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• MB-240: Course Overview

  Learn how to effectively configure a Dynamics 365 for Field Service implementation to maximise the tools and features available to efficiently manage a mobile work force.

  As a candidate for this certification, you’re a Microsoft Dynamics 365 Field Service functional consultant. You’re responsible for implementing solutions that:

  • Schedule resources to meet customer requirements.
  • Optimise resources by matching skills, locations, and availability.
  • Equip frontline workers with the information and tools to deliver great service.
  • Build a service history of customer assets.

• MB-240: Course Modules

  Module 1: Manage work orders in Dynamics 365 Field Service

  Module 2: Universal Resource Scheduling in Microsoft Dynamics 365 Field Service

  Module 3: Implement Microsoft Dynamics 365 Field Service

  Module 4: Solve problems in real time with Dynamics 365 Remote Assist

  Module 5: Explore the fundamentals of Microsoft Dynamics 365 Field Service

• MB-240: Course Objectives

  By the end of the course, you should be able to:

  • Configure the default administration areas of the Field Service application.
  • Configure resources and scheduling.
  • Configure service agreements and booking setups.
  • Manage work orders, incident types, and bookings.
  • Manage customer assets.
  • Install and configuring the Field Service mobile app.
  • Enhance Field Service based on customer requirements.

• MB-240: Prerequisites

  As a candidate, you should have a basic understanding of field service principles and the role the Field Service app plays in relationship to the Dynamics 365 suite of applications, including integration of:

  • Microsoft Power Platform
  • Dynamics 365 Customer Service
  • Microsoft 365 apps
  • Dynamics 365 Remote Assist
  • Dynamics 365 Guides.

  You should understand:

  • Industry terminology
  • Field service processes
  • Work order lifecycle
  • Uses for Copilot in Field Service
  • Best practices.

  Audience Profile

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