Duration : 4 Days
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Microsoft Dynamics 365: Field Service (MB-240T00) Certification Training
The instructor-led, 4-days (32-hours) Microsoft Dynamics 365: Field Service (MB-240T00) Certification Training aims to enhance your field service management capabilities.
This intermediate-level training will help you understand how to configure applications, manage work orders, and
Microsoft Dynamics 365: Field Service (MB-240T00) Certification Traini
Benefit from 24/7 learner assistance and post-training guidance.
Understand scheduling, work order management, and resource optimisation for immediate workplace implementation.
Leverage 140+ cloud labs to practice and master Dynamics 365 tools.
Course Overview
The Microsoft Dynamics 365: MB-240T00 Field Service Certification Training is a 4-day, 32-hour course that will provide participants with deep understanding of the key features and practical use of Dynamics 365 Field Service applications. This course is centred on configuration of basic features such as work orders, scheduling, inventory and customer assets, making it easier to enhance field service processes.
Users will be able to identify and control work order life cycle, configure resources that are bookable, and work with scheduling such as crews, facilities and resources pools. The training goes deeper into the features such as Resource Scheduling Optimisation and Connected Field Service to help in the integration of IoT alerts into the service.
It also focuses on the concept of personalisation with the help of tools available in the Microsoft Power Platform tools, including Power Apps and Customer Voice to develop unique solutions for better user experience. Practical lab sessions help the participants to understand how to deploy and manage the Dynamics 365 Field Service mobile applications for efficient on-site service delivery.
This programme is perfect for anyone who wants to learn more about how to more effectively manage resources, minimise downtime, and increase customer satisfaction through effective field service management.
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Course Objectives
By the end of this course, participants will be able to:
- Identify the components and settings in the Dynamics 365 Field Service solution.
- Analyse the requirements of an organisation in order to effectively schedule resources and manage workload.
- Configure work orders, service territories, and products and services to improve service delivery.
- Develop scheduling by means of resource pools, crews and facility management.
- Utilise Dynamics 365 Field Service mobile app to ensure efficient on-site working.
- Implement inventories and purchase systems for service preparedness.
- Customise Field Service tools with Microsoft Power Platform to provide unique solutions to business problems.
- Evaluate customer satisfaction rating by using Dynamics 365 Customer Voice to enhance the service plans.
Audience
This course targets:
- IT Professionals
- Functional Consultants
- System Administrators
- Field Service Managers
- Solution Architects
- Technical Support Specialists
- Dynamics 365 Implementers
- Business Analysts
Eligibility Criteria
There are no mandatory requirements to join this course. However, it is suggested to have:
- Basic knowledge of Microsoft Dynamics 365 platform (optional but beneficial).
- Familiarity with general IT and field service processes (helpful).
- Willingness to learn and implement Dynamics 365 Field Service solutions.
- Please contact us to learn more about the eligibility conditions for this training.
Course Outline
Module 1: Configure Microsoft Dynamics 365 Field Service
- Identify key service configuration considerations
- Users and security roles
- Define work order types, statuses, and sub statuses
- Define incident and service task types
- Define Field Service products, services, and pricing options
- Define service territories
- Configure Field Service account preferences
- Labs: Configure Field Service settings
Module 2: Configure bookable resources in Dynamics 365 Field Service
- Identify the different types of resources available
- Define supporting resource components such as characteristics, roles, and organisational units
- Setup an individual bookable resource
- Geocode resources, starting and ending locations, and viewing on the map
- Define pools, crews, and facilities
- Labs: Set up and configure bookable resources
Module 3: Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service
- Define and use resource pools in scheduling scenarios
- Use the facility scheduling feature to book specific facilities for work
- Define and schedule crews using the schedule board
- Labs: Schedule multiple resources
Module 4: Work order management, agreements, inventory, and purchasing in Dynamics 365 Field Service
- Identify the work order lifecycle
- Identify the different options available for creating work orders
- Use related records such as service accounts, incidents, products and services, and other items with work orders
- Leverage entitlements
- Create and manage agreements
- Create and manage service level agreements (SLAs) for work orders
- Define and manage inventory and warehouses
- Labs: Create work orders
Module 5: Incident types in Dynamics 365 Field Service
- Learn about the purpose of incident types in Dynamics 365 Field Service
- Learn how to create incident types
- Create service tasks and use them in an incident type
- Add products and services to an incident type
- Define the duration of an incident type
- Use incident types on work orders
Module 6: Inspections in Dynamics 365 Field Service
- Learn about the purpose of inspections in Dynamics 365 Field Service
- Learn how to create inspections
- Associate inspections with work orders and customer assets
- Perform inspections by using the Field Service mobile app
Module 7: Manage scheduling options in Dynamics 365 for Field Service
- Identify scenarios where the different field service scheduling options could be used
- Navigate, filter, and modify basic schedule board settings
- Manually schedule and reschedule items on the schedule board
- Use the resource availability search (schedule assistant) to schedule items on the schedule board
- Labs: Schedule items
Module 8: Customise the schedule board in Dynamics 365 Field Service
- Define each pane in the schedule board
- Edit schedule board views and tooltips
- Edit map pane
- Schedule board alerts
- Extend the schedule board with JavaScript and HTML
- Labs: Customize the Schedule Board
Module 9: Deploying Resource Scheduling Optimization
- Set up and deploy Resource Scheduling Optimization
- Learn about the configuration options and define optimization goals, scopes, and schedules
Module 10: Get started with the Dynamics 365 Field Service Mobile application
- Learn how to deploy and use the mobile application
- Learn about Service assets
- Use online and offline data
Module 11: Customize and configure the Dynamics 365 Field Service Mobile application
- Customize and edit the mobile application
- Configure offline data and barcodes
- Enable location tracking and push notifications
Module 12: Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service
- Launch Remote Assist mobile from a booking
- Review relevant work order information
- Post call information
Module 13: Customer assets in Dynamics 365 Field Service
- Discover the purpose of customer assets in Field Service
- Learn how to create customer assets
- Learn how to associate customer assets with work orders
- Learn how to configure customer asset hierarchies
- Learn how to use functional locations
Module 14: Set up Field Service to create work orders from IoT data
- Learn about the installation and setup of Connected Field Service
- Read device data
- Set device alerts
- Learn about using the mobile app
Module 15: Create custom apps for Dynamics 365 Field Service
- Learn how to use Microsoft Power Platform to customize Dynamics 365 Field Service
- Learn how to create Microsoft Power Apps applications for Dynamics 365 Field Service
- Learn how to deploy the customer experiences homepages portal for Field Service
- Discover how to customize Field Service
- Learn how to set up and customize schedule boards
- Learn how to enable a custom table for scheduling
Module 16: Gather customer feedback with Dynamics 365 Customer Voice
- Learn how to improve relationships with your customers by reviewing feedback data
- Learn how to use templates in Customer Voice to create projects, surveys, and emails
- Discover how to collect feedback by using Microsoft Power Automate, Omnichannel for Customer Service, and Customer Service Insights
- Find out how to use Customer Voice to understand your client's needs and requirements
- Labs: Customise email templates with survey variables
About the Examination
- Duration: 100 minutes to complete the exam.
- Format: Proctored, closed book, with possible interactive components.
Retake Policy:
- Retake is allowed 24 hours after the first attempt.
- Time intervals for subsequent retakes may vary.
Accommodations: Available for candidates who require additional support.
Languages Available:
- English, Japanese, German, French, Spanish, Portuguese (Brazil), Italian, and Chinese (Simplified).
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Please contact us for more details about the examination.
Choose Your Preferred Mode
Online Training
- Learn from certified experts in real-time through live, interactive sessions.
- Continuous assistance to ensure smooth learning throughout the course.
- Engage in quizzes, discussions, and group activities for enhanced understanding.
- Review recorded sessions and course materials even after the course concludes.
Corporate Training
- Detailed progress reports to track employee learning outcomes and areas of improvement.
- Customised training solutions designed specifically for organizational needs
- Available as in-house training or virtual sessions, depending on the company’s preference.
- Dedicated learner assistance for continuous support and troubleshooting.
FAQ’s
Why should I choose Vinsys for the Microsoft Dynamics 365: Field Service (MB-240T00) course?
Vinsys provides expert-led training with certified instructors, hands-on labs, and flexible learning options. Our globally recognised certification and 24/7 support ensure a seamless experience, with tailored corporate solutions for maximum ROI.
What is the duration of the Microsoft Dynamics 365: Field Service (MB-240T00) course?
The course lasts 4 days (32 hours), with comprehensive instructor-led sessions and practical labs to reinforce the concepts.
Do I need any prior experience with Microsoft Dynamics 365?
No strict prerequisites are required, but a basic understanding of Microsoft Dynamics 365 will help you get the most out of the course.
Will I receive certification after completing the course?
Yes, upon completing the training, you will be prepared for the MB-240 exam, leading to the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification.
How can I take the exam after completing the course?
The exam is available online and can be scheduled after you complete the course. It is a proctored exam with a duration of 100 minutes.
Can I retake the exam if I fail?
Yes, you can retake the exam 24 hours after the first attempt. For further retakes, there are specific time intervals.
What is the format of the Microsoft Dynamics 365: Field Service exam?
The exam is proctored and consists of multiple-choice questions and possibly interactive components to test your practical knowledge and skills.
Is the course available in different languages?
Yes, the Microsoft Dynamics 365: Field Service (MB-240T00) course and exam are available in several languages, including English, Japanese, German, French, Spanish, Portuguese (Brazil), Italian, and Chinese (Simplified).
Why Vinsys
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Authorized Courseware
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Reviews
The Microsoft Dynamics 365 by Vinsys was very helpful in enhancing the work order and resource management capability of our team. There were practical demonstrations and trainers which made the application of the solutions achieved in the class more effective.
Rohan MiglaniFunctional Consultant
I had a great learning experience with Vinsys for Dynamics 365 Field Service. All the important areas such as scheduling and mobile application management were well captured with practical lab sessions that made it easy to understand complex issues.
Jagannath JenaSystem Administrator
I benefited from the Microsoft Dynamics 365 Field Service training a lot. The trainers were good and the content of the course was well explained and comprehensive especially on the aspect of resource management and work order life cycle. Highly recommend!
Sanjay Kumar SinhaField Service Manager
This MB-240T00 course from Vinsys is an all-in-one package! It provided detailed information concerning field service solutions and I was able to improve on my skills in scheduling, work orders and mobile working. A valuable experience.
Satabdi MandalSolution Architect
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