Microsoft Dynamics 365 Field Service [MB-240]


Duration: 3 Days


The MB-240 (Microsoft Dynamics 365 Field Service) certification BootCamp course from CloudThat has been curated for candidates preparing for Microsoft MB-240 exam. By taking up this BootCamp course, candidates will receive in-depth training from our certified in-house subject matter experts to successfully clear the exam. We also provide relevant study material necessary to pass the MB-240 certification exam to help candidates become a Dynamics 365 Customer Engagement Functional Consultants with Field Service expertise. 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...Read more


After completing this course, candidates will be able to:

  • Configure field service applications
  • Manage work orders
  • Schedule and dispatch work orders
  • Manage field service mobility
  • Manage inventory and purchasing
  • Implement Connected Field Service

Who Should Attend

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


  • Candidates must have knowledge of how to configure and customize components of the Field Service application, including configuring services, resources, characteristics, incidents, inventory integration, service agreements, resource scheduling, work orders, service tasks, field service user roles, field service settings, the Connected Field Service (IoT) solution, and configuration of the Field Service Mobile app.

Course Outline

Module 1: Configure Field Service
In this introductory module, you will be introduced to key concepts of Dynamics 365 Field Service, including products, services, and tax codes.

  • Introduction to configuring Field Service
  • Defining products and services
  • Defining tax codes

Module 2: Resource Scheduling Configuration
In this module, you will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.

  • Mapping and location information
  • Configuring resource components
  • Defining account preferences

Module 3: Defining and Configuring Bookable Resources
In this module, you will learn how to create and manage bookable resources, including resource pools and crews.

  • Defining bookable resources
  • Resource pools, crews, and facilities

Module 4: Configure Incidents
In this module, you will learn how incidents can improve the scheduling efficiency and consistency of your organization.

  • Creating an incident
  • Using service tasks

Module 5: Inventory and Work Order Management
In this module, you will learn how to create and use work orders to schedule resources.

  • Configure Field Service work orders
  • Creating work orders
  • Managing work orders

Module 6: Field Service Agreements
In this module, you will be introduced to agreements, and learn how to configure them for your organization.

  • Using Field Service agreements
  • Set up bookings
  • Set up invoices

Module 7: Inventory and Purchasing
In this module, you will learn about management of customer assets.

  • Manage customer assets
  • Manage inventory
  • Purchasing and returns

Module 8: Field Service Mobile
In this module, you will learn how to use and configure the Field Service Mobile application for a mobile workforce.

  • Mobile client overview
  • Install and deploy Field Service mobile projects
  • Manage mobile projects
  • Deploy the mobile client

Module 9: Universal Resource Scheduling
In this module, you will be introduced to the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.

  • URS overview and configuration
  • Enabling entities for URS
  • Customize entities for URS

Module 10: Managing Scheduling Options
In this module, you will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.

  • Using the schedule board
  • Schedule items
  • Rescheduling and substituting resources
  • Crew and pool scheduling

Module 11: Customizing the Schedule Board
In this module, you will learn how to configure the schedule board to best meet the organization or scheduler’s needs.

  • Configure the board
  • Create additional schedule boards
  • Use views to enhance the schedule board
  • Configuring schedule board queries and filters
  • Working with requirement groups

Module 12: Advanced Scheduling Options
In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.

  • Working with resource scheduling optimization
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles
  • Single resource scheduling

About the Trainer

A Microsoft Dynamics Certified Trainer.

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