Microsoft Certified: Microsoft Dynamics 365 Field Service Functional Consultant Associate (MB-240)
Demonstrate how to configure a Microsoft Dynamics 365 for Field Service implementation to maximise tools and features available while managing a mobile workforce.
Study with us and prepare to pass the MB-240 exam and become Microsoft Certified: Microsoft Dynamics 365 Field Service Functional Consultant Associate
Training Overview
As a candidate for this certification, you are responsible for implementing solutions that:
Schedule resources to match what customers actually need
Make the best use of resources by considering skills, location, and availability.
Give frontline workers the right information and tools so they can deliver good service.
Keep a clear record of service history for customer assets.
You’re responsible for:
Setting up the main administration areas in the Field Service app
Configuring resources and scheduling
Setting up service agreements and booking rules
Managing work orders, incident types, and bookings
Handling customer assets
Installing and configuring the Field Service mobile app
Course Agenda
Day 1: Core Configuration & Bookable Resources
Setting up the foundation of Field Service
Key field service configuration considerations
Users and security roles
Work order types, statuses, sub statuses
Incident types, service task types, products, services, pricing options
Service territories and account preferences
Resource roles, characteristics, proficiency models
Configure resources (start/end locations, working hours, time off, pay types)
Schedule crews, facilities, pools, resource requirement groups, and fulfilment preferences
Day 2: Work Order Management & Inspections
Creating and managing work orders end-to-end
Work order lifecycle and creating work orders
Related records and agreements
Manage incident types (work order types, products/services, service tasks)
Creating and using incident types
Purpose of inspections: create inspections.
Associate inspections with work orders and customer assets
Perform inspections using the Field Service mobile app.