- Module 1: Manage work orders, agreements, and inventory in Field Service.
- Identify the work order lifecycle
- Identify the different options available for creating work orders
- Use related records such as service accounts, incidents, products and services, and other items with work orders
- Create and manage agreements
- Define and manage inventory and warehouses
- Module 2: Define and create incident types to use as templates when you are creating work orders in Microsoft Dynamics 365 Field Service. Prepare for MB-240.
- Learn about the purpose of incident types in Dynamics 365 Field Service.
- Learn how to create incident types.
- Create service tasks and use them in an incident type.
- Add products and services to an incident type.
- Define the duration of an incident type.
- Use incident types on work orders.
- Module 3: Learn how to create and perform inspections in Microsoft Dynamics 365 Field Service. Prepare for MB-240.
- Learn about the purpose of inspections in Dynamics 365 Field Service.
- Learn how to create inspections.
- Associate inspections with work orders and customer assets.
- Perform inspections by using the Field Service mobile app.
- Module 4: Learn how to create and associate customer assets with work orders in Microsoft Dynamics 365 Field Service. Prepare for MB-240.
- Discover the purpose of customer assets in Field Service.
- Learn how to create customer assets.
- Learn how to associate customer assets with work orders.
- Learn how to configure customer asset hierarchies.
- Learn how to use functional locations.
In this module, you will:
In this module, you will:
In this module, you will:
In this module, you will:
