MB-240T00 Dynamics 365 for Field Service

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

< Back to Course Search

Class Dates & Times

Class times are listed Eastern time

This is a 4-day class

Register for Class

Register	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

The classes listed are available to all United Training customers and does not reflect, in any way,
the availability or support of technology within the University of Maine System.