⚠️ Retired course: Microsoft retired the MB-240 material on June 30, 2026. The content remains available for reference. There is currently no official replacement course. If you need advice on training alternatives, contact us →
MB-240 Course: Microsoft Dynamics 365 Field Service
The Microsoft Dynamics 365 Field Service MB-240 course is official Microsoft training aimed at professionals who want to implement and configure field service solutions in business environments. This course is aligned with the Microsoft Dynamics 365 Field Service Functional Consultant Associate certification and prepares you to work with one of the most relevant Dynamics 365 solutions for managing technical assistance, maintenance, and mobile work operations.
Microsoft Dynamics 365 Field Service allows you to manage resources, work orders, customer assets, service agreements, and technician scheduling, while also integrating mobile capabilities, automation, and tools from the Microsoft ecosystem. In business, it is used to improve planning, optimize travel, reduce response times, and offer a more efficient and traceable service.
The MB-240 course is aimed at functional and consulting profiles involved in Dynamics 365 implementation projects. Its practical approach allows you to apply the technology in real field service scenarios, optimizing operational processes and improving the customer experience.
In addition, this course is official from Microsoft and eligible for FUNDAE subsidies for businesses, making it easier to incorporate into corporate training plans.
Course overview
The MB-240: Microsoft Dynamics 365 Field Service course is designed to teach you how to implement and configure field service solutions using Dynamics 365. Through this training, participants gain practical insight into resource management, scheduling, work orders, service agreements, customer assets, and the use of the mobile app.
The training focuses on real business scenarios where it is necessary to coordinate technicians, optimize travel, track asset history, and offer an efficient and traceable service. It also covers the relationship between Dynamics 365 Field Service and other solutions in the Microsoft ecosystem, such as Power Platform, Microsoft 365, Customer Service, Remote Assist, and Guides.
The MB-240 course is especially useful for professionals working in functional consulting, implementation, or Field Service solution management who want to prepare for the official Microsoft certification.
Virtual course with the certification exam included free of charge. Don't miss this opportunity! The exam is valued at €126 + VAT and is included at no additional cost.
Promotion valid until December 31, 2026. One-attempt exam available only in Virtual - Distance Learning format.
What is the Microsoft MB-240 certification used for in a professional environment?
The Microsoft MB-240 certification allows you to demonstrate functional competencies in the implementation and configuration of Dynamics 365 Field Service, a key solution for companies that manage field work, technical resources, maintenance, work orders, and customer assets. In the job market, this certification is associated with roles such as Dynamics 365 Functional Consultant, Field Service Consultant, or consultants involved in operational transformation and technical service projects.
In business environments, the MB-240 certification has direct applications in projects where it is necessary to organize resource scheduling, improve the efficiency of field staff, optimize service delivery, and connect technical operations with the Microsoft ecosystem. This makes it an especially useful credential for functional consultants and professionals working with Dynamics 365 in real implementation and service improvement processes.
From a professional standpoint, obtaining the MB-240 certification improves employability, facilitates specialization in Microsoft business solutions, and strengthens your profile in medium- and high-complexity Field Service projects.
Professional applications of Dynamics 365 Field Service
Dynamics 365 Field Service is Microsoft's solution aimed at managing field services, technicians, resources, customer assets, and operational scheduling. In business, it is used to plan interventions, assign resources based on availability and skills, manage work orders, and improve the traceability of the entire service cycle.
In real projects, Dynamics 365 Field Service allows you to automate scheduling processes, manage service agreements, record asset information, coordinate mobile teams, and improve the customer experience through a more agile and organized operation. Its integration with Power Platform, Microsoft 365, and other Dynamics 365 solutions facilitates connected service management and better decision-making.
The MB-240 course allows you to apply Dynamics 365 Field Service in specific professional situations, helping you configure and adapt the solution to real maintenance, technical assistance, installation, or recurring service needs.
What Microsoft official courses and certifications include at Nanfor
The training includes Microsoft Learn material, presentations by expert instructors, authorized labs, specialized tutoring, personalized sessions with an expert instructor, certification preparation, and a certificate of completion, combining institutional content with Nanfor's expert guidance.
Learn all the components
Advantages of MB-240 training
Training in Microsoft Dynamics 365 Field Service (MB‑240) provides key advantages for both professionals and organizations that manage technical services:
- Allows you to optimize service planning and technician assignment, improving operational efficiency
- Improves resource and work order management, reducing time and errors
- Increases the productivity of mobile teams through the use of digital tools and automation
- Facilitates integration with Power Platform, allowing you to develop customized solutions tailored to the business
- Helps increase customer satisfaction by optimizing response times and service quality
- Helps reduce operating costs through smarter resource and process management
Prerequisites
To make the most of the MB-240 course, it is recommended to have basic knowledge of field service processes and understand the role that Dynamics 365 Field Service plays within Microsoft's business application ecosystem.
It is also recommended to be familiar with industry terminology, the work order lifecycle, service best practices, and general concepts of integration with Microsoft Power Platform, Microsoft 365, Dynamics 365 Customer Service, Remote Assist, and Guides.
Preparation for the Microsoft MB-240 certification
This MB‑240 course prepares you for the official Microsoft Dynamics 365 Field Service Functional Consultant Associate certification, providing the knowledge necessary to configure, optimize, and manage Dynamics 365 Field Service implementations in business environments.
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Course duration:
100 hours
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Classroom access:
3 months
General course information
Who is the Microsoft MB-240 course aimed at?
The Microsoft MB-240 course is aimed at professionals who want to specialize as Dynamics 365 Field Service functional consultants. It is especially aimed at profiles involved in the implementation, configuration, and optimization of field service solutions for business customers.
It is suitable training for functional consultants, implementation profiles, Dynamics 365 project managers, and professionals interested in improving their competencies in resource management, scheduling, work orders, assets, and mobility within Field Service environments.
MB-240 course objectives and what you will learn
- Understand how to implement a Microsoft Dynamics 365 Field Service solution in a business.
- Configure resources, scheduling, and bookings to optimize technical service.
- Manage work orders, incident types, service agreements, and customer assets.
- Configure the Field Service mobile app and its operational use.
- Understand the integration of Dynamics 365 Field Service with Power Platform, Microsoft 365, and other solutions in the Microsoft ecosystem.
- Prepare for the official Microsoft MB-240 certification.
Elements of the Microsoft Learn MB-240 collection
The official Microsoft Learn collection associated with the MB-240 course includes learning paths aimed at the practical implementation of Dynamics 365 Field Service and certification preparation.
- Implement Microsoft Dynamics 365 Field Service
- Universal Resource Scheduling in Microsoft Dynamics 365 Field Service
- Manage work orders in Dynamics 365 Field Service
- Solve problems in real time with Dynamics 365 Remote Assist
These elements help consolidate the functional knowledge necessary to work with the solution and reinforce exam preparation.
MB-240 Course Content: Implementing Field Service Solutions with Microsoft Dynamics 365 Field Service - Program
Unit 1: Configure Field Service Apps
Unit objectives
- Identify considerations for implementing Field Service.
- Create organizational units and territories, and understand their impact on scheduling.
- Define how products and services are used in Field Service using the Field Service Type field.
- Define work order types, statuses, and substatuses, and apply best practices for customizing them.
- Identify how Resource Skills and Roles are used to determine qualified resources.
- Create bookable resources.
- Examine the components that can be configured for resources, including: location, resource features and roles, association with territories, and definition of working hours.
- Explore how to define crews, resource pools, and facilities.
Content
- Configure Microsoft Dynamics 365 Field Service
- Configure bookable resources
- Schedule crews, facilities, and resource grouping
Labs
- Lab 0: Validate lab environment
- Lab 1: Configure Field Service
- Lab 2: Skills and features
- Lab 3: Resource creation
Unit 2: Manage Work Orders
Module objectives
- Identify the multiple ways work orders can be generated in
- Dynamics 365 Field Service.
- Explore the different records related to work orders and how they influence their creation.
- Examine the relationship between work orders, requirements, and bookings.
- Examine how an incident type can complete information within a work order.
- Identify incident types and create service task types.
- Explore how inspections provide an integrated solution for completing question lists in the work order process.
- Explore asset management capabilities in Dynamics 365 Field Service.
- Explain how customer assets are used.
- Create customer assets.
Content
- Work order management
- Manage incident types
- Create and perform inspections
- Customer assets
Labs
- Lab 4: Incident types
- Lab 5: Work order management
- Lab 6: Agreements
- Lab 7: Inspections
- Lab 12: Customer assets
Unit 3: Schedule and Dispatch Work Orders
Module objectives
- Examine the various ways to schedule and reschedule items.
- Examine several of the main customization options, including scenarios where multiple Schedule Board tabs are beneficial, as well as the process for creating and sharing them.
- Identify how Universal Resource Scheduling and the Schedule Board allow you to schedule and reschedule resources, requirements, and bookings.
Content
- Manage scheduling options
- Configure schedule boards
- Resource Scheduling Optimization
Labs
- Lab 8: Scheduling
- Lab 9: Configure the Schedule Board
Unit 4: Manage the Field Service Mobile App
Module objectives
- Learn how to get started using the Field Service mobile app.
- Learn about the mobile app implementation process, including frontline worker configuration, permission assignment, and app installation.
- Explore the use of the mobile app, including navigation, implementation, and work order execution.
- Examine common configuration options related to the Dynamics 365 Field Service mobile app.
- Explore how organizations can deliver work orders more efficiently using Dynamics 365 Remote Assist integrated with Field Service.
Content
- Introduction to the Dynamics 365 Field Service mobile app
- Customize and configure the mobile app
- Integrate Dynamics 365 Remote Assist with Field Service
Labs
- Lab 10: Field Service mobile app
Unit 5: Manage Inventory and Purchasing
Module objectives
- Explore the components used to manage inventory in Field Service.
Identify the process for defining warehouses.
- Examine how to perform adjustments and transfer inventories.
- Review how purchase orders are used in Dynamics 365 and their lifecycle.
- Examine how to create purchase orders and define products.
- Explore the product receiving process in a purchase order.
- Examine the available options for returns.
- Examine how to create and complete merchandise return authorizations.
Content
- Manage inventory and warehouses
- Manage purchasing and returns
Labs
Unit 6: Power Platform for Field Service
Module objectives
- Explore the use of Power Apps and Portals.
- Explore Universal Resource Scheduling.
- Identify ways to customize Schedule Boards.
Content
- Create custom applications for Dynamics 365 Field Service
Unit 7: Implementing Field Service Solutions with Dynamics 365 Field Service
Our Differentiator: Hands-on Labs
| Lab Name |
Technical Skills Developed |
Practical Learning Outcome |
| Lab 0: Environment Validation |
Environment verification, access to Dynamics 365, and initial configuration |
The student validates a functional environment ready to implement Field Service solutions |
| Lab 1: Field Service Configuration |
Base module configuration, general parameters, key entities |
Initial implementation of a Field Service system tailored to an organization |
| Lab 2: Skills and Resource Characteristics |
Skills management, technical roles, and resource capabilities |
Ability to define technician profiles based on actual business competencies |
| Lab 3: Resource Creation |
Configuration of bookable resources (technicians, equipment, facilities) |
Creation of a complete resource structure for field operations |
| Lab 4: Incident Types |
Incident modeling, definition of tasks and associated services |
Configuration of reusable templates for standardized work orders |
| Lab 5: Work Order Management |
Complete work order lifecycle: creation, tracking, closure |
Ability to manage real service operations from start to finish |
| Lab 6: Agreements |
Configuration of service contracts and preventive maintenance |
Automation of order generation based on customer agreements |
| Lab 7: Inspections |
Design of inspection forms and digital checklist |
Implementation of quality control and field audit processes |
| Lab 8: Scheduling Management |
Use of scheduling tools, manual resource assignment |
Ability to organize technician schedules based on availability |
| Lab 9: Schedule Board Configuration |
Advanced configuration of the scheduling panel (URS) |
Visual and operational optimization of job assignment |
| Lab 10: Field Service Mobile App |
Mobile app configuration, data synchronization |
Preparation of solutions for mobile technicians with real-time access |
| Lab 11: Inventory |
Stock management, warehouses, products, and logistics |
Control of materials needed for field interventions |
| Lab 12: Customer Assets |
Asset management, maintenance history, tracking |
Creation of a complete record of the customer equipment lifecycle |
Language
- Course: English / Spanish
- Labs: English / Spanish
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- Microsoft Solutions Partner – Training Services
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These accreditations certify that Nanfor meets Microsoft's standards for delivering technical courses, using Microsoft content and Microsoft Certified Trainers (MCTs), ensuring quality, continuous updates, and alignment with certifications.
Frequently asked questions about the MB-240 course
What is the Microsoft Dynamics 365 Field Service MB-240 course?
The Microsoft Dynamics 365 Field Service MB-240 course is official training aimed at functional consultants who want to implement and configure field service solutions using Dynamics 365 in business environments.
What is the Microsoft Dynamics 365 Field Service MB-240 certification used for?
The Microsoft Dynamics 365 Field Service MB-240 certification is used to certify functional competencies in the implementation of Field Service solutions, improving professional specialization and employability in Dynamics 365 projects.
Is the Microsoft Dynamics 365 Field Service MB-240 course official from Microsoft?
Yes. The Microsoft Dynamics 365 Field Service MB-240 course is an official Microsoft course, aligned with the content and objectives of the corresponding certification.
How does the Microsoft Dynamics 365 Field Service MB-240 course differ from other Microsoft certifications?
The Microsoft Dynamics 365 Field Service MB-240 course differs because it focuses specifically on field service management, resource scheduling, work orders, assets, and mobile operations within Dynamics 365.
Is the Microsoft Dynamics 365 Field Service MB-240 course eligible for FUNDAE subsidies?
Yes. The Microsoft Dynamics 365 Field Service MB-240 course is eligible for FUNDAE subsidies for companies, facilitating its inclusion in corporate training plans.
How long is the Microsoft Dynamics 365 Field Service MB-240 course?
The official duration of the Microsoft Dynamics 365 Field Service MB-240 course is 4 days, to which Nanfor can adapt hourly equivalents and access to the virtual campus according to its training model.
Is the Microsoft Dynamics 365 Field Service MB-240 course included in Nanfor's LaaS?
Yes. The Microsoft Dynamics 365 Field Service MB-240 course can be included in Nanfor's LaaS programs depending on the contracted modality.
What technical level does the Microsoft Dynamics 365 Field Service MB-240 course require?
The Microsoft Dynamics 365 Field Service MB-240 course requires an intermediate functional level, and it is recommended to have prior knowledge of field service processes and the Dynamics 365 application ecosystem.
What career opportunities does the Microsoft Dynamics 365 Field Service MB-240 course offer?
The Microsoft Dynamics 365 Field Service MB-240 course facilitates access to or advancement into roles such as Dynamics 365 functional consultant, Field Service consultant, implementation specialist, or Microsoft business applications professional.
