MB-240: Microsoft Dynamics 365 Field Service


• Duration: 3 Days
• Mode of Delivery: Online -Instructor-led training
• Job role: Functional Consultant
• Preparation for exam: MB-240
• Cost: USD$1750
Dynamics 365 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 helps students 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.

Part of Dynamics 365 Field Service Functional Consultant Associate


This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.


As a functional consultant, you need to have the interest to learn how things function, strong communication skills, and inquisitive nature. Solving complex issues using logic should be your favorite part of the job.

Skills Gained

After completing this course, students will be able to:
• Configure field service applications
• Manage work orders
• Schedule and dispatch work orders
• Manage the Dynamics 365 Field Service mobile app
• Manage inventory and purchasing
• Implement assets and connected devices

Course outline

Module 1: Configure Field Service
In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.
• Introduction to configuring Field Service
• Defining products and services
• Defining tax codes
You will be able to:
• Create and manage products and services
• Configure tax codes for your organization

Module 2: Resource Scheduling Configuration
In this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.
• Mapping and location information
• Configuring resource components
• Defining account preferences
You will be able to:
• Configure resource scheduling for your organization
• Define account preferences
• Enable location mapping

Module 3: Defining and Configuring Bookable Resources
In this module, we will learn how to create and manage bookable resources, including resource pools and crews.
• Defining bookable resources
• Resource pools, crews and facilities
You will be able to:
• Define bookable resources
• Create pools and crews
• Manage facility records

Module 4: Configure Incidents
In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.
• Creating an incident
• Using service tasks
You will be able to:
• Create an incident for common service tasks
• Schedule using incidents

Module 5: Inventory and Work Order Management
In this module, we will learn how to create and use work orders to schedule resources.
• Configure Field Service work orders
• Creating work orders
• Managing work orders
You will be able to:
• Configure work orders
• Schedule resources using work orders

Module 6: Field Service Agreements
In this module, we will introduce agreements, and learn how to configure them for your organization.
• Using Field Service agreements
• Set up bookings
• Set up invoices
You will be able to:
• Use an agreement to schedule work orders
• Generate invoices for customers

Module 7: Inventory and Purchasing
In this module, we will learn about management of customer assets.
• Manage customer assets
• Manage inventory
• Purchasing and returns
You will be able to:
• Create customer asset records
• Manage inventory, purchasing and returns

Module 8: Field Service Mobile
In this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.
• Mobile client overview
• Install and deploy Field Service mobile projects
• Manage mobile projects
• Deploy the mobile client
You will be able to:
• Manage mobile projects
• Install and deploy the mobile client
• Describe the value of the mobile app for a mobile workforce

Module 9: Universal Resource Scheduling
In this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.
• URS overview and configuration
• Enabling entities for URS
• Customize entities for URS
You will be able to:
• Describe Universal Resource Scheduling
• Enable an entity for URS

Module 10: Managing Scheduling Options
In this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.
• Using the schedule board
• Schedule items
• Rescheduling and substituting resources
• Crew and pool scheduling
You will be able to:
• Configure and use the schedule board to schedule resources
• Reschedule work orders
• Substitute resources

Module 11: Customizing the Schedule Board
In this module, we will learn how to configure the schedule board to best meet the organization or scheduler’s needs.
• Configure the board
• Create additional schedule boards
• Use views to enhance the schedule board
• Configuring schedule board queries and filters
• Working with requirement groups
You will be able to:
• Customize the schedule board
• Create additional boards
• Add views to a schedule board

Module 12: Advanced Scheduling Options
In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.
• Working with resource scheduling optimization
• Defining optimization goals
• Defining optimization scopes
• Defining optimization profiles
• Single resource scheduling
You will be able to:
• Define optimization for an organization
• Schedule single resources


Click on the following link to see the Current Course Schedule
Our minimum class-size is 3 for this course.
If there are no scheduled dates for this course, it can be customized to suit the time and skill needs of clients and it can be held online, at a rented location or at your premises.
Click on the following link below to arrange for a custom course: Enquire about a course date

Product Information

Product Information

Additional Information

CANCELLATION POLICY – There is never a fee for cancelling seven business days before a class for any reason. Data Vision Systems reserves the right to cancel any course due to insufficient registration or other extenuating circumstances. Participants will be advised prior to doing so.


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