Exam MB-240: Microsoft Dynamics 365 Field Service
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Course sections
Section 1
Course Outline
Section 2
Module 1: Configure Field Service
1
In this introductory module, you will be introduced to key concepts of Dynamics 365 Field Service, including products, services, and tax codes.
Section 3
Lessons:
1
Introduction to configuring Field Service
2
Defining products and services
3
Defining tax codes
Section 4
Module 2: Resource Scheduling Configuration
1
In this module, you will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.
Section 5
Lessons:
1
Mapping and location information
2
Configuring resource components
3
Defining account preferences
Section 6
Module 3: Defining and Configuring Bookable Resources
1
In this module, you will learn how to create and manage bookable resources, including resource pools and crews.
Section 7
Lessons:
1
Defining bookable resources
2
Resource pools, crews, and facilities
Section 8
Module 4: Configure Incidents
1
In this module, you will learn how incidents can improve the scheduling efficiency and consistency of your organization.
Section 9
Lessons:
1
Creating an incident
2
Using service tasks
Section 10
Module 5: Inventory and Work Order Management
1
In this module, you will learn how to create and use work orders to schedule resources.
Section 11
Lessons:
1
Configure Field Service work orders
2
Creating work orders
3
Managing work orders
Section 12
Module 6: Field Service Agreements
1
In this module, you will be introduced to agreements, and learn how to configure them for your organization.
Section 13
Lessons:
1
Using Field Service agreements
2
Set up bookings
3
Set up invoices
Section 14
Module 7: Inventory and Purchasing
1
In this module, you will learn about management of customer assets.
Section 15
Lessons:
1
Manage customer assets
2
Manage inventory
3
Purchasing and returns
Section 16
Module 8: Field Service Mobile
1
In this module, you will learn how to use and configure the Field Service Mobile application for a mobile workforce.
Section 17
Lessons:
1
Mobile client overview
2
Install and deploy Field Service mobile projects
3
Manage mobile projects
4
Deploy the mobile client
Section 18
Module 9: Universal Resource Scheduling
1
In this module, you will be introduced to the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.
Section 19
Lessons:
1
URS overview and configuration
2
Enabling entities for URS
3
Customize entities for URS
Section 20
Module 10: Managing Scheduling Options
1
In this module, you will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.
Section 21
Lessons:
1
Using the schedule board
2
Schedule items
3
Rescheduling and substituting resources
4
Crew and pool scheduling
Section 22
Module 11: Customizing the Schedule Board
1
In this module, you will learn how to configure the schedule board to best meet the organization or scheduler’s needs.
Section 23
Lessons:
1
Configure the board
2
Create additional schedule boards
3
Use views to enhance the schedule board
4
Configuring schedule board queries and filters
5
Working with requirement groups
Section 24
Module 12: Advanced Scheduling Options
1
In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.
Section 25
Lessons:
1
Working with resource scheduling optimization
2
Defining optimization goals
3
Defining optimization scopes
4
Defining optimization profiles
5
Single resource scheduling
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