MB-240: Microsoft Dynamics 365 Field Service Course Overview:

The Microsoft Dynamics 365 Field Service certification training from CloudThat teaches candidates how to implement field service processes to configure the Field Service application, deploy the Connected Field Service (IoT) solution and the mobile app in conjunction with the core customer service application. Candidates for exam MB-240 are Dynamics 365 Field Service functional consultants responsible for managing the field service life cycle.

By taking up this Microsoft MB-240 course, candidates will receive in-depth training from our certified in-house subject matter experts to successfully clear the exam. We also provide relevant study material necessary to pass the MB-240 certification exam to help candidates become Dynamics 365 Customer Engagement Functional Consultants with Field Service expertise.

After completing MB-240: Microsoft Dynamics 365 Field Service Training, students will be able to

  • Configure field service applications
  • Manage work orders
  • Schedule and dispatch work orders
  • Manage field service mobility
  • Manage inventory and purchasing
  • Implement Connected Field Service

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MB-240 Key Features:

  • Our Dynamics 365 Field Service Training modules have 50% -60% hands-on lab sessions to encourage Thinking-Based Learning (TBL).
  • Interactive-rich virtual and face-to-face classroom teaching to inculcate Problem-Based Learning (PBL).
  • Microsoft certified instructor-led training and mentoring sessions to develop Competency-Based Learning (CBL).
  • Well-structured use-cases to simulate challenges encountered in a Real-World environment.
  • Integrated teaching assistance and support through experts designed Learning Management System (LMS) and ExamReady platform.
  • Being a Microsoft Learning Partner provides us with the edge over competition.

Who should attend this MB-240 Certification Course?

  • IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

Prerequisites for this training:

Candidates must have knowledge of how to configure and customize components of the Field Service application, including configuring services, resources, characteristics, incidents, inventory integration, service agreements, resource scheduling, work orders, service tasks, field service user roles, field service settings, the Connected Field Service (IoT) solution, and configuration of the Field Service Mobile app.

MB-240 Training Course Outline Download Course Outline

In this introductory module, you will be introduced to key concepts of Dynamics 365 Field Service, including products, services, and tax codes. Lessons:


  • Introduction to configuring Field Service
  • Defining products and services
  • Defining tax codes

In this module, you 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

In this module, you will learn how to create and manage bookable resources, including resource pools and crews.


  • Defining bookable resources
  • Resource pools, crews, and facilities

In this module, you will learn how incidents can improve the scheduling efficiency and consistency of your organization.


  • Creating an incident
  • Using service tasks

In this module, you will learn how to create and use work orders to schedule resources.


  • Configure Field Service work orders
  • Creating work orders
  • Managing work orders

In this module, you will be introduced to agreements, and learn how to configure them for your organization.


  • Using Field Service agreements
  • Set up bookings
  • Set up invoices

In this module, you will learn about management of customer assets.


  • Manage customer assets
  • Manage inventory
  • Purchasing and returns

In this module, you 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

In this module, you will be introduced to 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

In this module, you 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

In this module, you 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

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


    • By earning Microsoft MB-240 certification, you can be established as competent Microsoft certified professional.
    • Demonstrate essential digital skills at workspace.
    • On successful completion of Microsoft Field Service Management course, aspirants receive a Course Completion Certificate from us.
    • By successfully clearing the MB-240 exam, aspirants earn Microsoft Certification.

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Course ID: 13439

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$1199 + 0% TAX
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