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MB-240 Dynamics 365 for Field Service

This three-MOC packaged set aligned to Dynamics 365 Exam: Dynamics 365 for Field Service contains courseware that helps prepare students for Exams MB-240. Passing this exam is required to earn the Dynamics 365 for Field Service certification.

MB-240 Dynamics 365 for Field Service

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Learning Objectives

Please refer to overview

 

Course Details

Course Outline

1 - Configure Field Service
  • Introduction to field service
  • Defining products and services
  • Defining tax codes
    • 2 - Resource scheduling configuration
  • Mapping and location information
  • Configuring resource components
  • Defining account preferences
    • 3 - Defining and configuring bookable resources
  • Defining bookable resources
  • Resource pools, crews and facilities
    • 4 - Working with and configuring incidents
  • Creating incidents
  • Using service tasks
  • Defining products, services and skills
    • 5 - Field Service Work Orders
  • Configure field service work orders
  • Creating work orders
  • Managing work orders
    • 6 - Field Service Agreements
  • Using field service agreements
  • Set up bookings
  • Set up invoices
    • 7 - Inventory and Purchasing
  • Manage customer assets
  • Manage inventory
  • Purchasing and returns
    • 8 - Field Service Mobile
  • Field Service Mobile Application overview
  • Install and deploy Field Service Mobile Projects
  • Manage Mobile Projects
  • Deploy the Mobile client
    • 9 - Universal Resource Scheduling
  • URS overview and configuration
  • Enabling entities for URS
  • Entity customization and automation considerations
    • 10 - Managing scheduling options
  • Using the Schedule Board
  • Scheduling items
  • Rescheduling and substituting resources
  • Crew and resource pool scheduling
    • 11 - Customizing the Schedule Board
  • Configure the schedule board
  • Create additional schedule boards
  • Leverage Dynamics 365 views with the schedule board
  • Configure schedule board queries and filters
  • Working with requirement groups
    • 12 - Resource Scheduling Optimization
  • Resource Scheduling Optimization overview
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles

    • Actual course outline may vary depending on offering center. Contact your sales representative for more information.

    Who is it For?

    Target Audience

    Other Prerequisites

    Basic understanding of Dynamics 365 features, functionality, and navigation.

    MB-240 Dynamics 365 for Field Service

    Call | This course is SATV-Eligible
    Course Length : 3 Days (24 Hours)

    There are currently no scheduled dates for this course. Please contact us for more information.

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