MB-240: Implement field service solutions using Microsoft Dynamics 365 Field Service

MB-240 Course: Implement field service solutions using Microsoft Dynamics 365 Field Service

Learn how to properly configure a Dynamics 365 for Field Service deployment to maximize the available tools and features for effectively managing a mobile workforce.

Online course with a free certification exam included. Don't miss this opportunity! The exam is valued at €126 + VAT and is included at no extra cost.

Promotion valid until June 30, 2026. One-opportunity exam available only in Virtual - E-learning format. Not applicable to Self-Learning format.

Level: Intermediate - Product: Dynamics 365 - Role: Functional Consultant

Dynamics 365 Field Service - Microsoft Certification - Field Service Management - Resource, Maintenance, and Operations Automation - Dynamics 365 CRM - Official Microsoft Training

Course aimed at

This course is designed for IT professionals with experience or interest in providing field service solutions for large-scale clients.

Elements of the MB-240 formation

• Implement Microsoft Dynamics 365 Field Service (7 modules)
• Universal Resource Scheduling in Microsoft Dynamics 365 Field Service (6 modules)
• Managing work orders in Dynamics 365 Field Service (6 modules)
• Troubleshooting in real time with Dynamics 365 Remote Assist (2 modules)

MB-240 Course Content: Implementing Field Service Solutions Using Microsoft Dynamics 365 Field Service

Learning Path 1: Configure Field Service applications

Lessons:

• Set up Microsoft Dynamics 365 Field Service
• Configure bookable resources
• Schedule crews, facilities, and resource pooling

Labs:

• Lab 0: Validate lab environment
• Lab 1: Configure Field Service
• Lab 2: Skills and characteristics
• Lab 3: Creating resources

Learning Path 2: Manage work orders

Lessons:

• Work order management
• Manage incident types
• Create and perform inspections

Labs

• Lab 4: Incident types
  
• Lab 5: Work order management
  
• Lab 6: Agreements
  
• Lab 7: Inspections

Learning Path 3: Schedule and dispatch work orders

Lessons

• Manage scheduling options
• Configure schedule boards
• Resource Scheduling Optimization

Labs

• Lab 8: Scheduling
• Lab 9: Configure the Schedule Board

Learning Path 4: Manage the Field Service mobile app

Lessons

• Get started with the Dynamics 365 Field Service Mobile application
  
• Customize and configure the Dynamics 365 Field Service Mobile app
  
• Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

Labs

• Lab 10: Field Service mobile app

Learning Path 5: Manage inventory and purchasing

Lessons:

• Manage inventory and warehouses
• Manage purchasing and returns

Labs

• Lab 11: Inventory

Learning Path 6: Implement assets and connected devices

Lessons

• Customer assets
• Connected Field Service

Labs

• Lab 12: Customer assets

Learning Path 7: Power Platform for Field Service

Lessons

• Create custom apps for Dynamics 365 Field Service

Prerequisites

Language

• Course: English / Spanish
• Labs: English / Spanish

Microsoft Certification Associate: Dynamics 365 Field Service Functional Consultant Associate

Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate

Demonstrate how to properly configure a Microsoft Dynamics 365 Field Service implementation to maximize the tools and features available when managing a mobile workforce.

Level: Intermediate
Role: Functional Consultant
Product: Dynamics 365
Subject: Business applications