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Microsoft
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MB-240: Microsoft Dynamics 365 Field Service Functional Consultant
The MB-240 course is designed for functional consultants who implement solutions in Dynamics 365 Field Service. This course covers the configuration and management of field service applications, focusing on optimizing field operations, enhancing service efficiency, and improving customer satisfaction through effective use of Dynamics 365 Field Service.
4.00 Day (32 hours)
Intermediate Level
Choose your learning method
Overview Course Detail Target Audience Prerequisites Course Outline FAQs

As a candidate for this exam, you’re a Microsoft Dynamics 365 Field Service functional consultant. You’re responsible for implementing solutions that:

  • Schedule resources to meet customer requirements.
  • Optimize resources by matching skills, locations, and availability.
  • Equip frontline workers with the information and tools to deliver great service.
  • Build a service history of customer assets.
What's in it for you?
  • Configure field service applications
  • Manage work orders
  • Schedule and dispatch work orders
  • Manage the Field Service mobile app
  • Manage inventory and purchasing by using the built-in inventory management system
  • Manage Connected Field Service and customer assets
  • Implement Microsoft Power Platform
Who should attend?
  • Field Service Managers
  • Functional Consultants
  • Business Analysts
  • Service Operations Managers
  • CRM Administrators
  • Logistics Professionals
  • IT Professionals
  • Field Service Technicians
  • Professionals Seeking Certification
Prerequisites

While there are no strict prerequisites for MB-240, Microsoft generally recommends having a foundational understanding of Dynamics 365 and basic knowledge of field service operations. Some experience with field service management processes and familiarity with CRM concepts can also be beneficial for a comprehensive learning experience.

The MB-240 certification is ideal for professionals aiming to specialize in the functional aspects of Microsoft Dynamics 365 Field Service, contributing to the efficient management and optimization of field service operations within their organization.

Course Outline
Configure Field Service applications
  • Lesson: Configure Microsoft Dynamics 365 Field Service
  • Lesson: Configure bookable resources
  • Lesson: Schedule crews, facilities, and resource pooling
  • Lab 2: Skills and characteristics
  • Lab 3: Creating resources
Manage work orders
  • Lesson: Work order management
  • Lesson: Manage incident types
  • Lesson: Create and perform inspections
  • Lab 4: Incident types
  • Lab 5: Work order management
  • Lab 6: Agreements
  • Lab 7: Inspections
Schedule and dispatch work orders
  • Lesson: Manage scheduling options
  • Lesson: Configure schedule boards
  • Lesson: Resource Scheduling Optimization
  • Lab 8: Scheduling
Manage the Field Service mobile app
  • Lesson: Get started with the Dynamics 365 Field Service Mobile application
  • Lesson: Customize and configure the Dynamics 365 Field Service Mobile app
  • Lesson: Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service
  • Lab 10: Field Service mobile app
Manage inventory and purchasing
  • Lesson: Manage inventory and warehouses
  • Lesson: Manage purchasing and returns
  • Lab 11: Inventory
Implement assets and connected devices
  • Lesson: Customer assets
  • Lesson: Connected Field Service
  • Lab 12: Customer assets
Power Platform for Field Service
Lesson: Create custom apps for Dynamics 365 Field Service
Course FAQs
Is this course part of a certification path?

Yes, this course helps prepare you for the “Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate” certification.

How do I access my Microsoft Exam Voucher?

Please reach out to info@industechservices.com after your course to obtain your exam voucher.

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