What’s Included?

icon High-Quality Video, E-book & Audiobook icon Modules Quizzes icon AI Mentor icon Access for Tablet & Phone

Prerequisites

    • MB-910T00: Microsoft Dynamics 365 Fundamentals (CRM)
    • Familiarity with CRM systems, scheduling, and basic business operations
    • AI+ Executive™ or AI+ Prompt Engineer™: Level 1 (helpful for extending Power Platform capabilities)

Skills You’ll Gain

  • Service Configuration
  • Resource Scheduling
  • IoT Automation
  • Remote Support Deployment
  • App Customization
  • Asset Management
  • Location Tracking

Self Study Materials Included

Videos

Engaging visual content to enhance understanding and learning experience.

Podcasts

Insightful audio sessions featuring expert discussions and real-world cases.

Audiobooks

Listen and learn anytime with convenient audio-based knowledge sharing.

E-Books

Comprehensive digital guides offering in-depth knowledge and learning support.

Module Wise Quizzes

Interactive assessments to reinforce learning and test conceptual clarity.

Additional Resources

Supplementary references and list of tools to deepen knowledge and practical application.

Tools You’ll Master

Dynamics 365

Dynamics 365

Dynamics 365 Remote Assist

Dynamics 365 Remote Assist

Microsoft Dynamics 365 Field Service

Microsoft Dynamics 365 Field Service

Power Apps

Power Apps

Power Automate

Power Automate

Power Platform

Power Platform

What You’ll Learn

Configure Core Field Service Components

Set up work orders, agreements, SLAs, inspections, and customer assets.

Manage Resources and Scheduling

Organize crews, facilities, and optimize service delivery with real-time notifications.

Customize Mobile Experiences

Tailor the Field Service mobile app for frontline workers.

Automate Proactive Service

Integrate IoT devices and automate service responses.

Course Modules

Lesson 1: Manage Work Orders in Dynamics 365 Field Service

Module 1.1: Work order management in Dynamics 365 Field Service

Module 1.2: Define agreements in Dynamics 365 Field Service

Module 1.3: Use service-level agreements and entitlements in Dynamics 365 Field Service

Module 1.4: Incident types in Dynamics 365 Field Service

Module 1.5: Inspections in Dynamics 365 Field Service

Module 1.6: Customer assets in Dynamics 365 Field Service

Lesson 2: Universal Resource Scheduling in Microsoft Dynamics 365 Field Service

Module 2.1: Configure bookable resources in Dynamics 365 Field Service

Module 2.2: Manage scheduling options in Dynamics 365 for Field Service

Module 2.3: Customize the schedule board in Dynamics 365 Field Service

Module 2.4: Deploying Resource Scheduling Optimization

Module 2.5: Use Resource Scheduling Optimization for Dynamics 365 Field Service

Module 2.6: Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service

Lesson 3: Implement Microsoft Dynamics 365 Field Service

Module 3.1: Configure Microsoft Dynamics 365 Field Service

Module 3.2: Work order management in Dynamics 365 Field Service

Module 3.3: Define agreements in Dynamics 365 Field Service

Module 3.4: Use service-level agreements and entitlements in Dynamics 365 Field Service

Module 3.5: Create custom apps for Dynamics 365 Field Service

Module 3.6: Get started with the Dynamics 365 Field Service Mobile application

Module 3.7: Customize and configure the Dynamics 365 Field Service Mobile application

Lesson 4: Solve Problems in Real Time with Dynamics 365 Remote Assist

Module 4.1: Get started with making Remote Assist calls

Module 4.2: Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

Lesson 5: Explore the Fundamentals of Microsoft Dynamics 365 Field Service

Module 5.1: Explore Dynamics 365 Field Service

Module 5.2: Describe Dynamics 365 Field Service scheduling capabilities and related apps

Frequently Asked Questions

MB-240T00 is a Microsoft-certified training course designed for functional consultants and IT professionals who want to learn how to configure, implement, and manage Microsoft Dynamics 365 Field Service.

This course is ideal for: 1) Dynamics 365 Functional Consultants 2) IT professionals involved in field service operations 3) Anyone preparing for the MB-240 certification exam

Recommended prerequisites: 1) MB-910T00: Microsoft Dynamics 365 Fundamentals (CRM) 2) Familiarity with customer engagement apps 3) Basic knowledge of business operations, scheduling, or CRM workflows 4) Experience with Microsoft Power Platform is a plus

The course runs for 4 days (96 hours) and includes instructor-led training or self-paced modules, depending on your preference.

You’ll learn how to: 1) Configure work orders, agreements, and inspections 2) Schedule resources, crews, and facilities 3) Use the Field Service mobile app 4) Integrate IoT data and automate work order creation 5) Deploy Remote Assist and Resource Scheduling Optimization 6) Customize apps using Microsoft Power Platform

Yes. This course prepares you for the MB-240: Microsoft Dynamics 365 Field Service Functional Consultant certification, which is part of the Microsoft Certified: Functional Consultant Associate track.

Yes. The course includes practical labs where you'll work with real-life scenarios such as: 1) Creating work orders 2) Customizing the mobile app 3) Managing scheduling and dispatching 4) Integrating IoT devices 5) Using Power Apps for custom experiences

You’ll gain experience with: 1) Microsoft Dynamics 365 Field Service 2) Field Service Mobile App 3) Power Apps and Power Automate 4) Resource Scheduling Optimization (RSO) 5) Dynamics 365 Remote Assist 6) IoT integration through Connected Field Service