MB-240: Microsoft Dynamics 365 Field Service

MB-240 Course: Microsoft Dynamics 365 Field Service

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

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

Promotion valid until December 31, 2025. This exam is only available in the Virtual - Online learning mode. Not applicable to the Self-Learning mode.

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

Course aimed at

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

Elements of the MB-240 formation

1. Set up Microsoft Dynamics 365 Field Service
2. Configure bookable resources in Dynamics 365 Field Service
3. Schedule teams, facilities, and resource groups in Dynamics 365 Field Service
4. Manage work orders, agreements, inventory, and purchasing in Dynamics 365 Field Service
5. Incident types in Dynamics 365 Field Service
6. Inspections in Dynamics 365 Field Service
7. Manage scheduling options in Dynamics 365 for Field Service
8. Customize the scheduling board in Dynamics 365 Field Service
9. Implement Resource Scheduling Optimization
10. Introduction to the Dynamics 365 Field Service Mobile app
11. Customize and configure the Dynamics 365 Field Service Mobile app
12. Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service
13. Customer assets in Dynamics 365 Field Service
14. Configure Field Service to create work orders from IoT data
15. Create custom apps for Dynamics 365 Field Service
16. Collect customer feedback with Dynamics 365 Customer Voice

Course Content MB-240: 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 deployment to maximize the tools and features available when managing a mobile workforce.

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