MB-240 Course: Microsoft Dynamics 365 Field Service
The Microsoft Dynamics 365 Field Service MB-240 course is an official Microsoft training designed for professionals who wish 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 individuals to work with one of the most relevant Dynamics 365 solutions in the management of technical assistance, maintenance, and mobile work operations.
Microsoft Dynamics 365 Field Service enables the management of resources, work orders, customer assets, service agreements, and technician scheduling, also integrating mobile capabilities, automation, and tools from the Microsoft ecosystem. In businesses, 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 consultative profiles involved in Dynamics 365 implementation projects. Its practical approach allows applying the technology in real field service scenarios, optimizing operational processes and improving customer experience.
Additionally, this course is official from Microsoft and eligible for FUNDAE subsidies for companies, which facilitates its incorporation into corporate training plans.
Course Overview
The MB-240: Microsoft Dynamics 365 Field Service course is designed to teach how to implement and configure field service solutions using Dynamics 365. Through this training, participants gain a practical understanding of resource management, scheduling, work orders, service agreements, customer assets, and mobile application usage.
The training focuses on real business scenarios where it is necessary to coordinate technicians, optimize travel, control asset history, and offer efficient and traceable service. It also addresses the relationship of Dynamics 365 Field Service with 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 who perform functional consulting, implementation, or Field Service solution management roles and wish to prepare for official Microsoft certification.
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 December 31, 2026. One-attempt exam available only in Virtual - Remote Learning mode. Not applicable to Self-Learning mode.
What is the Microsoft MB-240 certification for in a professional environment?
The Microsoft MB-240 certification validates functional competencies in the implementation and configuration of Dynamics 365 Field Service, a key solution for companies managing field work, technical resources, maintenance, work orders, and customer assets. In the job market, this certification is associated with profiles 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 application in projects where it is necessary to organize resource scheduling, improve the efficiency of field personnel, optimize service delivery, and connect technical operations with the Microsoft ecosystem. This makes it a particularly useful credential for functional consultants and professionals working with Dynamics 365 in real implementation and service improvement processes.
From a professional point of view, obtaining the MB-240 certification improves employability, facilitates specialization in Microsoft business solutions, and strengthens the 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 businesses, it is used to plan interventions, assign resources according to availability and skills, manage work orders, and improve the traceability of the entire service cycle.
In real projects, Dynamics 365 Field Service allows automating scheduling processes, controlling service agreements, recording asset information, coordinating mobile teams, and improving customer experience through more agile and organized operations. 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 applying Dynamics 365 Field Service in specific professional situations, helping to configure and adapt the solution to real needs for maintenance, technical assistance, installations, or recurring services.
What Microsoft official courses and certifications include at Nanfor
The training includes Microsoft Learn material, expert tutor presentations, authorized labs, specialized tutorials, personalized sessions with an expert tutor, certification preparation, and a completion certificate, combining institutional content with Nanfor's expert support.
Learn all components
Advantages of MB-240 training
Training in Microsoft Dynamics 365 Field Service (MB‑240) offers key advantages for both professionals and organizations managing technical services:
- It allows optimizing service planning and technician allocation, 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 business solutions.
- It contributes to increasing customer satisfaction, optimizing response times and service quality.
- It helps reduce operational costs, through more intelligent resource and process management.
Prerequisites
To best leverage 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 the Microsoft business application ecosystem.
It is also advisable 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 Microsoft MB-240 Certification
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.
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Course Duration:
100 hours
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Access to the classroom:
3 months
General Course Information
Who is the Microsoft MB-240 course for?
The Microsoft MB-240 course is aimed at professionals who wish to specialize as Dynamics 365 Field Service functional consultants. It is especially geared towards profiles involved in the implementation, configuration, and optimization of field service solutions for business clients.
It is suitable training for functional consultants, implementation profiles, Dynamics 365 project managers, and professionals interested in improving their skills 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 application 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 MB-240 Microsoft Learn 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 required to work with the solution and reinforce exam preparation.
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 through the Field Service Type field.
- Define work order types, statuses, and sub-statuses, and apply best practices for customizing them.
- Identify how Skills and Resource Roles are used to determine qualified resources.
- Create bookable resources.
- Examine 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 work orders can be generated in
- Dynamics 365 Field Service.
- Explore the various 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 start using the Field Service mobile application.
- Learn about the mobile application deployment process, including configuring 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 application.
- Explore how organizations can deliver work orders more efficiently through 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 purchases
Module Objectives
- Explore the components used to manage inventory in Field Service.
Identify the process for defining warehouses.
- Examine how to make 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 on 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 apps for Dynamics 365 Field Service
Unit 7: Implement Field Service solutions with Dynamics 365 Field Service
Our differentiating factor: Hands-on Labs
| Lab Name |
Developed Technical Skills |
Practical Learning Outcome |
| Lab 0: Environment Validation |
Environment verification, Dynamics 365 access, and initial setup |
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 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 associated tasks and services |
Configuration of reusable templates for standardized work orders |
| Lab 5: Work Order Management |
Complete work order cycle: 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 checklists |
Implementation of quality control and audit processes in the field |
| Lab 8: Scheduling Management |
Use of planning tools, manual resource allocation |
Ability to organize technician schedules based on availability |
| Lab 9: Schedule Board Configuration |
Advanced configuration of the planning panel (URS) |
Visual and operational optimization of job allocation |
| 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, warehouse, product, and logistics management |
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
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Frequently Asked Questions about the MB-240 course
What is the MB-240 Microsoft Dynamics 365 Field Service course?
The MB-240 Microsoft Dynamics 365 Field Service course is official training aimed at functional consultants who wish to implement and configure field service solutions using Dynamics 365 in business environments.
What is the MB-240 Microsoft Dynamics 365 Field Service certification for?
The MB-240 Microsoft Dynamics 365 Field Service certification serves to accredit functional competencies in the implementation of Field Service solutions, enhancing professional specialization and employability in Dynamics 365 projects.
Is the MB-240 Microsoft Dynamics 365 Field Service course official from Microsoft?
Yes. The MB-240 Microsoft Dynamics 365 Field Service course is an official Microsoft course, aligned with the content and objectives of the corresponding certification.
How does the MB-240 Microsoft Dynamics 365 Field Service course differ from other Microsoft certifications?
The MB-240 Microsoft Dynamics 365 Field Service course differs in that it is specifically focused on field service management, resource scheduling, work orders, assets, and mobile operation within Dynamics 365.
Is the MB-240 Microsoft Dynamics 365 Field Service course eligible for FUNDAE funding?
Yes. The MB-240 Microsoft Dynamics 365 Field Service course is eligible for FUNDAE funding for companies, facilitating its inclusion in corporate training plans.
What is the duration of the MB-240 Microsoft Dynamics 365 Field Service course?
The official duration of the MB-240 Microsoft Dynamics 365 Field Service course is 4 days, which Nanfor can adapt to hourly equivalencies and virtual campus access according to its training model.
Is the MB-240 Microsoft Dynamics 365 Field Service course included in Nanfor's LaaS?
Yes. The MB-240 Microsoft Dynamics 365 Field Service course may be included in Nanfor's LaaS programs depending on the contracted modality.
What technical level is required for the MB-240 Microsoft Dynamics 365 Field Service course?
The MB-240 Microsoft Dynamics 365 Field Service course requires an intermediate functional level, and it is recommended to have previous knowledge of field service processes and the Dynamics 365 application ecosystem.
What career opportunities does the MB-240 Microsoft Dynamics 365 Field Service course offer?
The MB-240 Microsoft Dynamics 365 Field Service course facilitates access to or advancement in roles such as Dynamics 365 functional consultant, Field Service consultant, implementation specialist, or Microsoft business applications professional.
