Microsoft Dynamics 365 for Field Service – (MB-240) Online Training

Microsoft Dynamics 365 for Field Service – (MB-240) Online Training


    Microsoft Dynamics 365 for Field Service – (MB-240) exam measures students ability to accomplish the following technical tasks: configure field service applications; manage work orders; schedule and dispatch work orders; manage field service mobility; manage inventory and purchasing; and manage assets and agreements.


    Candidates must have knowledge of how to configure and customize components of the Field Service application, including configuring services, resources, characteristics, incidents, inventory integration, service agreements, resource scheduling, work orders, service tasks, field service user roles, field service settings, the Connected Field Service (IoT) solution, and configuration of the Field Service Mobile app.

    Configure Field Service

    • Introduction to field service
    • Defining products and services
    • Defining tax codes

    Resource scheduling configuration

    • Mapping and location information
    • Configuring resource components
    • Defining account preferences

    Defining and configuring bookable resources

    • Defining bookable resources
    • Resource pools, crews and facilities

    Working with and configuring incidents

    • Creating incidents
    • Using service tasks
    • Defining products, services and skills

    Field Service Work Orders

    • Configure field service work orders
    • Creating work orders
    • Managing work orders

    Field Service Agreements

    • Using field service agreements
    • Set up bookings
    • Set up invoices

    Inventory and Purchasing

    • Manage customer assets
    • Manage inventory
    • Purchasing and returns

    Field Service Mobile

    • Field Service Mobile Application overview
    • Install and deploy Field Service Mobile Projects
    • Manage Mobile Projects
    • Deploy the Mobile client

    Universal Resource Scheduling

    • URS overview and configuration
    • Enabling entities for URS
    • Entity customization and automation considerations

    Managing scheduling options

    • Using the Schedule Board
    • Scheduling items
    • Rescheduling and substituting resources
    • Crew and resource pool scheduling

    Customizing the Schedule Board

    • Configure the schedule board
    • Create additional schedule boards
    • Leverage Dynamics 365 views with the schedule board
    • Configure schedule board queries and filters
    • Working with requirement groups

    Resource Scheduling Optimization

    • Resource Scheduling Optimization overview
    • Defining optimization goals
    • Defining optimization scopes
    • Defining optimization profiles

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