MB-240: Microsoft Dynamics 365 Field Service
Course Overview
MB-240: Microsoft Dynamics 365 Field Service
Course Description
Optimize your field operations and deliver exceptional onsite service with MB-240: Microsoft Dynamics 365 Field Service. This comprehensive course equips service managers, dispatchers, and technicians with the skills to configure and use Dynamics 365 Field Service to manage work orders, schedule resources, and enhance customer satisfaction through proactive service delivery.
Explore advanced capabilities such as work order management, resource scheduling optimization, inventory and asset tracking, and connected field service powered by IoT. Learn how to streamline dispatch, automate mobile workflows, and leverage AI-driven insights to increase efficiency and reduce costs in your field service operations.
Audience Profile
This course is ideal for:
Field service managers and coordinators responsible for optimizing onsite service delivery
Dynamics 365 functional consultants and administrators configuring Field Service solutions
Technicians and mobile workers who will use the mobile Field Service app
Business analysts and IT professionals involved in implementing and supporting field service technology
Familiarity with Dynamics 365 fundamentals and basic service management concepts is recommended.
Course Outline
Module 1: Introduction to Dynamics 365 Field Service
Overview of Field Service capabilities and benefits
Key components: work orders, service agreements, and scheduling
Navigating the Field Service interface and mobile app
Module 2: Work Order Management and Service Agreements
Creating and managing work orders and related activities
Configuring service agreements and entitlements
Tracking customer assets and warranties for efficient service
Module 3: Resource Scheduling and Dispatch
Understanding scheduling optimization and resource pools
Using the schedule board for dispatch and route planning
Automating scheduling with AI-driven tools and bookable resources
Module 4: Inventory, Product Management, and Procurement
Managing inventory, products, and service parts
Integrating with procurement and supply chain processes
Monitoring inventory levels and replenishment
Module 5: Connected Field Service and IoT Integration
Implementing IoT alerts and proactive maintenance
Automating case creation and remote monitoring
Using telemetry data to improve service outcomes
Module 6: Mobile Field Service Application
Configuring and using the mobile app for technicians
Offline capabilities and real-time data synchronization
Capturing service data, signatures, and photos onsite
Module 7: Reporting, Analytics, and Best Practices
Utilizing dashboards and Power BI for field service insights
Tracking KPIs and performance metrics
Aligning field service strategy with customer satisfaction goals
Hands-on Experience
This course features 40% to 50% hands-on activities, enabling participants to practice configuring Dynamics 365 Field Service components, scheduling resources, managing work orders, and utilizing the mobile app in realistic scenarios.
Hands-On Labs
This course includes practical, hands-on laboratory exercises to reinforce your learning:
Ready to Get Started?
Join thousands of professionals who have advanced their careers with our training programs.
Join Scheduled Training
Find upcoming sessions for this course and register for instructor-led training with other professionals.
View ScheduleCustom Training Solution
Need training for your team? We'll create a customized program that fits your organization's specific needs.
Get Custom Quote