MB-240: Microsoft Dynamics 365 Field Service

Instructor: Dominic Thevan

This course teaches how to configure, customize, and optimize Dynamics 365 Field Service for efficient field operations management.

CA$1,800.00

CA$2,400.00

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At A Glance

This course provides comprehensive training in configuring and managing Microsoft Dynamics 365 Field Service, covering work order management, scheduling optimization, and mobile workforce enablement. Ideal for functional consultants, system administrators, or field service managers working with service operations, it offers hands-on experience with resource scheduling, inventory management, and customer service integration. Participants will gain the expertise needed to optimize field service operations and prepare for the MB-240 certification exam.

Difficulty

Some related experience required

Duration

15 sessions

(30 hours)

Overview

Transform field service operations with the MB-240 course, your comprehensive guide to Microsoft Dynamics 365 Field Service excellence. This specialized program covers end-to-end field service management, including intelligent scheduling, predictive maintenance, and mobile workforce optimization, updated for 2025 to include the latest AI capabilities, mixed reality features, and IoT integrations. Perfect for consultants seeking the Microsoft Certified Field Service Functional Consultant Associate certification, enabling you to deliver world-class field service experiences that drive customer satisfaction and operational efficiency.

With 30+ hours of intensive hands-on labs, real-world scenarios, and practical projects, you’ll learn from certified Field Service experts through detailed demonstrations and implementation guidance. This premium training includes exclusive configuration templates, best practice guides, and community support, providing exceptional value for mastering modern field service platforms. Thousands of organizations have optimized their field operations using skills from this course – join them and revolutionize service delivery today!

The Syllabus

Discover the key topics covered in this course:

Module 1: Configure Field Service settings

You would learn about:

  • Set up the Field Service application and organizational settings
  • Configure territories, business closures, and working hours
  • Implement security roles and user access management
  • Learn about integration with Dynamics 365 Customer Service
  • Describe mobile application configuration and deployment
Module 2: Manage work orders

You would learn about:

  • Create and configure work order types and workflows
  • Implement service tasks, products, and pricing structures
  • Configure work order lifecycle and status transitions
  • Learn about time tracking and expense management
  • Describe quality control and completion verification processes
Module 3: Schedule and dispatch work orders

You would learn about:

  • Configure resources, skills, and availability settings
  • Implement automated scheduling and optimization algorithms
  • Use the Schedule Board for manual dispatching and adjustments
  • Learn about real-time scheduling and dynamic re-optimization
  • Describe mobile scheduling and field technician empowerment
Module 4: Manage Field Service mobility

You would learn about:

  • Configure the Field Service mobile app for technicians
  • Implement offline capabilities and data synchronization
  • Set up mobile workflows and custom forms
  • Learn about GPS tracking and location-based services
  • Describe push notifications and real-time communication
Module 5: Manage inventory and purchasing

You would learn about:

  • Configure warehouses, inventory locations, and stock levels
  • Implement inventory transfers and replenishment workflows
  • Set up vendor management and purchasing processes
  • Learn about product catalog and pricing management
  • Describe inventory analytics and optimization strategies
Module 6: Implement Field Service integrations

You would learn about:

  • Integrate with IoT platforms for predictive maintenance
  • Configure mixed reality solutions with HoloLens and guides
  • Implement integration with external ERP and accounting systems
  • Learn about Power Platform extensions and custom development
  • Describe analytics and reporting using Power BI
Module 7: Final Review and Projects

You would learn about:

  • Review key Field Service concepts with practical exercises
  • Complete comprehensive field service implementation projects
  • Prepare for the MB-240 certification exam with real-world scenarios
  • Receive expert feedback on configuration optimization and best practices
  • Collaborate on field service transformation case studies

Meet The Graduated Learner

Don’t just take my word for it, check out what existing students have to say about the course:

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MB-240: Microsoft Dynamics 365 Field Service

CA$1,800.00

CA$2,400.00

Sale!

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