Microsoft Dynamics 365 Field Service/MB-240

Microsoft Dynamics 365 Field Service Certification Training Course Overview

Microsoft Dynamics 365 Field Service training course supports organizations to deliver onsite service to customer locations. This course combines workflow automation, scheduling algorithms, and mobility to set mobile workers up for success when they're onsite with customers fixing issues.

This course prepares you for Exam MB-240. Test your current knowledge Qubits42

Microsoft Dynamics 365 Field Service (24 Hours) Download Course Contents

Live Virtual Classroom
Group Training 1300
09 - 11 Aug GTR 08:00 AM - 04:00 PM CST
06 - 08 Sep 09:00 AM - 05:00 PM CST
(8 Hours/Day)
04 - 06 Oct 09:00 AM - 05:00 PM CST
(8 Hours/Day)
1-on-1 Training (GTR) 1500
4 Hours
8 Hours
Week Days
Week End

Start Time : At any time

12 AM
12 PM

GTR=Guaranteed to Run
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
On Request
Special Solutions for Corporate Clients! Click here Hire Our Trainers! Click here

Customers who bought this course also bought

• Microsoft Dynamics 365 Sales
• Microsoft Power Platform Functional Consultant
• Microsoft Certified: Dynamics 365 Fundamentals (CRM)
• Microsoft Dynamics 365 Customer Service
• Microsoft Dynamics 365 Marketing
• Microsoft Power Platform Developer
• Microsoft Power Platform App Maker
• Microsoft Dynamics 365 Fundamentals (ERP)
• Microsoft Power Platform Solution Architect
• Microsoft Dynamics 365: Finance and Operations Apps Developer

Course Modules

Module 1: Configure Field Service
  • Introduction to configuring Field Service
  • Defining products and services
  • Defining tax codes
  • you will be able to:
  • Create and manage products and services
  • Configure tax codes for your organization
Module 2: Resource Scheduling Configuration
  • Mapping and location information
  • Configuring resource components
  • Defining account preferences
  • you will be able to:
  • Configure resource scheduling for your organization
  • Define account preferences
  • Enable location mapping
Module 3: Defining and Configuring Bookable Resources
  • Defining bookable resources
  • Resource pools, crews and facilities
  • you will be able to:
  • Define bookable resources
  • Create pools and crews
  • Manage facility records
Module 4: Configure Incidents
  • Creating an incident
  • Using service tasks
  • you will be able to:
  • Create an incident for common service tasks
  • Schedule using incidents
Module 5: Inventory and Work Order Management
  • Configure Field Service work orders
  • Creating work orders
  • Managing work orders
  • you will be able to:
  • Configure work orders
  • Schedule resources using work orders
Module 6: Field Service Agreements
  • Using Field Service agreements
  • Set up bookings
  • Set up invoices
  • you will be able to:
  • Use an agreement to schedule work orders
  • Generate invoices for customers
Module 7: Inventory and Purchasing
  • Manage customer assets
  • Manage inventory
  • Purchasing and returns
  • you will be able to:
  • Create customer asset records
  • Manage inventory, purchasing and returns
Module 8: Field Service Mobile
  • Mobile client overview
  • Install and deploy Field Service mobile projects
  • Manage mobile projects
  • Deploy the mobile client
  • you will be able to:
  • Manage mobile projects
  • Install and deploy the mobile client
  • Describe the value of the mobile app for a mobile workforce
Module 9: Universal Resource Scheduling
  • URS overview and configuration
  • Enabling entities for URS
  • Customize entities for URS
  • you will be able to:
  • Describe Universal Resource Scheduling
  • Enable an entity for URS
Module 10: Managing Scheduling Options
  • Using the schedule board
  • Schedule items
  • Rescheduling and substituting resources
  • Crew and pool scheduling
  • you will be able to:
  • Configure and use the schedule board to schedule resources
  • Reschedule work orders
  • Substitute resources
Module 11: Customizing the Schedule Board
  • Configure the board
  • Create additional schedule boards
  • Use views to enhance the schedule board
  • Configuring schedule board queries and filters
  • Working with requirement groups
  • you will be able to:
  • Customize the schedule board
  • Create additional boards
  • Add views to a schedule board
Module 12: Advanced Scheduling Options
  • Working with resource scheduling optimization
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles
  • Single resource scheduling
  • you will be able to:
  • Define optimization for an organization
  • Schedule single resources
Download Course Contents

Request More Information

Course Prerequisites
  • Basic Computer Knowledge.

After completion of this course; you will be able to:

  • Improve first time fix rate
  • Complete more service calls per technician per week
  • Manage follow-up work & take advantage of upsell and cross sell opportunities
  • Reduce travel time, mileage, and vehicle wear and tear
  • Organize & track resolution of customer issues
  • Communicate an accurate arrival time to customers
  • Provide accurate account & equipment history to the field technician
  • Keep customers updated with the status of their service call and when it's resolved
  • Schedule onsite visits when it's convenient for the customer
  • Avoid equipment downtime through preventative maintenance

FAQ's