MB-240
Microsoft Dynamics 365 Field Service Functional Consultant
Implement Dynamics 365 Field Service: work orders, resource scheduling, inventory, agreements, the mobile app and connected field service.
Course Overview
MB-240 validates the skills to implement Dynamics 365 Field Service, the solution for organisations that send technicians to customer sites. This hands-on course covers the complete field service lifecycle. You will configure work order types, incident types and service tasks, set up bookable resources, skills and territories, and use the schedule board and Resource Scheduling Optimization to dispatch the right technician at the right time. You will manage inventory, purchasing and returns, create agreements for recurring maintenance, and configure the Field Service mobile app for technicians. The course also covers customer assets, connected field service with IoT, Copilot features for frontline workers, and integration with Customer Service and Finance and Operations. Labs follow a realistic service business scenario, and the course ends with exam practice for MB-240.
Industry Applications
Equipment Manufacturers
Installation, maintenance and warranty service
Utilities & Energy
Planned maintenance and emergency dispatch
Facilities Management
Recurring agreements and preventive maintenance
Healthcare Equipment
Asset tracking and compliance-driven inspections
Format & Duration
Instructor-led • 4-5 Days • Hands-on Labs • Service Operations Scenarios
Prerequisites
MB-910 or equivalent Dynamics 365 CE familiarity recommended
Target Audience
Functional consultants, service delivery managers, dispatch leads and CRM analysts implementing Dynamics 365 Field Service.
Learning Outcomes
Configure work orders, incident types and service tasks
Set up resources, skills, territories and scheduling
Manage inventory, purchasing and returns
Create agreements for recurring and preventive service
Configure the mobile app, customer assets and connected field service
Course Syllabus
Module 1: Field Service Fundamentals+
- •App overview
- •Field Service settings
- •Integration with Customer Service
Module 2: Work Orders+
- •Work order types and lifecycle
- •Incident types
- •Service tasks
- •Products and services
Module 3: Scheduling+
- •Bookable resources
- •Skills and territories
- •Schedule board
- •Resource Scheduling Optimization
Module 4: Inventory and Agreements+
- •Warehouses and inventory
- •Purchasing and returns
- •Agreements
- •Customer assets
Module 5: Frontline Experience+
- •Field Service mobile app
- •Copilot for frontline workers
- •Remote assist
Module 6: Connected Field Service and Analytics+
- •IoT alerts
- •Field Service analytics
- •Finance and Operations integration
- •Exam preparation