• 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

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.