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Dynamics 365 for Field Service (MB-240)


Course Overview

Dynamics 365 for Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This course helps students better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals

Who should attend

Basic understanding of Dynamics 365 features, functionality, and navigation.


Basic understanding of Dynamics 365 features, functionality, and navigation.

Course Objectives

After completing this course, you will be able to:

  • Identify the key components involved in Field Service Implementations.
  • Define the products and services that will be delivered to customers.
  • Determine which pricing options to use in specific scenarios.
  • Determine which resources are required.
  • Configure the system to support resource needs.
  • Define commonly reported issues and template them for easier consumption.
  • Identify the key areas involved in a work order lifecycle.
  • Generate agreements that can be used to automatically create work orders.
  • Leverage the inventory management capabilities of Dynamics 365 for Field Service.
  • Create and work Purchase Orders through their lifecycle.
  • Deploy and Configure the Field Service Mobile Application.
  • Identify the core components used to schedule items.
  • Configure the application to best leverage the scheduling features.
  • Leverage scheduling features to locate and schedule resources for work.
  • Tailor the application to best represent organizational needs.
  • Develop solutions that can be used to schedule single or multiple resources.
  • Identify the extension options available as part of Universal Resource Scheduling.

Course Content

  • Configure Field Service
  • Resource scheduling configuration
  • Defining and configuring bookable resources
  • Working with and configuring incidents
  • Field Service Work Orders
  • Field Service Agreements
  • Inventory and Purchasing
  • Field Service Mobile
  • Universal Resource Scheduling
  • Managing scheduling options
  • Customizing the Schedule Board
  • Resource Scheduling Optimization
Classroom Training

Duration 3 days

Click on town name to book Schedule
Middle East
United Arab Emirates
08/03/2020 - 10/03/2020 Dubai Course language: English
21/06/2020 - 23/06/2020 Dubai Course language: English
06/09/2020 - 08/09/2020 Dubai Course language: English
13/12/2020 - 15/12/2020 Dubai Course language: English
21/06/2020 - 23/06/2020 Doha Course language: English
13/12/2020 - 15/12/2020 Doha Course language: English
22/03/2020 - 24/03/2020 Cairo Course language: English
21/06/2020 - 23/06/2020 Cairo Course language: English
20/09/2020 - 22/09/2020 Cairo Course language: English
13/12/2020 - 15/12/2020 Cairo Course language: English
10/12/2019 - 12/12/2019 Stuttgart
20/01/2020 - 22/01/2020 Düsseldorf
10/02/2020 - 12/02/2020 Berlin
02/03/2020 - 04/03/2020 Berlin
09/03/2020 - 11/03/2020 Frankfurt
14/04/2020 - 16/04/2020 Münster
11/05/2020 - 13/05/2020 Munich
08/06/2020 - 10/06/2020 Munich
08/06/2020 - 10/06/2020 Zurich