MB-240T00: Implement field service solutions using Microsoft Dynamics 365 Field Service

MB-240 training

MB-240T00: Implement field service solutions using Microsoft Dynamics 365 Field Service is an instructor-led course for functional consultants who configure Field Service solutions for organizations that manage mobile workforces, work orders, dispatching, field technicians, customer assets, inspections, inventory, and service delivery.

Students learn how to configure Field Service settings, resources, skills, work orders, incident types, agreements, inspections, schedule boards, schedule assistant, Field Service mobile app, inventory, customer assets, connected devices, and Power Platform extensions.

Certification: Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate
Exam: MB-240: Microsoft Dynamics 365 Field Service Functional Consultant
Duration: 4 days
Audience: Field Service functional consultants, Dynamics 365 consultants, service operations managers, dispatch managers, implementation consultants, Power Platform consultants, support analysts, and solution architects.

Why choose Dynamics Edge for MB-240T00 training?

Dynamics Edge delivers MB-240 training with practical configuration examples, hands-on labs, certification review, and implementation-focused discussion. The course helps students understand how Field Service supports the full service delivery lifecycle from work order creation through scheduling, technician execution, inventory use, asset service history, and customer follow-up.

• Learn how Dynamics 365 Field Service supports mobile workforce management and service operations.
• Practice configuration tasks used in real Field Service implementation projects.
• Prepare for MB-240 certification exam objectives through structured course review.
• Understand how Field Service connects with Customer Service, Power Platform, Microsoft 365, Remote Assist, Guides, Copilot, and Dataverse.
• Request private team delivery for field service transformation, dispatch modernization, technician enablement, or role-based onboarding.

What will you learn in MB-240T00 training?

Students learn how to configure and implement Microsoft Dynamics 365 Field Service. The course emphasizes practical setup, work order lifecycle management, scheduling, dispatching, mobile app configuration, customer assets, inventory, inspections, agreements, and Power Platform extensibility.

• Configure core Field Service components, territories, skills, characteristics, resources, pricing, and service settings.
• Create and manage work orders, incident types, agreements, inspections, entitlements, customer assets, and functional locations.
• Schedule and dispatch work orders by using the schedule board, schedule assistant, resource requirements, crews, pools, and fulfillment preferences.
• Configure and use the Field Service mobile app for technician work, offline access, inspections, signatures, photos, reports, and follow-up work.
• Extend Field Service with Power Platform, Microsoft 365, Copilot, Remote Assist, Guides, and connected service scenarios.

Dynamics 365 Field Service MB-240 Course Outline

Learning Path 1: Configure Field Service

Module 1: Get started with Dynamics 365 Field Service

Students learn how Dynamics 365 Field Service supports service organizations that manage technicians, work orders, customer assets, inventory, schedules, and mobile service delivery.

Topics include:

• Describe the Field Service application.
• Identify Field Service roles and personas.
• Explain the work order lifecycle.
• Review Field Service apps and administration tools.
• Understand how Field Service connects with Dynamics 365 and Power Platform.

Module 2: Configure core Field Service settings

Students configure the foundational settings required before work orders, scheduling, resources, and mobile app functionality can be used.

Topics include:

• Configure Field Service settings.
• Configure territories and postal codes.
• Configure organizational units.
• Configure trades and trade coverages.
• Configure not-to-exceed values and Copilot summaries.

Module 3: Configure products, services, and pricing

Students learn how products and services are used on work orders and how price lists determine service and material pricing.

Topics include:

• Create Field Service products and services.
• Configure product and service types.
• Associate products and services with price lists.
• Configure minimum charge amounts and durations.
• Review how pricing rules affect work order pricing.

Module 4: Configure skills, characteristics, and resources

Students configure bookable resources and the skills used to match resources to work order requirements.

Topics include:

• Configure characteristics and proficiency models.
• Create resource roles and categories.
• Create frontline worker resources.
• Configure working hours and time off.
• Configure facilities, equipment, crews, and pools.

Learning Path 2: Manage work orders and customer assets

Module 5: Configure the work order lifecycle

Students learn how work orders represent service work and how work order types, statuses, sub-statuses, and resolutions support field service operations.

Topics include:

• Configure work order types.
• Configure booking statuses.
• Configure work order sub-statuses.
• Configure work order resolutions.
• Close work orders with resolution details.

Module 6: Create and manage work orders

Students create and manage work orders for service delivery scenarios. They review customer, service account, billing account, price list, service tasks, products, services, and booking requirements.

Topics include:

• Create work orders.
• Add products and services to work orders.
• Add service tasks to work orders.
• Associate work orders with price lists, SLAs, and entitlements.
• Organize work orders by geography.

Module 7: Configure incident types

Students learn how incident types standardize work order creation by automatically adding service tasks, products, services, characteristics, durations, and requirement group templates.

Topics include:

• Create incident types.
• Add service tasks to incident types.
• Add products and services to incident types.
• Configure incident type suggestions.
• Assign requirement group templates to incident types.

Module 8: Configure agreements and inspections

Students learn how agreements automate recurring service work and how inspections capture structured technician responses in the field.

Topics include:

• Configure Field Service agreements.
• Configure agreement booking setup.
• Configure agreement invoicing.
• Create inspection templates.
• Associate inspections with work orders and assets.

Module 9: Configure customer assets and functional locations

Students learn how customer assets and functional locations create a service history for installed equipment and managed assets.

Topics include:

• Create and manage customer assets.
• Configure products for automatic asset creation.
• Create child assets and asset hierarchies.
• Configure functional locations.
• Configure asset properties and property templates.

Learning Path 3: Schedule and dispatch work orders

Module 10: Configure scheduling options

Students learn how Field Service uses Universal Resource Scheduling to match work requirements with available resources.

Topics include:

• Configure resource requirements.
• Configure fulfillment preferences.
• Configure quick scheduling.
• Configure multi-day scheduling.
• Include appointments in scheduling.

Module 11: Use the schedule board and schedule assistant

Students learn how dispatchers use the schedule board and schedule assistant to assign work orders to the right resources.

Topics include:

• Schedule work orders with the schedule board.
• Use the schedule assistant.
• Configure filtering constraints.
• Customize schedule board settings.
• Troubleshoot schedule assistant results.

Module 12: Configure scheduling for multiple resources

Students configure scheduling scenarios that require crews, pools, facilities, equipment, or requirement groups.

Topics include:

• Configure requirement group templates.
• Set up resource pools.
• Set up resource crews.
• Schedule pools and crews.
• Visualize requirement groups on the schedule board.

Module 13: Configure Universal Resource Scheduling

Students learn how Universal Resource Scheduling supports Field Service and other schedulable Dataverse tables.

Topics include:

• Enable scheduling for a table.
• Configure scheduling metadata.
• Configure geocoding.
• Configure booking timestamps.
• Configure booking journals and actuals.

Learning Path 4: Manage the Field Service mobile app

Module 14: Set up the Field Service mobile app

Students configure the mobile app so technicians can access and complete work from the field.

Topics include:

• Install the Field Service mobile app.
• Configure mobile security roles.
• Customize mobile forms, views, pages, and navigation.
• Configure mobile offline profiles and synchronization.
• Configure push notifications, location tracking, geofencing, and barcode features.

Module 15: Deliver work orders by using the mobile app

Students learn how technicians use the mobile app to complete assigned work and update service history.

Topics include:

• Complete work orders from the mobile app.
• Update tasks, booking statuses, signatures, and images.
• Perform inspections and ad hoc inspections.
• Create follow-up work orders.
• Generate Field Service technician reports.

Learning Path 5: Manage inventory and purchasing

Module 16: Configure inventory and warehouses

Students learn how Field Service inventory supports field technicians, warehouses, trucks, product usage, and stock visibility.

Topics include:

• Set up inventory and warehouses.
• View product inventory.
• Adjust inventory levels.
• Transfer inventory between warehouses.
• Update inventory by using inventory journals.

Module 17: Manage purchasing and returns

Students learn how purchasing and returns support replenishment, product receipt, return merchandise authorization, and return-to-vendor processes.

Topics include:

• Create purchase orders.
• Create receivable product lists.
• Receive products.
• Create return merchandise authorizations.
• Finalize returns and return-to-vendor transactions.

Learning Path 6: Extend Field Service with Microsoft Power Platform

Module 18: Configure model-driven apps for Field Service

Students learn how to tailor Field Service apps with model-driven app configuration.

Topics include:

• Create and configure forms.
• Create and configure views.
• Configure navigation.
• Customize app experiences.
• Support role-based Field Service access.

Module 19: Create custom apps and automations

Students learn how Power Platform can extend Field Service with task-specific apps, embedded experiences, and workflow automation.

Topics include:

• Create task-specific canvas apps.
• Create custom pages.
• Embed apps in Field Service.
• Use Power Automate cloud flows.
• Automate Field Service tasks and notifications.

Module 20: Integrate Field Service with Microsoft tools

Students review how Field Service connects to Microsoft 365, Remote Assist, Guides, Copilot, Customer Service, and connected-device scenarios.

Topics include:

• Use Microsoft 365 Copilot in Field Service scenarios.
• Use Dynamics 365 Remote Assist with Field Service.
• Use Dynamics 365 Guides with work orders.
• Review Field Service portal concepts.
• Review connected-device and IoT service scenarios.

Hands-on labs

The MB-240 labs support hands-on practice for Microsoft Dynamics 365 Field Service functional consultants. This single consolidated lab list is based on the official MicrosoftLearning hosted MB-240 labs and the most important Field Service implementation topics from the MB-240 exam objectives.

• Lab 1: Validate the Dynamics 365 Field Service lab environment.
• Lab 2: Configure Field Service settings.
• Lab 3: Configure skills, characteristics, and proficiency models.
• Lab 4: Create and configure bookable resources.
• Lab 5: Configure territories, organizational units, and working hours.
• Lab 6: Configure products, services, and Field Service price lists.
• Lab 7: Configure incident types with service tasks, products, services, and characteristics.
• Lab 8: Create and manage work orders.
• Lab 9: Add products, services, tasks, statuses, and sub-statuses to work orders.
• Lab 10: Resolve, close, and review completed work orders.
• Lab 11: Configure agreements and recurring work order generation.
• Lab 12: Create inspections and associate inspections with work orders.
• Lab 13: Configure and use the schedule board.
• Lab 14: Use the schedule assistant to schedule and dispatch work orders.
• Lab 15: Configure fulfillment preferences, quick scheduling, crews, pools, and requirement groups.
• Lab 16: Configure and use the Field Service mobile app.
• Lab 17: Configure mobile offline, technician forms, inspections, signatures, images, and service reports.
• Lab 18: Configure inventory, warehouses, purchase orders, transfers, adjustments, and returns.
• Lab 19: Configure customer assets, child assets, functional locations, and asset service history.
• Lab 20: Extend Field Service with Power Platform, Copilot, Remote Assist, Guides, and automation.

Certification alignment

This course supports preparation for Exam MB-240: Microsoft Dynamics 365 Field Service Functional Consultant. The exam validates the ability to configure Field Service applications, manage work orders and customer assets, schedule and dispatch work orders, manage the Field Service mobile app, manage inventory and purchasing, and implement Microsoft Power Platform extensions.

MB-240 skills measured

• Configure Field Service applications.
• Manage work orders and customer assets.
• Schedule and dispatch work orders.
• Manage the Field Service mobile app.
• Manage inventory and purchasing by using the built-in inventory management system.
• Implement Microsoft Power Platform.

Course review

Students should leave the course able to configure and support the major areas of Dynamics 365 Field Service. The course review should reinforce Field Service settings, resources, skills, territories, work orders, incident types, agreements, inspections, schedule board, schedule assistant, mobile app, inventory, customer assets, functional locations, and Power Platform extensions.

Certification exam review

Exam review should focus on scenario-based configuration decisions, process dependencies, and troubleshooting. Priority review areas should include work order lifecycle, incident types, agreements, inspections, customer assets, schedule board, schedule assistant, bookable resources, working hours, crews, pools, requirement groups, mobile app configuration, offline profiles, inventory transfers, purchase orders, RMAs, Power Automate, model-driven app customization, Copilot, Remote Assist, and Guides.