MB-240 Training: Dynamics 365 Field Service Functional Consultant

Dynamics 365 for Field Service Training MB-240

Certified Functional Consultant Associate

You will learn how to:

• Deliver exceptional service
• 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
• Create and manage Microsoft Power Automate
• Connect Dynamics 365  for Field Service to Power BI for Data Analytics
• Implement Microsoft Power Virtual Agents chatbots
• Integrate Microsoft Power Apps with other apps and services
• Manage solutions

MB-240 Dynamics 365 for Field Service Training

Move your organization from reactive to proactive to predictive service using data insights and connected experiences.  Connect Dynamics 365 for Field Service to Power BI for Data Analytics

Develops the skills identify and configure the feature used to deliver Field Service solutions.  Learn how to identify and scheduling resources to managing workloads for mobile.  Identifying the organizational considerations that will drive configuration decisions and common configuration aspects. To implementations and design efficient solutions that align with customer goals.

Is this the Right MB-240 Microsoft Dynamics 365 for Field Service Course for You?

This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

Course Outline

The MB-240 exam, known as Microsoft Dynamics 365 Field Service Functional Consultant Associate, focuses on configuring and managing Dynamics 365 Field Service. Here’s an outline of the updated course, including new modules:

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.

Related Certifications:
Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate
Learning Paths
Credly & Job Opportunities