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Course information

Microsoft Dynamics 365 for Field Service Course Outline | MB240

Module 1: Configure Field Service

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

Module 2: Resource scheduling configuration

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

Module 3: Defining and configuring bookable resources

  • Defining bookable resources
  • Resource pools, crews, and facilities

Module 4: Working with and configuring incidents

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

Module 5: Field Service Work Orders

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

Module 6: Field Service Agreements

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

Module 7: Inventory and Purchasing

  • Manage customer assets
  • Manage inventory
  • Purchasing and returns

Module 8: Field Service Mobile

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

Module 9: Universal Resource Scheduling

  • Universal Resource Scheduling (URS) overview and configuration
  • Enabling entities for URS
  • Entity customization and automation considerations

Module 10: Managing scheduling options

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

Module 11: 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

Module 12: Resource Scheduling Optimization

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

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Who should attend this Dynamics 365 Training Course?

Microsoft Dynamics 365 Customer Engagement functional consultants with Field Service expertise. Candidates are responsible for implementing solutions that manage resources that complete the field service lifecycle.

Prerequisites

Basic understanding of Dynamics 365 features, functionality, and navigation.

Microsoft Dynamics 365 for Field Service Course Overview | MB240

Dynamics 365 for Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects.

This course will help you better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals.

On completion of this course you will learn:

  • Identify the key components involved in Field Service Implementations.
  • Define the products and services that will be delivered to customers.
  • Determine which pricing options to use in specific scenarios.
  • Determine which resources are required.
  • Configure the system to support resource needs.
  • Define commonly reported issues and template them for easier consumption.
  • Identify the key areas involved in a work order lifecycle.
  • Generate agreements that can be used to automatically create work orders.
  • Leverage the inventory management capabilities of Dynamics 365 for Field Service.
  • Create and work Purchase Orders through their lifecycle.
  • Deploy and Configure the Field Service Mobile Application.
  • Identify the core components used to schedule items.
  • Configure the application to best leverage the scheduling features.
  • Leverage scheduling features to locate and schedule resources for work.
  • Tailor the application to best represent organizational needs.
  • Develop solutions that can be used to schedule single or multiple resources.
  • Identify the extension options available as part of Universal Resource Scheduling.

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What's included in this Dynamics Training Course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor
  • Refreshments

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Microsoft Dynamics 365 Field Service Exam Information | MB-240

  • Configure field service applications (20-25%)
  • Manage work orders (15-20%)
  • Schedule and dispatch work orders (20-25%)
  • Manage field service mobility (10-15%)
  • Manage inventory and purchasing (10-15%)
  • Manage assets and agreements (10-15%)

Please Note: The exam is not included in the cost of this course

Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

This is our most popular style of learning. We run courses in 1200 locations, across 200 countries in one of our hand-picked training venues, providing the all important ‘human touch’ which may be missed in other learning styles.

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Highly experienced trainers

All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience

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Great value for money

Get more bang for your buck! If you find your chosen course cheaper elsewhere, we’ll match it!

This is the same great training as our classroom learning but carried out at your own business premises. This is the perfect option for larger scale training requirements and means less time away from the office.

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Tailored learning experience

Our courses can be adapted to meet your individual project or business requirements regardless of scope.

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.

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Monitor employees progress

Keep track of your employees’ progression and performance in your own workspace.

What our customers are saying

Frequently asked questions

FAQ's

Please arrive at the venue at 8:45am.
There are no formal prerequisites for this course.
This course is designed for IT Professionals.
We are able to provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is 3 day(s).
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The price for Microsoft Dynamics 365 for Field Service MB240 certification in the United Kingdom starts from £1795
The Knowledge Academy is the Leading global training provider in the world for Microsoft Dynamics 365 for Field Service MB240.

Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Trusted & Approved

Microsoft Dynamics 365 Training

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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"...the trainer for this course was excellent. I would definitely recommend (and already have) this course to others."

Diane Gray, Shell

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Field Service Functional Consultant Associate Certification

Save 26%
2 courses
Included courses:

Microsoft Power Platform and Dynamics 365 Core MB200£2495

Microsoft Dynamics 365 for Field Service MB240£1795

Total without package:  £4290

Package price:  £3195 (Save £1095)