Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate (MB240)

Microsoft Dynamics 365 Field Service Functional Consultant (MB-240T00)

Module 1: Configure Microsoft Dynamics 365 Field Service

• Key Field Service configuration considerations
• Define Field Service products and services
• Work with work order types, territories, and status settings
• Resolutions
• Define incident and service task types
• Define account preferences
• Exercise - Configure Field Service settings

Module 2: Configure bookable resources in Dynamics 365 Field Service

• Overview of bookable resources
• Setup and configuration
• Define bookable resources
• Work with crews, facilities, and pools
• Configure entities for URS

Module 3: Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service

• Schedule multiple resources and facilities
• Define resources
• Work with fulfillment preferences
• Work with requirement groups
• Crew facility resource pool scheduling
• Exercise - Schedule multiple resources

Module 4: Work order management in Dynamics 365 Field Service

• Overview of the Field Service work order lifecycle
• Create and define work orders
• Work with work order-related records
• Work with incidents
• Scheduling considerations
• Work with inventory and warehouses
• Customer assets

Module 5: Incident types in Dynamics 365 Field Service

• Define incident types
• Create incident types
• Use incident types
• Check your knowledge

Module 6: Inspections in Dynamics 365 Field Service

• Create inspections
• Associate inspections
• Perform inspections

Module 7: Manage scheduling options in Dynamics 365 for Field Service

• Overview of scheduling capabilities
• Overview of the schedule board
• Schedule and reschedule
• Reschedule and move items

Module 8: Customize the schedule board in Dynamics 365 Field Service

• Work with multiple schedule boards
• Schedule Board options
• Design and use views with the Schedule Board
• Configure schedule board filter queries
• Exercise - Customize the Schedule Board

Module 9: Deploying Resource Scheduling Optimization

• Resource Scheduling Optimization overview
• Setup and deployment options
• RSO configuration options
• Define optimization goals
• Define optimization scopes
• Define optimization schedules

Module 10: Get started with the Dynamics 365 Field Service Mobile application

• Deploy the mobile application
• Work with the mobile application
• Service customer assets
• Work offline and update offline data
• More mobile application capabilities

Module 11: Customize and configure the Dynamics 365 Field Service Mobile application

• Edit the mobile application
• Offline configuration
• Barcode scanning and global search
• Audit locations
• Configure push notifications

Module 12: Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

• Application setup and user configuration
• Make Remote Assist calls for Field Service work orders
• Make Remote Assist calls
• Use Field Service bookings on a HoloLens device

Module 13: Customer assets in Dynamics 365 Field Service

• Create customer assets
• Associate customer assets
• Set up customer asset hierarchies
• Use functional locations

Module 14: Set up Field Service to create work orders from IoT data

• Installation and setup
• Configure Connected Field Service
• Device data
• Visualize device readings
• IoT alerts
• Mobile app

Module 15: Create custom apps for Dynamics 365 Field Service

• Create apps from Power Apps
• Deploy the customer experiences portal
• Customize Dynamics 365 Field Service
• Universal Resource Scheduling
• Set up and customize schedule boards

Module 16: Gather customer feedback with Dynamics 365 Customer Voice

• Create a project by using the support template
• Customize email templates with survey variables
• Configure Power Automate to send surveys after a case is resolved
• Create surveys for omnichannel surveys and satisfaction metrics
• Set up post chat surveys
• Exercise - Customize email templates with survey variables