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MB-240 Course: Implement Field Service Solutions Using Microsoft Dynamics 365 Field Service
Course Overview
The MB-240 Microsoft Dynamics 365 Field Service course is designed to train professionals capable of configuring, deploying, and optimizing complete field service solutions using Dynamics 365. Throughout the training, you will learn to manage work orders, schedule resources, automate operational processes, and improve the efficiency of mobile teams in real business environments. This official Microsoft course allows you to master the tools necessary to design solutions aligned with business objectives, ensuring efficient management of technical services, maintenance, and field operations.
Virtual course with certification exam included as a gift. Don't miss this opportunity! The exam is valued at €126 + VAT and is included at no additional cost.
Promotion valid until June 30, 2026. One-attempt exam available only in Virtual - Tele-training modality. Not applicable to Self-Learning modality.
What Nanfor courses include
The training includes Microsoft Learn material, expert tutor presentations, authorized labs, specialized mentoring, personalized sessions with an expert tutor, certification preparation, and a certificate of completion, combining institutional content with Nanfor's expert guidance.
Learn all components
Advantages of MB-240 training
Training in Microsoft Dynamics 365 Field Service (MB‑240) provides key advantages for both professionals and organizations managing technical services:
- It allows optimizing service planning and technician assignment, improving operational efficiency.
- It improves resource and work order management, reducing time and errors.
- It increases the productivity of mobile teams, thanks to the use of digital tools and automation.
- It facilitates integration with Power Platform, allowing the development of customized solutions adapted to the business.
- It contributes to increasing customer satisfaction, optimizing response times and service quality.
- It helps reduce operational costs, through more intelligent management of resources and processes.
Prerequisites
To make the most of the MB‑240 course, it is recommended:
- Basic knowledge of Microsoft Dynamics 365 or similar ERP/CRM
- Familiarity with service management, maintenance, or technical support processes
- General knowledge of Microsoft Power Platform (Power Apps and Power Automate)
- Basic experience in cloud environments or business applications (recommended, not mandatory)
Preparation for the certification exam: Dynamics 365 Field Service Functional Consultant Associate
This MB‑240 course prepares for the official Microsoft Dynamics 365 Field Service Functional Consultant Associate certification, providing the necessary knowledge to configure, optimize, and manage Dynamics 365 Field Service implementations in business environments.
Level: Intermediate
Role: Functional Consultant
Product: Dynamics 365
Subject: Business applications
⏱️
Course Duration:
100 hours
🔑
Access to the classroom:
3 months
Course overview
🎓 Who is this course for?
This course is designed for IT professionals with experience or an interest in providing field service solutions for large-scale customers.
🎯 Training objectives: What will you learn?
You will learn to configure Dynamics 365 Field Service, manage work orders, schedule resources, automate processes, and optimize field operations. You will also gain skills in integrating with Microsoft tools, using mobile applications, and improving customer experiences, enabling you to implement complete solutions in real environments.
📚 Elements of the MB-240 Microsoft Learn collection
- Implement Microsoft Dynamics 365 Field Service (7 modules)
- Universal Resource Scheduling in Microsoft Dynamics 365 Field Service (6 modules)
- Manage work orders in Dynamics 365 Field Service (6 modules)
- Troubleshoot in real time with Dynamics 365 Remote Assist (2 modules)
📚 MB-240 course content: Implementing Field Service Solutions Using Microsoft Dynamics 365 Field Service - Program
Unit 1: Configure Field Service applications
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 substates, 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 characteristics 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 pooling
Labs
- Lab 0: Validate lab environment
- Lab 1: Configure Field Service
- Lab 2: Skills and characteristics
- Lab 3: Resource creation
Unit 2: Manage work orders
Module objectives
- Identify the multiple ways in which 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 populate information within a work order.
- Identify incident types and create service task types.
- Explore how inspections provide an integrated solution for completing checklists 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 key 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 enable scheduling and rescheduling of 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 with the Field Service mobile app.
- Learn about the mobile app deployment process, including configuring frontline workers, assigning permissions, and installing the app.
- Explore the use of the mobile app, including navigation, deployment, and execution of work orders.
- 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 application
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 inventory.
- Review how purchase orders are used in Dynamics 365 and their lifecycle.
- Examine how to create purchase orders and define products.
- Explore the process of receiving products in a purchase order.
- Examine the options available for returns.
- Examine how to create and finalize return merchandise authorizations.
Content
- Manage inventory and warehouses
- Manage purchases 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: Implement Field Service solutions with Dynamics 365 Field Service
🧪 Our differentiating factor: Practical labs
| Lab Name |
Technical competencies developed |
Practical learning outcome |
| Lab 0: Environment Validation |
Environment verification, Dynamics 365 access, 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 adapted to an organization |
| Lab 2: Resource Skills and Characteristics |
Management of skills, technical roles, and resource capabilities |
Ability to define technician profiles according to real business competencies |
| Lab 3: Resource Creation |
Configuration of bookable resources (technicians, equipment, facilities) |
Creation of a complete resource structure for field operation |
| Lab 4: Incident Types |
Incident modeling, definition of associated tasks and 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 completion |
| Lab 6: Agreements |
Configuration of service and preventive maintenance contracts |
Automation of work order generation based on customer agreements |
| Lab 7: Inspections |
Design of inspection forms and digital checklists |
Implementation of quality control and audit processes in the field |
| Lab 8: Scheduling Management |
Use of planning tools, manual resource assignment |
Ability to organize technician schedules based on availability |
| Lab 9: Schedule Board Configuration |
Advanced configuration of the planning board (URS) |
Visual and operational optimization of job assignment |
| Lab 10: Field Service Mobile Application |
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 lifecycle of customer equipment |
🌐 Language
- Course: English / Spanish
- Labs: English / Spanish
ℹ️ Want to take this course? Request information now
If you want to take this training virtually, you can purchase it at the top of the product page. For any questions, please contact us.
If you wish to do it in in-person or telepresence mode, please contact us:
🏢 Nanfor, official Microsoft IT training center
Nanfor is a customized IT training center, specialized in technological training for professionals and companies, and is officially accredited by Microsoft as:
- Microsoft Solutions Partner – Training Services
- Microsoft Cloud Partner
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
What level is the MB-240 course?
It is an intermediate-level course aimed at professionals with basic IT knowledge.
Do I need prior experience in Dynamics 365?
It is not mandatory, but basic knowledge of CRM or ERP is recommended.
Does this course include official certification?
Yes, it prepares for the Microsoft MB-240 exam.
What career opportunities does it offer?
Functional consultant, Field Service administrator, or Dynamics 365 solutions specialist.
Do you work with real cases?
Yes, it includes practical labs based on real scenarios.
How long is access to the course?
Access to the virtual campus is usually for several months to review the content.
What skills will I acquire?
Solution configuration, resource management, process optimization, and service automation.
Does the course cover the mobile application?
Yes, it includes its use and configuration for field technicians.
Do you learn integration with other tools?
Yes, it includes integration with Power Platform, IoT, and Remote Assist.
Is it useful for companies?
Yes, it allows for improving operational efficiency and optimizing field service management.
