MB – 240 Microsoft Dynamics 365 for Field Service

About MB – 240 Microsoft Dynamics 365 for Field Service

This course is intended for individuals who plan to take MB-240 exam. You will learn how to implement and manage Microsoft Dynamics 365 for Field Service. The audience typically includes system administrators, implementation consultants, system integrators, technical staff, and support professionals. They assess a customer’s business needs and install, configure, deploy, and customize the application.

Add to Exam MB-240; Part of the requirements for: Microsoft Certified: Dynamics 365 for Field Service Functional Consultant Associate

Related exam: Exam PL-200


Instructor-led classroom training is hosted at The CRM Team training suite, Allandale Offices, Waterfall Drive.

Course Content
1. Configure field service applications
  • Perform initial configuration steps
    • This objective may include but is not limited to: Identify key security roles, identify resource scheduling options; identify entities that can be customized with administrative settings, identify product and service categories.
  • Configure product and service pricing
    • This objective may include but is not limited to: Configure product and service pricing features including minimum charge amount, minimum charge duration, and the flat fee option; add products and services to incidents; determine when a product has a default list price and a work order price list; associate products and services with price lists; define tax codes.
  • Configure bookable resources
    • This objective may include but is not limited to: Identify fields for bookable resources; enable mapping functionality; identify entities that are geocoded; define start and end locations for resources; identify differences between address types.
  • Configure additional options
    • This objective may include but is not limited to: Configure territories and organizational units; identify skills types; configure characteristics and skills; configure proficiency models; implement resource roles and categories; explain differences between organizational units and business units.
  • Integrate other tools with Field Service
    • This objective may include but is not limited to: Automate processes by using Microsoft Flow; build flows using Visual Designer; identify uses for the Twilio solution; identify opportunities to integrate Glympse with the Connected Field Service solution.
2. Manage work orders

Describe the work order lifecycle

  • configure work orders
  • configure work order lifecycle stages
  • configure booking status and work order status values
  • configure uses and capabilities for billing accounts, service accounts, and sub-accounts

Create and manage work orders

  • create a work order from an incident or an opportunity
  • add status and sub status information to a work order
  • configure work order type and priority
  • organize work orders and resources by geography
  • associate a work order to a price list
  • identify processes to close a work order

Manage incidents

  • configure incident types
  • configure service task types
  • add service tasks, products, and services
3. Schedule and dispatch work orders

Scheduling options

  • schedule work orders using Schedule Board and Schedule Assistant
  • determine when to use each scheduling option
  • enable scheduling board geocoding

Implement the Schedule Board

  • identify features and uses for Booking Requirements view
  • implement the integrated map feature
  • manually schedule work orders
  • reassign and reschedule work orders
  • move incomplete work orders
  • create additional schedule boards
  • configure schedule boards
  • customize the schedule board
  • define booking rules

Implement the Schedule Assistant

  • apply constraints to resource queries
  • filter data
  • specify a search radius

Configure Resource Scheduling Optimization (RSO)

  • create optimizing profiles
  • define objectives and constraints
  • configure resource optimization

Configure Universal Resource Scheduling

  • determine Universal Resource Scheduling use scenarios
  • create workflows to populate data in requirement records
  • create requirement views
  • schedule an entity
4. Manage Field Service mobility

Install and configure the mobile app

  • configure actions that field agents can perform
  • configure steps for the mobile app
  • import the Field Service project
  • assign security roles
  • administer connected devices

Manage mobile projects

  • identify project artifacts that can be modified or edited
  • modify configuration settings
  • publish a mobile project
5. Manage inventory and purchasing

Manage inventory

  • set up inventory and warehouses
  • view product inventory
  • adjust inventory levels
  • transfer inventory
  • determine when to integrate inventory with Enterprise Resource Planning application

Manage purchasing and product returns

  • determine the purchase order process
  • create purchase orders
  • create a list of receivable products for a purchase order
  • determine product return options
  • create return merchandise authorizations (RMAs) and return to vendor (RTV)
  • finalize returns
6. Manage assets and agreements

Create and manage agreements

  • determine when to use agreements
  • define and configure agreement preferences and settings
  • configure automatic generation of bookings
  • create bookings
  • create invoices

Manage customer assets

  • create and register customer assets
  • configure products to auto-create customer assets
  • associate work orders with customer assets
  • create child assets
  • determine opportunities for Internet of Things (IoT)
  • configure Connected Field Service
  • manage IoT devices
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