MB-240T00-A: Microsoft Dynamics 365 Field Service

MB-240T00-A: Microsoft Dynamics 365 Field Service
Instructor-led Training

Course Description

Learn how to effectively configure a Dynamics 365 for Field Service implementation to maximize the tools and features available to efficiently manage a mobile work force.

Audience Profile

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

About this Course

Skills at a glance

  • Configure field service applications (20–25%)

  • Manage work orders (20–25%)

  • Schedule and dispatch work orders (25–30%)

  • Manage the Field Service mobile app (5–10%)

  • Manage inventory and purchasing by using the built-in inventory management system (5–10%)

  • Manage Connected Field Service and customer assets (5–10%)

  • Implement Microsoft Power Platform (5–10%)

Configure field service applications (20–25%)

Define and configure core Field Service components

  • Define and configure key required security roles

  • Configure territories, postal codes, and organizational units

  • Configure characteristics and proficiency models

  • Implement resource roles and categories

  • Modify default Field Service settings

  • Configure trades and trade coverages

Configure product and service pricing

  • Define required product and service types

  • Configure minimum charge amounts and durations

  • Determine how pricing rules affect the price that is applied to a product on a work order

  • Associate products and services with price lists

Configure bookable resources

  • Manage bookable resources

  • Configure geocoding

  • Define start and end locations for resources

  • Configure pay types and rates

  • Configure working hours and working hour templates

  • Manage time off requests

  • Enable technician time tracking

  • Configure certifications and insurances

  • Configure facilities and equipment

Configure scheduling of multiple resources

  • Determine the types of resources required

  • Define Requirement groups and Requirement group templates

  • Set up resource pools and crews

  • Schedule and visualize multiple resources on the schedule board

Integrate other tools with Field Service

  • Implement Dynamics 365 Remote Assist for use with Field Service

  • Set up and use Dynamics 365 Remote Assist one-time call

  • Use Guides with work orders

Manage work orders (20–25%)

Configure the work order lifecycle

  • Configure work order types and work order resolutions

  • Configure booking status and work order status values

  • Configure capabilities for billing accounts, service accounts, and functional locations

  • Configure billing and service accounts

Create and manage work orders

  • Create a work order

  • Add status and sub-status information to a work order

  • Organize work orders and resources by geography

  • Associate a work order with a price list, service-level agreement, and entitlement

  • Close a work order, including attaching a work order resolution

  • Collaborate on work orders by using Microsoft Teams chat

  • Manage work order costs based on not-to-exceed values

  • Create a work order by using Copilot in Microsoft Outlook

Manage incidents

  • Configure incident types and suggestions

  • Assign requirement group templates to incident types

  • Add service tasks to incidents

  • Add products and services to incidents

Create and manage agreements

  • Determine when to use agreements

  • Define and configure agreement preferences and settings

  • Configure automatic generation of work orders

  • Configure booking preferences

  • Configure agreement invoicing

  • Create entitlements for agreements

Manage inspections

  • Create inspections

  • Associate inspections with work orders and customer assets

  • Create inspection templates

  • Run reports on inspections

  • Configure advanced options for inspections

Schedule and dispatch work orders (25–30%)

Manage scheduling options

  • Schedule work orders by using the schedule board and schedule assistant

  • Determine when to use each scheduling option

  • Configure fulfillment preferences

  • Configure quick scheduling (“quick book“)

  • Schedule a work order in the Field Service app for Outlook

  • Configure resource requirements for multi-day scheduling

Implement schedule boards

  • 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

Manage schedule boards

  • Configure schedule boards, including customizing views

  • Customize a schedule board

  • Configure booking rules

Implement the schedule assistant

  • Apply constraints to resource queries

  • Filter data

  • Troubleshoot the schedule assistant

Configure Universal Resource Scheduling

  • Configure resource requirements in scheduling

  • Enable scheduling for a table

  • Configure geocoding for a custom table

  • Manage work hours calendar for requirements

  • Configure booking timestamps, booking journals, and actuals

Manage the Field Service mobile app (5–10%)

Deliver work orders by using the mobile app

  • Complete work orders, including tasks, booking statuses, follow-up work orders, signatures, images, and Field Service technician reports

  • Service and maintain customer assets, including IoT devices

  • Perform inspections, including adding ad hoc inspections

  • Manage working offline

  • Perform time entry

  • Launch related apps, including Dynamics 365 Remote Assist and Guides

Set up the mobile app

  • Configure security roles

  • Customize the mobile app including forms, views, pages, and navigation

  • Enable and configure location tracking and geofencing

  • Configure offline profiles and synchronization features

  • Configure push notifications

  • Configure barcode features

  • Deploy the mobile app

Manage inventory and purchasing by using the built-in inventory management system (5–10%)

Manage inventory and warehouses

  • Set up inventory and warehouses

  • View product inventory

  • Adjust inventory levels

  • Transfer inventory between warehouses

  • Manually update inventory by using inventory journals

Manage purchasing and product returns

  • Create purchase orders

  • Create a list of receivable products for a purchase order

  • Determine product return options

  • Create return merchandise authorizations

  • Create return to vendor transactions

  • Finalize returns

Manage Connected Field Service and customer assets (5–10%)

Implement Connected Field Service

  • Identify use cases for Connected Field Service

  • Register and associate IoT devices

  • Configure security roles for Connected Field Service

  • Manage devices

Configure customer assets

  • Create and manage customer assets

  • Configure products to enable automatic creation of customer assets

  • Associate work orders with customer assets

  • Create child assets

  • Configure 3D asset models

  • Define functional locations

Implement Microsoft Power Platform (5–10%)

Configure model-driven apps

  • Create and configure forms

  • Create and configure views

  • Configure navigation

Create custom apps and automations

  • Create task-specific canvas apps and custom pages

  • Embed apps in Field Service

  • Use custom Power Automate cloud flows to automate tasks and enhance Field Service

Configure Microsoft Power Pages

  • Configure the Field Service customer experience portal

  • Configure self-service scheduling

  • Configure pre-built Power Automate flows

  • Configure Track my technician settings

 

4 Days

Intermediate

Dynamics 365

Functional Consultant

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