MB-240T00: Microsoft Dynamics 365 Field Service

Duration: 4 Days (32 Hours)

MB 240 : Microsoft Dynamics 365 Field Service Course Overview:

In the MB 240 Microsoft Dynamics 365 Field Service course, participants will gain comprehensive knowledge on configuring and optimizing a Dynamics 365 for Field Service implementation. This course focuses on equipping individuals with the skills to effectively manage a mobile workforce and leverage the tools and features available in Dynamics 365 for Field Service.

Audience Profile

This course, MB 240 Microsoft Dynamics 365 Field Service, is specifically designed for IT professionals who have experience or a keen interest in delivering Field Service solutions for large-scale customers. It caters to individuals who are involved in implementing and managing Field Service operations, such as system administrators, solution architects, and consultants.
By participating in this course, IT professionals will gain a deep understanding of the intricacies and best practices of deploying Field Service solutions at an enterprise level. They will learn how to effectively configure and customize Dynamics 365 for Field Service to meet the unique requirements and challenges of large-scale customer deployments.
Throughout the course, participants will acquire essential skills in resource management, work order management, scheduling and dispatching, and service agreements within the context of Field Service operations. They will also learn how to leverage the Field Service mobile app and optimize it to support the needs of their organization.
With the knowledge gained from this course, IT professionals will be well-equipped to deliver efficient and effective Field Service solutions for large-scale customers, contributing to improved operational efficiency, customer satisfaction, and business success.

Job role: Functional Consultant

Benefits of taking MB 240 : Microsoft Dynamics 365 Field Service Training

Here are some of the benefits of taking MB-240: Microsoft Dynamics 365 Field Service Training:

Enhanced Career Prospects

  • Expand your career options: Gaining the MB-240 certification opens doors to a wider range of employment opportunities in field service, field engineering, and service management domains.
  • Increase your earning potential: Certified professionals with MB-240 credentials often command higher salaries compared to their non-certified counterparts.
  • Stand out in the job market: Differentiate yourself from competitors by demonstrating your expertise in Microsoft Dynamics 365 Field Service and its application in real-world field service scenarios.

Enhanced Professional Competence

  • Develop practical skills: Acquire hands-on proficiency in configuring, customizing, and managing Microsoft Dynamics 365 Field Service to optimize field service operations.
  • Gain in-depth knowledge: Expand your understanding of work order management, scheduling, dispatching, mobile app usage, inventory management, asset tracking, customer portals, and analytics capabilities within Microsoft Dynamics 365 Field Service.
  • Become a field service expert: Equip yourself with the expertise to design, implement, and manage field service solutions that enhance operational efficiency and customer satisfaction.

Enhanced Business Value

  • Improve field service efficiency: Contribute to improved field service productivity, revenue generation, and customer satisfaction by implementing and optimizing Microsoft Dynamics 365 Field Service.
  • Streamline field service processes: Automate repetitive field service tasks, eliminate manual workarounds, and streamline field service processes to enhance efficiency and reduce costs.
  • Gain insights into field service performance: Leverage data analytics and reporting tools in Microsoft Dynamics 365 Field Service to gain deeper insights into field service performance and identify areas for improvement.
  • Make informed field service decisions: Utilize data-driven insights to make informed decisions about field service strategies, resource allocation, and process improvement.
  • Enhance customer engagement: Foster stronger customer relationships by providing personalized field service experiences and proactive support through Microsoft Dynamics 365 Field Service.

Overall, taking MB-240: Microsoft Dynamics 365 Field Service Training can significantly enhance your career prospects, professional competence, and the value you bring to your organization’s field service operations.

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
  • Identify the different types of resources available
  • Define supporting resource components such as characteristics, roles, and organizational units
  • Set up an individual bookable resource
  • Geocode resources, starting and ending locations, and viewing in the map
  • Define pools, crews, and facilities
  • 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
  • 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
  • Apply entitlements
  • Create and manage agreements
  • Create and manage service level agreements (SLAs) for work orders
  • Define and manage inventory and warehouses
  • 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.
  • 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.
  • 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
  • Define each pane in schedule board
  • Edit schedule board views and tooltips
  • Edit map pane
  • Schedule board alerts
  • Extend schedule board with JavaScript and HTML
  • Set up and deploy Resource Scheduling Optimization.
  • Learn about the configuration options and define optimization goals, scopes, and schedules.
  • Learn how to deploy and use the mobile application.
  • Learn about Service assets.
  • Use online and offline data.
  • Customize and edit the mobile application.
  • Configure offline data and barcodes.
  • Enable location tracking and push notifications.
  • Launch Remote Assist mobile from a booking.
  • Review relevant work order information.
  • Post call information.
  • 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.
  • Learn about the installation and setup of Connected Field Service.
  • Read device data.
  • Set device alerts.
  • Learn about using the mobile app.
  • 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.
  • 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 clients’ needs and requirements

MB 240 : Microsoft Dynamics 365 Field Service Course Prerequisites:

Basic knowledge of Dynamics 365 Sales, Dynamics 365 Customer Service, Omnichannel for Customer Service, Customer Service Insights, and Microsoft Power Platform

Q: What is MB-240T00: Microsoft Dynamics 365 Field Service?

A: MB 240 is a training program offered by Microsoft that focuses on providing individuals with the knowledge and skills required to effectively use Microsoft Dynamics 365 Field Service. This training covers various aspects of field service management and equips participants with the tools to deliver efficient and proactive field service using Dynamics 365 Field Service.

A: The MB 240 training program is designed for field service professionals, service managers, and individuals interested in learning how to leverage Microsoft Dynamics 365 Field Service to optimize their field service operations. Whether you are new to Dynamics 365 Field Service or have some experience, this training will help you gain a deeper understanding of the field service capabilities of the platform.

A: The training covers a range of topics, including:

  • Introduction to Dynamics 365 Field Service
  • Work order management
  • Resource scheduling and optimization
  • Service agreements and contracts
  • Inventory management
  • Field service analytics and reporting

A: There are no specific prerequisites to attend the MB 240 training. However, having a basic understanding of field service management concepts and experience in service delivery or CRM systems can be beneficial.

A: By completing this training program, you will:

  • Gain a comprehensive understanding of Microsoft Dynamics 365 Field Service and its capabilities.
  • Learn how to effectively manage work orders and streamline field service operations using Dynamics 365 Field Service.
  • Enhance your resource scheduling and optimization skills to maximize service efficiency.
  • Acquire knowledge of service agreements and contracts to provide consistent and reliable field service.
  • Understand how to manage inventory effectively for field service operations.
  • Learn how to leverage field service analytics and reporting for data-driven decision making.

A: The MB 240 training can be delivered through various methods, including in-person instructor-led training, virtual instructor-led training.

A: Yes, after completing the MB 240 training, you have the option to take the Microsoft certification exam MB 240: Microsoft Dynamics 365 Field Service. This exam validates your knowledge and skills in using Dynamics 365 Field Service for field service management. However, passing the exam is not mandatory to complete the training program.

A: Yes, upon passing the MB 240 certification exam, you will earn the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification. This certification demonstrates your expertise in Dynamics 365 Field Service and validates your ability to deliver efficient and proactive field service.

A: The duration of the training program can vary depending on the delivery method and the depth of coverage. In-person or virtual instructor-led training programs may span several days, covering the comprehensive content. Self-paced online modules offer flexibility, allowing learners to progress at their own pace.

A: To enroll in the MB240 training program, click Enroll Now button will provide you with information on available training options, schedules, and enrollment procedures.

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This course comes with following benefits:

  • Practice Labs.
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  • Access to the recordings of your class sessions for 90 days.
  • Digital courseware
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