AB-6004: Introduction to service in Dynamics 365
Course Price: Original price was: $500.00.$400.00Current price is: $400.00.
Course Price
Original price was: $2,000.00.$1,600.00Current price is: $1,600.00.
20% OFF. Expires in
Dynamics 365 Field Service Training (MB-240)
The MB-240: Microsoft Dynamics 365 Field Service Functional Consultant Training course is designed for professionals who want to design, implement, and optimize complete field service operations using Microsoft Dynamics 365 Field Service. This course is aligned with the MB-240 certification exam, this course focuses on the real-world responsibilities of a Field Service Functional Consultant making sure that the right technician, with the right skills and parts, arrives at the right place, at the right time. In this course, learners gain hands-on expertise in configuring field service applications, managing work orders and customer assets, and implementing resource scheduling and dispatching using Universal Resource Scheduling.
Designed for IT professionals and consultants delivering large-scale Field Service solutions, the course emphasizes collaboration with business stakeholders, administrators, and frontline teams. The course covers how to deploy and configure the Field Service mobile app, manage inventory and service agreements, and extend solutions using the Microsoft Power Platform. By the end of this course, learners will be able to:
- Configure complete Field Service solutions
- Optimize resource scheduling and dispatching
- Deploy and manage the Field Service mobile experience
- Manage inventory, assets, and service agreements effectively
- Extend Field Service using Power Platform and integrations
Who should attend MB-240: Microsoft Dynamics 365 Field Service Functional Consultant course ?
For Professionals
This course is ideal for professionals who are directly involved in configuring, managing, or supporting Dynamics 365 Field Service: Dynamics 365 Field Service Functional Consultants, Dynamics 365 / Power Platform Consultants, Field Service Application Administrators, Business Analysts, Technical Consultants / Solution Consultants, Support Leads or Service Operations Analysts.
For Businesses
Organizations should nominate employees in these roles Field Service Functional Consultants, Service Operations or Dispatch Managers, Application Owners / System Administrators, Power Platform or Dynamics Consultants, IT or Digital Transformation Team Members.
Prerequisites for the "MB-240: Microsoft Dynamics 365 Field Service Functional Consultant" Certification Course
Before attending this course,Participants should know how to configure resources, characteristics, incident types, inventory integration, service agreements, resource scheduling, work orders, inspections, service tasks, field service user roles, field service settings, the Connected Field Service (IoT) solution, and the Dynamics 365 Field Service mobile app. They must also know how to customize components of the Field Service app.
Key Features of Flexmind MB-240 Training
This training is delivered by Flexmind through flexible online and offline formats and is designed to align with the most current certification exam requirements. The key features of this training are as follows:
Course Duration
The course has a total duration of 32 hours and is completed over 4 days.
Instructor-Led Training
Delivered by a senior Microsoft Certified Trainer with real-world, enterprise-scale experience in Dynamics 365 Field Service implementations.
Microsoft Official Courseware
Delivered by Flexmind using official Microsoft courseware, this program blends study material, hands-on labs, and applied workshops with instructor-led guidance throughout.
Applied Workshop
The final-day applied workshop allows learners to practice their skills by selecting a scenario and building a complete solution, including any required automation.
Course Completion Certificate
Course completion includes certification, formally validating the skills gained and reinforcing professional credibility.
Course Outline
Module 1: Configure Microsoft Dynamics 365 Field Service
- Core Field Service configuration and planning considerations
- Users, security roles, and organizational units
- Work order types, statuses, and sub‑statuses
- Incident types and service task configuration
- Products, services, pricing, tax codes, and account preferences
- Service territories, postal codes, and geocoding
- Lab – Validate lab environment
- Lab – Configure Field Service
Module 2: Configure bookable resources
- Resource roles, skills, and proficiency models
- Creating and managing bookable resources
- Resource locations, organizational units, and territories
- Working hours, business closures, and time‑off management
- Pay types and cost tracking for resources
- Lab – Skills and characteristics
- Lab – Creating resources
Module 3: Schedule crews, facilities, and resource pooling
- Scheduling crews and multi‑resource teams
- Facilities and equipment scheduling
- Resource pools and capacity planning
- Requirement groups and fulfillment preferences
Module 4: Work order management
- Work order lifecycle and statuses
- Creating work orders from cases, agreements, and IoT alerts
- Work order details, priorities, and service preferences
- Agreements for recurring work orders and invoicing
- Lab – Incident types
- Lab – Work order management
- Lab – Agreements
Module 5: Manage incident types
- Incident types as work order templates
- Products, services, and service task types
- Characteristics, durations, and resolutions
- Applying incident types to work orders
Module 6: Create and perform inspections
- Creating inspection templates and question types
- Associating inspections with service tasks and work orders
- Performing inspections using the Field Service mobile app
- Inspection results, analytics, and reporting
- Lab – Inspections
Module 7: Customer assets
- Customer asset management and service history
- Creating and managing customer assets
- Asset hierarchies and functional locations
- IoT integration and 3D asset models
- Lab – Customer assets
Module 8: Manage scheduling options
- Field Service scheduling approaches (manual, assisted, automated)
- Schedule board and schedule assistant usage
- Resource requirements and booking lifecycle
- Drag‑and‑drop scheduling and availability search
- Scheduling directly from work orders
- Lab – Scheduling
Module 9: Configure schedule boards
- Creating and managing multiple schedule boards
- Sharing schedule boards with users and teams
- Resource filtering, sorting, and saved views
- Schedule board settings, panels, and customization options
- Lab – Configure the schedule board
Module 10: Resource Scheduling Optimization
- Resource Scheduling Optimization concepts and use cases
- Optimization goals, objectives, and constraints
- Optimization scopes for resources, requirements, and bookings
- Automated scheduling scenarios and optimization outcomes
Module 11: Get started with the Dynamics 365 Field Service Mobile application
- Deploying and accessing the Field Service mobile app
- Performing and completing work orders on mobile
- Servicing customer assets in the field
- Working with online and offline data
- Mobile inspections, time entry, and barcode scanning
- Lab – Field Service mobile app
Module 12: Customize and configure the Dynamics 365 Field Service Mobile app
- Customizing mobile app forms, views, and sitemap
- Configuring offline profiles and mobile data access
- Enabling barcode scanning in the mobile app
- Location tracking, geofencing, and push notifications
Module 13: Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service
- Launching Remote Assist from Field Service bookings
- Using Remote Assist one‑time calls for remote collaboration
- Capturing call history, media, and annotations on work orders
- Using Dynamics 365 Guides with Field Service work orders
Module 14: Manage inventory and warehouses
- Field Service inventory management components
- Warehouses and truck‑based inventory
- Product inventory levels and availability
- Inventory adjustments and transfers
- Inventory journals and tracking movements
Module15: Manage purchasing and returns
- Purchase order lifecycle and approvals
- Receiving products into warehouses or work orders
- Return merchandise authorizations (RMA)
- Product return options and inventory adjustments
- Integrating inventory with Dynamics 365 Supply Chain Management
- Lab – Inventory
Module 16: Create custom apps for Dynamics 365 Field Service
- Power Apps types: canvas, model-driven, and portal apps
- Extending Field Service using Dataverse and Power Platform
- Embedding canvas apps in Dynamics 365 Field Service
- Customer self-service portal for Field Service bookings
- Universal Resource Scheduling for custom tables
- Configuring and customizing schedule boards
Class Schedule
Instructor‑Led Training
- 32 Hours of Instructor‑Led Training
- One‑to‑one doubt‑resolution sessions
- Microsoft Official Lab Access
Learning Objectives
After completing the MB-240 course, learners will be able to:
- Configure and manage core Dynamics 365 Field Service components, including work orders, incident types, service agreements, and customer assets.
- Design and optimize resource scheduling and dispatching using Universal Resource Scheduling, schedule boards, and booking rules.
- Implement and manage the Field Service mobile app to enable frontline technicians with offline access, inspections, time entry, and service reporting.
- Control inventory, purchasing, and returns workflows to ensure accurate stock visibility and efficient parts management across warehouses and technicians.
- Extend Field Service solutions using Microsoft Power Platform, including Power Apps, Power Automate, and integrations with Remote Assist and other Dynamics 365 apps.
About MB-240 Certification Exam
To help you understand the assessment better, here are a few important details about the exam.
| Exam Name | MB-240: Microsoft Dynamics 365 Field Service Functional Consultant |
|---|---|
| Who should Apply | Administrator |
| Duration of Exam | 100 Minutes |
| Fees | Rs. 4,865 (India), $165 USD (United States) |
| Level of Difficulty | Intermediate |
| Type of Credential | Microsoft Certification |
| Languages | English, Japanese, Chinese (Simplified), German, French, Spanish, Portuguese (Brazil), Arabic (Saudi Arabia) |
| Exam Retake | Exam retake allowed after 24 hours |
| Quality Check during Assessment | The online exam is proctored |
The table below represents the weightage of each study area in the exam. Areas with higher percentages are expected to have more questions.
| Study Area | Percentage |
|---|---|
| Configure field service applications | 20-25% |
| Manage work orders and customer assets | 25-30% |
| Schedule and dispatch work orders | 15-20% |
| Manage the Field Service mobile app | 5-10% |
| Manage inventory and purchasing by using the built-in inventory management system | 5-10% |
| Implement Microsoft Power Platform | 5-10% |
