• Tricia Palanca

MB-240 | Microsoft Dynamics 365 Field Service

Audience Profile

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


This course is designed for persons who are aspiring to the Microsoft 365 Enterprise Admin role and have completed one of the Microsoft 365 workload administrator certification paths.

Course Outline

Module 1: Configure Field Service


• Introduction to configuring Field Service

• Defining products and services

• Defining tax codes

Module 2: Resource Scheduling Configuration


• Mapping and location information

• Configuring resource components

• Defining account preferences

Module 3: Defining and Configuring Bookable Resources


• Defining bookable resources

• Resource pools, crews and facilities

Module 4: Configure Incidents


• Creating an incident

• Using service tasks

Module 5: Inventory and Work Order Management


• Configure Field Service work orders

• Creating work orders

• Managing work orders

Module 6: Field Service Agreements


• Using Field Service agreements

• Set up bookings

• Set up invoices

Module 7: Inventory and Purchasing


• Manage customer assets

• Manage inventory

• Purchasing and returns

Module 8: Field Service Mobile


• Mobile client overview

• Install and deploy Field Service mobile projects

• Manage mobile projects

• Deploy the mobile client

Module 9: Universal Resource Scheduling


• URS overview and configuration

• Enabling entities for URS

• Customize entities for URS

Module 10: Managing Scheduling Options


• Using the schedule board

• Schedule items

• Rescheduling and substituting resources

• Crew and pool scheduling

Module 11: Customizing the Schedule Board


• 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


• Working with resource scheduling optimization

• Defining optimization goals

• Defining optimization scopes

• Defining optimization profiles

• Single resource scheduling

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