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

Module 1: Configuring Field Service Applications

Unit Objectives

• Identify considerations for implementing Field Service.
  
• Create organizational units and territories, and understand their impact on programming.
  
• Define how products and services are used in Field Service using the Field Service Type field.
  
• Define work order types, states and substates, and apply best practices to customize 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

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

Laboratories

• Lab 0: Validate laboratory environment
  
• Lab 1: Configure Field Service
  
• Lab 2: Skills and characteristics
  
• Lab 3: Resource Creation

Module 2: Managing 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 complete information within a work order.
  
• Identify incident types and create service task types.
  
• Explore how inspections provide an integrated solution for completing checklists of questions in the work order process.
  
• Explore asset management capabilities in Dynamics 365 Field Service.
  
• Explain how the client's assets are used.
  
• Create customer assets.

Content

• Work order management
  
• Manage incident types
  
• Create and conduct inspections
  
• Customer assets

Laboratories

• Lab 4: Types of Incidents
  
• Lab 5: Work Order Management
  
• Lab 6: Agreements
  
• Lab 7: Inspections
  
• Lab 12: Customer Assets

Module 3: Scheduling and dispatching work orders

Module Objectives

• Examine the various ways to program and reprogram elements.
  
• Explore 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 reservations.

Content

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

Laboratories

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

Module 4: Managing the Field Service Mobile App

Module Objectives

• Learn how to start using the Field Service mobile app.
  
• Learn about the mobile app implementation process, including setting up frontline workers, assigning permissions, and installing the app.
  
• Explore the use of the mobile application, including navigation, implementation, 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

Laboratories

• Lab 10: Field Service Mobile Application

Module 5: Managing Inventory and Purchases

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 process of receiving products in a purchase order.
  
• Review the available return options.
  
• Examine how to create and finalize return merchandise authorizations.

Content

• Manage inventory and warehouses
  
• Manage purchases and returns

Laboratories

• Lab 11: Inventory

Module 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

Module 7: Implementing Field Service solutions with 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