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

This four-day Microsoft certified course is for Microsoft Dynamics 365 Field Service functional consultants. They are responsible for implementing solutions that manage and optimize resources which complete the field service lifecycle.

These professionals implement field service processes designed in collaboration with internal and external teams. This collaboration includes configuring the default administration areas of the Field Service application, deploying the Connected Field Service (IoT) solution and the mobile app, and implementing any additional customizations needed. They are responsible for the configuration and deployment of the Field Service app in conjunction with the core customer service application.

This training is a comprehensive preparation for the MB-240: Microsoft Dynamics 365 Business Central Functional Consultant exam for obtaining the Dynamics 365 Field Service Functional Consultant Associate certification.


Applicable solutions

Private class

Virtual classroom
Minimum no. of participants: 5
4 days / 28 hours
Price on request
English or French
Training plan: 

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
  • One FREE attendance to the Microsoft Certified: Power Platform Fundamentals (PL900) training - $695 value!
  • One voucher to take the exam - $225 value!
  • One year access to the class recording
  • 180 days access to the lab environment after class
  • Up to date courseware with Microsoft Learn
  • Microsoft course achievement badge
Certification information: 
  • Exam code: MB-240
  • Cost: $0 (included in your training)
  • Skills measured
    • Configure field service applications 
    • Manage work orders 
    • Schedule and dispatch work orders 
    • Manage the Dynamics 365 Field Service mobile app 
    • Manage inventory and purchasing 
    • Manage Connected Field Service and customer assets 
    • Implement Microsoft Power Platform 
    • Manage customer experiences 

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