MB-240 Training: Dynamics 365 Field Service Functional Consultant

Dynamics 365 for Field Service Training MB-240

Certification: Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate

Dynamics Edge courses and labs are enhanced Instructor-Led Training (ILT) materials designed specifically for live, guided instruction and follow a structured curriculum.

Our materials are intentionally different from Microsoft Learn paths in both structure and flow to better prepare for actual work, answer questions, real-time engagement, and deeper learning.  Microsoft Learn paths are self-paced study resources.

You will learn how to:

• Configure field service applications
• Manage work orders
• Schedule and dispatch work orders
• Manage the Dynamics 365 for Field Service mobile app
• Manage inventory and purchasing
• Implement assets and connected devices
• Configure Microsoft Dataverse
• Create apps by using Microsoft Power Apps
• Connect Dynamics 365  for Field Service to Power BI for Data Analytics

Course Outline

Microsoft Dynamics 365 Field Service Functional Consultant Associate, focuses on configuring and managing Dynamics 365 Field Service.

Module 1: Introduction to Dynamics 365 Field Service

• Overview of Dynamics 365 Field Service
• Key features and functionalities
• Navigating the Field Service application

Module 2: Configure Dynamics 365 Field Service

• Organizational setup and configuration
• Field Service settings
• Role-based security and access control
• Managing users and resources

Module 3: Work Order Management

• Creating and managing work orders
• Work order lifecycle and process
• Automating work order creation and management

Module 4: Scheduling and Dispatching

• Configuring the schedule board
• Resource scheduling optimization (RSO)
• Managing schedules and dispatching resources

Module 5: Inventory and Purchasing

• Managing inventory and warehouses
• Purchasing and returns management
• Integrating inventory with work orders

Module 6: Service Agreements

• Creating and managing service agreements
• Configuring service schedules
• Automating service agreement renewals

New Module: AI and Predictive Maintenance

• Utilizing AI in Field Service: Implementing AI-driven insights and recommendations
• Predictive Maintenance: Leveraging predictive analytics for maintenance
• IoT Integration: Connecting IoT devices for real-time monitoring and alerts

Module 7: Mobile Field Service

• Configuring the Field Service mobile app
• Managing mobile users and devices
• Offline capabilities and synchronization

Module 8: Customer Assets and Locations

• Managing customer assets
• Tracking asset locations and conditions
• Configuring asset hierarchies and relationships

Module 9: Field Service Analytics

• Configuring Field Service Insights
• Analyzing field service performance
• Reporting on field service metrics and KPIs

Module 10: Integration with Other Dynamics 365 Applications

• Integrating with Dynamics 365 Sales
• Integrating with Dynamics 365 Customer Service
• Power Platform integration

Module 11: Managing Field Service Reports and Dashboards

• Creating and managing service reports
• Designing interactive dashboards
• Utilizing Power BI for advanced reporting

Module 12: Compliance and Safety

• Configuring safety checklists and procedures
• Ensuring compliance with field service regulations
• Managing risk assessments and audits

These modules cover the comprehensive skills and knowledge required to effectively use and manage Dynamics 365 Field Service, including new AI and predictive maintenance features to enhance field service operations.