating incidents
Using service tasks
Module 5: Inventory and Work Order Management
Configure field service work orders
Creating work orders
Managing work orders
Module 6: Field Service Agreements
Using field service agreements
Set up bookings
Set up invoices
Module 7: Inventory and Purchasing
Manage customer assets
Manage inventory
Purchasing and returns
Module 8: Field Service Mobile
Field Service Mobile Application overview
Install and deploy Field Service Mobile Projects
Manage Mobile Projects
Deploy the Mobile client
Module 9: Universal Resource Scheduling
URS overview and configuration
Enabling entities for URS
Entity customization and automation considerations
Module 10: Managing scheduling options
Using the Schedule Board
Scheduling items
Rescheduling and substituting resources
Crew and resource pool scheduling
Module 11: Customizing the Schedule Board
Configure the schedule board
Create additional schedule boards
Leverage Dynamics 365 views with the schedule board
Configure schedule board queries and filters
Working with requirement groups
Module 12: Advanced Scheduling Options
Working with resource scheduling pptimization
Defining optimization goals
Defining optimization scopes
Single resource scheduling
Certificering Dette kursus er rettet mod mod eksamen MB-240 Microsoft Dynamics 365 Field Service, som sammen med eksamen MB-200 Power platform + Microsoft Dynamics 365 Core leder hen mod certificeringen
Microsoft Certified 365 for Field Service functional Consultant Associate . Eksamen bestilles og betales særskilt.
Microsoft skriver dette om eksamen MB-240:
This exam measures your ability to accomplish the following technical tasks: configure field service applications; manage work orders; schedule and dispatch work orders; manage field service mobility; manage inventory and purchasing; and manage assets and agreements.
Candidates for this exam are Microsoft Dynamics 365 Customer Engagement functional consultants with Field Service expertise. Candidates are responsible for implementing solutions that manage resources that complete the field service lifecycle.
Candidates implement the field service processes designed in collaboration with internal and external teams. This collaboration includes configuring the default administration areas of the Field Service application, deploying the Connected Field Service (IoT) solution and the mobile application, and implementing any additional needed customizations. Candidates are responsible for the configuration and deployment of the Field Service application in conjunction with the core customer service application.
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
Læs mere om IT-certificering her.
Microsoft Software Assurance Voucher Kurset kan betales med 3 SA vouchers.
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