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 work force.
Study the core features and capabilities of Dynamics 365 Field Service to help you prepare for the MB-240 exam and obtain the official certification.
9 Feb 2026
13 Feb 2026
2:30 pm
7:30 pm
Live on MS Teams
£1,240.00
Certification Details
As a candidate for this certification, you’re a Microsoft Dynamics 365 Field Service functional consultant.
You’re responsible for implementing solutions that:
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Schedule resources to meet customer requirements.
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Optimize resources by matching skills, locations, and availability.
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Equip frontline workers with the information and tools to deliver great service.
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Build a service history of customer assets.
You’re responsible for:
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Configuring the default administration areas of the Field Service application.
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Configuring resources and scheduling.
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Configuring service agreements and booking setups.
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Managing work orders, incident types, and bookings.
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Managing customer assets.
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Installing and configuring the Field Service mobile app.
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Enhancing Field Service based on customer requirements.
As a candidate, you should have a basic understanding of field service principles and the role the Field Service app plays in relation to the Dynamics 365 suite of applications, including integration of:
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Microsoft Power Platform
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Dynamics 365 Customer Service
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Microsoft 365 apps
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Dynamics 365 Remote Assist
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Dynamics 365 Guides
You should understand:
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Industry terminology
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Field service processes
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Work order lifecycle
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Uses for Copilot in Field Service
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Best practices
Why Study with Us
Live Classes on MS Teams
Learn with a senior Consultant and Microsoft Certified Trainer
Shorter Sessions of Max 5 hours
Short, hyper-focused lessons for training that does not feel like a burden
Access to Official Microsoft Labs
Retain access to the Microsoft labs for 90 days
Exam Vouchers Included
Exam vouchers are included in all our instructor-led courses
Maximum Four Attendeed per Class
For a better learning experience
Pre-Exam Revision with Your Tutor
1-hour session before the exam to maximise Your success rate
Course Agenda
Day 1: Introduction and Configuration Basics
Configure Microsoft Dynamics 365 Field Service
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Users and security roles
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Work order types, statuses, and sub statuses
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Incident types and service task types
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Products, services, and pricing options
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Service territories and account preferences
Configure Bookable Resources
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Resource roles
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Characteristics and proficiency models
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Configure resources
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Start and end locations
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Working hours and time off
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Pay types
Day 2: Resource Management and Work Orders
Schedule Crews, Facilities, and Resource Pooling
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Crews
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Facilities
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Pools Resource Requirement Groups
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Fulfilment preferences
Work Order Management
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Work order lifecycle
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Creating work orders
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Related records
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Agreements
Manage Incident Types
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• Work order types
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Products and services
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Service task types
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Creating incident types
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Using incident types
Day 3: Inspections, Scheduling, and Dispatch
Create and Perform Inspections
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Purpose of inspections
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Create inspections
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Associate inspections with work orders and customer assets
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Perform inspections by using the Field Service mobile app
Manage Scheduling Options
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Identify Field Service scheduling options
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Navigate, filter, and modify basic schedule board settings
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Schedule items on the schedule board
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Use the schedule assistant to schedule items on the schedule board
Configure Schedule Board
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Create and use multiple schedule boards
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Share schedule boards
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Save resource filter
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Other configuration and customization options
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Resource Scheduling Optimization
Day 4: Mobile App, Inventory, and Purchasing
Get Started with the Field Service Mobile Application
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Deploy app
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Perform work orders
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Service assets
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Online/offline data
Customize and Configure the Field Service Mobile Application
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Customize the mobile app forms, views, and sitemap
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Configure offline data
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Configure barcode features
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Enable location tracking, geofencing, and push notifications
Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service
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Launch Remote Assist mobile from a booking
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Configure a Dynamics 365 Remote Assist one-time call
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Use Dynamics 365 Guides with Work orders
Manage Inventory and Warehouses
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Components in Field Service inventory management
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Warehouses
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Inventory adjustments
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Inventory transfers
Manage Purchasing and Returns
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Purchase Order lifecycle
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Receiving products
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Product return options
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Processing returns
Day 5: Assets, Connected Devices, and Power Platform
Customer Assets
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Asset management capabilities of Field Service
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Create customer assets
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Associate assets with work orders
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Customer asset hierarchies
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Functional locations
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3D asset models
Connected Field Service
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Use cases for Connected Field Service
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Azure IoT components
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Options for deploying Connected Field Service
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Manage IoT devices
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Device data
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IoT Alerts
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Create Custom Apps for Dynamics 365 Field Service
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Universal Resource Scheduling
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Customize Schedule Boards