9:00 AM – 4:00 PM CST
9:00 AM – 4:00 PM CST
Reserve Your Seat
- Virtual instructor Led Training
- Complete Hands-on Labs
- Softcopy of Courseware
- Learning Labs
- Virtual instructor Led Training
- Complete Hands-on Labs
- Softcopy of Courseware
- Learning Labs
- You can use your Purchase Card and checkout
- The GSA Contract Number: 47QTCA20D000D
- Call 800-453-5961 for details
- Customize your class
- Delivery Onsite or Online for your organization
- Choice of Dates when and where you want
- Guidance in choosing and customizing your class
Question About this Course?
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
Module 1: Configure Field Service
In this introductory module, we will introduce key concepts of Dynamics 365 for Field Service, including bookable resources
Lessons
- Configure Microsoft Dynamics 365 for Field Service
- Configure bookable resources
- Schedule crews, facilities, and resource pools
After completing this module, students will be able to:
- Configure Field Service
- Configure bookable resources
- Configure and schedule crews, facilities and resource pools
Module 2: Manage work orders
In this module, we will explore work orders, incident types and inspections.
Lessons
- Work order management, agreements, inventory and purchasing
- Manage incident types
- Inspections
After completing this module, students will be able to:
- Handle work orders, agreements, inventory and purchasing
- Mange incident types
- Create and manage inspections
Module 3: Schedule and dispatch work orders
In this module, we will learn how to work with the schedule board to schedule and dispatch work orders
Lessons
- Manage scheduling options
- Customize the schedule board
- Deploy Resource Scheduling Optimization (RSO)
After completing this module, students will be able to:
- Schedule and dispatch work orders
- Customize the schedule board
- Deploy RSO
Module 4: Field Service Mobile App
In this module, we will learn how customize and configure the Field Service mobile app.
Lessons
- Get started with the Field Service mobile app
- Customize and configure the mobile app
- Integrate Remote Assist
After completing this module, students will be able to:
- Customize and configure the Field Service mobile app
- Integrate Remote Assist
Module 5: Manage inventory and purchasing
In this module, we will learn how to manage inventory and purchasing in work orders
Lessons
- Configure Field Service work orders
After completing this module, students will be able to:
- Configure work orders
- Manage inventory using inventory management and warehouse management
- Make inventory adjustments and transfers
Module 6: Implement assets and connected devices
In this module, we will introduce Connected Field Service, customer assets and creating work orders from IoT data
Lessons
- Customer assets
- Create work orders from IoT data
After completing this module, students will be able to:
- Create and associate customer assets
- Create work orders from IoT data using Connected Field Service
Module 7: Microsoft Power Platform and Field Service
In this module, we will learn how to use the Microsoft Power Platform to create custom apps to enhance your Field Service solution
Lessons
- Create custom apps
- Gather feedback with Customer Voice
After completing this module, students will be able to:
- Create custom apps for Dynamics 365 for Field Service
- Gather customer feedback using Customer Voice
Related Certifications:
Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate
Learning Paths
Credly & Job Opportunities
Question About this Course?
Need help picking the right course?
Call Now