MB-240T00 Dynamics 365 for Field Service

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Course Overview

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

Who Should Attend

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

Course Outline

1 - Configure Microsoft Dynamics 365 Field Service

  • Key Field Service configuration considerations
  • Define Field Service products and services
  • Work with work order types, territories, and status settings
  • Resolutions
  • Define incident and service task types
  • Summarize records with Copilot in Field Service
  • Define account preferences
  • Configure Field Service settings
  • Module assessment

2 - Work order management in Dynamics 365 Field Service

  • Overview of the Field Service work order lifecycle
  • Create and define work orders
  • Work with work order-related records
  • Create work orders with Field Service in Outlook
  • Collaborate on work orders with Microsoft Teams
  • Work with incidents
  • Scheduling considerations
  • Work with inventory and warehouses
  • Customer assets
  • Module assessment

3 - Define agreements in Dynamics 365 Field Service

  • Create agreements
  • Booking setups
  • Define a recurrence pattern
  • Define invoices
  • Activate the agreement

4 - Use service-level agreements and entitlements in Dynamics 365 Field Service

  • Price lists
  • Create an entitlement
  • Create a work order and add work order products and services
  • Entitlement conflicts
  • Service-level agreements for work orders
  • Create service-level agreements

5 - Create custom apps for Dynamics 365 Field Service

  • Create apps from Power Apps
  • Deploy the customer experiences portal
  • Customize Dynamics 365 Field Service
  • Universal Resource Scheduling
  • Set up and customize schedule boards

6 - Get started with the Dynamics 365 Field Service Mobile application

  • Deploy the mobile application
  • Work with the enhanced mobile application
  • Service customer assets
  • Work offline and update offline data
  • More mobile application capabilities

7 - Customize and configure the Dynamics 365 Field Service Mobile application

  • Edit the mobile application
  • Offline configuration
  • Barcode scanning and global search
  • Audit locations
  • Configure push notifications

8 - Configure bookable resources in Dynamics 365 Field Service

  • Overview of bookable resources
  • Setup and configuration
  • Define bookable resources
  • Work with crews, facilities, and pools
  • Configure entities for URS
  • Module assessment

9 - Manage scheduling options in Dynamics 365 for Field Service

  • Overview of scheduling capabilities
  • Overview of the schedule board
  • Schedule and reschedule
  • Reschedule and move items
  • Module assessment

10 - Customize the schedule board in Dynamics 365 Field Service

  • Work with multiple schedule boards
  • Schedule Board options
  • Design and use views with the Schedule Board
  • Configure schedule board filter queries
  • Module assessment

11 - Deploying Resource Scheduling Optimization

  • Resource Scheduling Optimization overview
  • Setup and deployment options
  • RSO configuration options
  • Define optimization goals
  • Define optimization scopes
  • Define optimization schedules

12 - Use Resource Scheduling Optimization for Dynamics 365 Field Service

  • Resource Scheduling Optimization scenarios
  • Use RSO from the schedule board
  • Work with locked bookings and resolve conflicts
  • Single resource scheduling
  • Troubleshooting tips

13 - Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service

  • Schedule multiple resources and facilities
  • Define resources
  • Work with fulfillment preferences
  • Work with requirement groups
  • Crew facility resource pool scheduling
  • Module assessment

14 - Work order management in Dynamics 365 Field Service

  • Overview of the Field Service work order lifecycle
  • Create and define work orders
  • Work with work order-related records
  • Create work orders with Field Service in Outlook
  • Collaborate on work orders with Microsoft Teams
  • Work with incidents
  • Scheduling considerations
  • Work with inventory and warehouses
  • Customer assets
  • Module assessment

15 - Define agreements in Dynamics 365 Field Service

  • Create agreements
  • Booking setups
  • Define a recurrence pattern
  • Define invoices
  • Activate the agreement

16 - Use service-level agreements and entitlements in Dynamics 365 Field Service

  • Price lists
  • Create an entitlement
  • Create a work order and add work order products and services
  • Entitlement conflicts
  • Service-level agreements for work orders
  • Create service-level agreements

17 - Incident types in Dynamics 365 Field Service

  • Define incident types
  • Create incident types
  • Use incident types

18 - Inspections in Dynamics 365 Field Service

  • Create inspections
  • Associate inspections
  • Perform inspections

19 - Customer assets in Dynamics 365 Field Service

  • Create customer assets
  • Associate customer assets
  • Set up customer asset hierarchies
  • Use functional locations

20 - Get started with making Remote Assist calls

  • Remote Assist users and roles
  • Compare different device options
  • Make Remote Assist calls
  • Make calls in the Microsoft Teams mobile app
  • Get answers to questions

21 - Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

  • Application setup and user configuration
  • Make Remote Assist calls for Field Service work orders
  • Make Remote Assist calls
  • Use Field Service bookings on a HoloLens device

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Class Dates & Times

Class times are listed Eastern time

This is a 4-day class

Price : $2,495.00

Available Class Dates

Request When Time Where How
Register 07/27/2026 9:00AM - 5:00PM Online VILT
Register 08/24/2026 9:00AM - 5:00PM Online VILT
Register 01/25/2027 9:00AM - 5:00PM Online VILT