Microtek Learning Logo

MB-240T00: Microsoft Dynamics 365 Field Service Training

4.8
(4.8)

This is a course that helps professionals deliver a better position to an organization. That implies; professionals will better position a business using Dynamics 365 field services.

  • Accredited By : Microsoft Partner Logo
  • Category : Dynamics 365

Course Price : $1595 Per Participant

Course Description

This is a course that helps professionals deliver a better position to an organization. That implies; professionals will better position a business using Dynamics 365 field services.

The course also empowers Professionals with tools to identify, schedule, and manage a business's resources. By learning this career program, professionals will determine the key components in the field service implementation.

Professionals will define the product/ services that will be offered to customers. Professionals will also determine pricing in many scenarios.

On completing this course, professionals will find job roles as functional consultants in many reputed organizations. Professional will deliver field service solutions for large-scale customers.

This training helps you prepare for the "Exam MB-240: Microsoft Dynamics 365 Field Service".

This course is based on the objectives of the course version MB-240T00-A.

Training Exclusives

  • Live instructor-led interactive sessions with Microsoft Certified Trainers (MCT).
  • Access to Microsoft Official Courseware (MOC).
  • Real-time Virtual Lab Environment.
  • Experience 24*7 Learner Support.
  • Self-paced learning and flexible schedules.
Microsoft Course Microsoft Course
500+

Courses

experience experience
20+

Years of Experience

learners learners
95K+

Global Learners

What you will learn

  • green-tick Determine which resources are required.
  • green-tick Determine which pricing options to use in specific scenarios.
  • green-tick Identify the key components involved in Field Service Implementations.
  • green-tick Define the products and services that will be delivered to customers.

Who should attend this course?

This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

Microsoft Learning PartnerMicrosoft Learning Partner

Microtek Learning is a Microsoft Certified Partner for Learning Solutions. This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).

Schedules

  • calendar Apr 24, 2024
  • time 9:00 am - 5:00 pm EST
  • location online
  • calendar May 08, 2024
  • time 9:00 am - 5:00 pm EST
  • location online
  • calendar May 22, 2024
  • time 9:00 am - 5:00 pm EST
  • location online

Can’t Find The Batch You’re Looking For?

Request a Batch

Curriculum

In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.

  • Introduction to configuring Field Service
  • Defining products and services
  • Defining tax codes
  • After completing this module you will be able to:

  • Create and manage products and services
  • Configure tax codes for your organization
  • In this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.

  • Mapping and location information
  • Configuring resource components
  • Defining account preferences
  • After completing this module you will be able to:

  • Configure resource scheduling for your organization
  • Define account preferences
  • Enable location mapping
  • In this module, we will learn how to create and manage bookable resources, including resource pools and crews.

  • Defining bookable resources
  • Resource pools, crews and facilities
  • After completing this module you will be able to:

  • Define bookable resources
  • Create pools and crews
  • Manage facility records
  • In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.

  • Creating an incident
  • Using service tasks
  • After completing this module you will be able to:

  • Create an incident for common service tasks
  • Schedule using incidents
  • In this module, we will learn how to create and use work orders to schedule resources.

  • Configure Field Service work orders
  • Creating work orders
  • Managing work orders
  • After completing this module you will be able to:

  • Configure work orders
  • Schedule resources using work orders
  • In this module, we will introduce agreements, and learn how to configure them for your organization.

  • Using Field Service agreements
  • Set up bookings
  • Set up invoices
  • After completing this module you will be able to:

  • Use an agreement to schedule work orders
  • Generate invoices for customers
  • In this module, we will learn about management of customer assets.

  • Manage customer assets
  • Manage inventory
  • Purchasing and returns
  • After completing this module you will be able to:

  • Create customer asset records
  • Manage inventory, purchasing, and returns
  • In this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.

  • Mobile client overview
  • Install and deploy Field Service mobile projects
  • Manage mobile projects
  • Deploy the mobile client
  • After completing this module you will be able to:

  • Manage mobile projects
  • Install and deploy the mobile client
  • Describe the value of the mobile app for a mobile workforce
  • In this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.

  • URS overview and configuration
  • Enabling entities for URS
  • Customize entities for URS
  • After completing this module you will be able to:

  • Describe Universal Resource Scheduling
  • Enable an entity for URS
  • In this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.

  • Using the schedule board
  • Schedule items
  • Rescheduling and substituting resources
  • Crew and pool scheduling
  • After completing this module you will be able to:

  • Configure and use the schedule board to schedule resources
  • Reschedule work orders
  • Substitute resources
  • In this module, we will learn how to configure the schedule board to best meet the organization or scheduler's needs.

  • Configure the board
  • Create additional schedule boards
  • Use views to enhance the schedule board
  • Configuring schedule board queries and filters
  • Working with requirement groups
  • After completing this module you will be able to:

  • Customize the schedule board
  • Create additional boards
  • Add views to a schedule board
  • In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.

  • Working with resource scheduling optimization
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles
  • Single resource scheduling
  • After completing this module you will be able to:

  • Define optimization for an organization
  • Schedule single resources
  • What Exam Do I Need To Get Certified?

    • Exam MB-240

    About the Certifications

    Build and demonstrate your MS Dynamics 365 expertise. Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate Certification is a role-based certification for Functional Consultants involved to configure Field Service apps, implement solutions that manage the field service lifecycle, & setup the Connected Field Service (IoT) solution.

    This is an associate-level Dynamics 365 certification validates your expertise for planning and analysis, performing discovery, managing user experience design, data, and entities.

    PL-200 (Power Platform Functional Consultant) & MB-240 (Microsoft Dynamics 365 Field Service) exams must be passed to earn the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification.

    Certification Details

    Dynamics 365 Field Service Functional Consultant

    Step 1: Review the skills and knowledge required to certify.

    Step 2: Recommended training for Microsoft Certified Dynamics 365 Field Service Functional Consultant Associate Certification:

    Step 3: Take this exam and get certified.

    • Exam PL-200
    • Exam MB-240

     

    Who Should Attend?

    • Functional Consultants with access to features and functionalities of the enterprise licensed product.
    • MS Dynamics 365 Customer Engagement functional consultants with Field Service expertise.
    • Those responsible for implementing solutions managing resources that complete the field service lifecycle.
    • The ones preparing for MB-200 & MB-240 exams, Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate, Dynamics 365 Sales Functional Consultant Associate, and Dynamics 365 Customer Service Functional Consultant Associate certifications.

     

    Skills Measured

    • Configure field service applications
    • Manage work orders
    • Schedule and dispatch work orders
    • Manage the Field Service (Dynamics 365) mobile app
    • Manage inventory and purchasing
    • Implement assets and connected devices
    • Configure Microsoft Dataverse
    • Create apps by using Microsoft Power Apps
    • Create and manage Microsoft Power Automate
    • Implement Microsoft Power Virtual Agents chatbots
    • Integrate Microsoft Power Apps with other apps and services
    • Manage solutions

     

    Certification Latest Updates

    Microsoft Recertification Update:

    1. Previously, Microsoft role-based and specialty certifications were valid for two years.
    2. Starting June 2021, certifications are valid for one year, but they can be renewed online for free at Microsoft Learn.
    3. The renewal window begins six months before the cert expires. During this window, before the cert expires, you can take a free online assessment and get the cert extended by one additional year from the current expiration date.
    4. Want the best of both worlds, old and new? Certifications earned before June 2021 will be valid for two years and eligible for the new renewal process.

    FAQs

    Yes, this training prepare your for the "Microsoft: Certified: Dynamics 365 Field Service Functional Consultant Associate" certification.

    Course Details

    • cert cert-green
      Certification: YES
    • skill skill-green
      Skill Level: Intermediate
    • enroll enroll-green
      Enrolled: 1443
    • duration duration green
      Duration: 3 Days

    Talk to Learning Advisor