Overview
Discover Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate.
Dynamics 365 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 MB-240T00: Microsoft Dynamics 365 Field Service 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 Microsoft official 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.
Skills Covered
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.
Who Should Attend
This Dynamics 365 Field Service course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers and repares students for the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification exam.
The MB-240 exam measures your ability to accomplish the following technical tasks: configure field service applications; manage work orders; schedule and dispatch work orders; manage field service mobility; manage inventory and purchasing; and implement Connected Field Service.
Course Curriculum
Prerequisites
Basic understanding of Dynamics 365 features, functionality, and navigation.
The prerequisites above can be achieved by completing the following courses:
Download Course Syllabus
Course Modules
One of the main advantages to Dynamics 365 Field Service is the ability to configure it based on your organization needs. Configuration options might include Identifying key configuration considerations, defining products and services, and other related factors and the defining the necessary Work Order Types, substatuses, service territories, and account configuration that will support the desired Functionality.
Learning objectives
In this module, you will:
- Identify key service configuration considerations
- Users and security roles
- Define work order types, statuses and sub statuses
- Define incident and service task types
- Define Field Service products, services, and pricing options
- Define service territories
- Configure Field Service account preferences
Prerequisites
Target Audience should have a basic understanding of how to navigate the Dynamics 365 application. A basic overview understanding of what the Field Service application is and used for is also helpful.
his module will focus on how bookable resources are used in universal resource scheduling. Configuring resources, working with bookable resources, setup of supporting components such as characteristics and roles, and working with facilities, crews, and resource pools is also covered.
Learning objectives
In this module, you will:
- Identify the different types of resources available
- Define supporting resource components such as characteristics, roles, and organizational units
- Setup an individual bookable resource
- Geocode resources, starting and ending locations, and viewing in the map
- Define pools, crews, and facilities
Prerequisites
Basic understanding of how to navigate the Dynamics 365 application, as well as a working knowledge of the core records available. Familiarity with basic field service capabilities is also helpful.
Handle more advanced scheduling options that might involve multiple resources, or specific facilities. Use resource pooling to provide place holders for scheduling groups of resources. Schedule crews to work on specific items. Schedule specific facilities that might be used to help deliver a specific service.
Learning objectives
In this module, you will:
- Define and use resource pools in scheduling scenarios
- Use the facility scheduling feature to book specific facilities for work
- Define and schedule crews using the schedule board
Prerequisites
Basic understanding of how to navigate the Dynamics 365 application, as well as a working knowledge of the core records available. Familiarity with defining resources and the basic scheduling capabilities available in universal resource scheduling is recommended.
Module 4: Work order management, agreements, inventory, and purchasing in Dynamics 365 Field Service
Leverage agreements to assist in creating Work Orders on a predefined schedule such as in preventative maintenance scenarios. Additionally, by leveraging inventory, they can more effectively manage inventory levels at warehouses and ensure that technicians have what they need to deliver services to their customer while in the field. Dynamics 365 has several foundational elements that can be configured to better tailor a Field Service implementation to meet the desired needs of an organization.
Learning objectives
In this module, you will:
- Identify the work order lifecycle
- Identify the different options available for creating work orders
- Use related records such as service accounts, incidents, products and services, and other items with work orders
- Leverage entitlements
- Create and manage agreements
- Create and manage service level agreements (SLAs) for work orders
- Define and manage inventory and warehouses
Prerequisites
Basic understanding of how to navigate the Dynamics 365 application. An understanding of the Field Service application is helpful.
Define and create incident types to use as templates when you are creating work orders in Dynamics 365 Field Service.
Learning objectives
In this module, you will:
- Learn about the purpose of incident types in Dynamics 365 Field Service.
- Learn how to create incident types.
- Create service tasks and use them in an incident type.
- Add products and services to an incident type.
- Define the duration of an incident type.
- Use incident types on work orders.
Prerequisites
Basic knowledge of the Dynamics 365 Field Service application
Learn how to create and perform inspections in Dynamics 365 Field Service.
Learning objectives
In this module, you will:
- Learn about the purpose of inspections in Dynamics 365 Field Service.
- Learn how to create inspections.
- Associate inspections with work orders and customer assets.
- Perform inspections by using the Field Service mobile app.
Prerequisites
Basic knowledge of the Dynamics 365 Field Service application
Dispatchers and schedulers need to easily identify and schedule resources to work on jobs. They should be able to identify which scheduling method will best be used based on the scenario that they are trying to schedule. When scenarios arise that require assistance, dispatchers can use the schedule assistant to provide recommendations based on requirements that are defined for the job. Many times, items that are scheduled will need to be rescheduled or assigned to a different resource. With Dynamics 365, schedule board dispatchers can easily identify which items need to be rescheduled and either reschedule them or rebook them to a different resource.
Learning objectives
In this module, you will:
- Identify scenarios where the different field service scheduling options could be used
- Navigate, filter, and modify basic schedule board settings
- Manually schedule and reschedule items on the schedule board
- Use the resource availability search (schedule assistant) to schedule items on the schedule board
Prerequisites
Basic understanding of how to navigate the Dynamics 365 application, as well as a working knowledge of the core records available. Familiarity with basic Field Service capabilities is also helpful.
Tailoring the schedule board for easier scheduling is made possible with multiple schedule boards, views, and schedule board options. We’ll look at how we configure the filters, queries, and entities for use with the schedule board.
Learning objectives
In this module, you will:
- Define each pane in schedule board
- Edit schedule board views and tooltips
- Edit map pane
- Schedule board alerts
- Extend schedule board with JavaScript and HTML
Prerequisites
Basic understanding of how to navigate the Dynamics 365 application, as well as a working knowledge of the core records available. Familiarity with the basic scheduling capabilities available in universal resource scheduling is helpful.
Learn how to setup and deploy Resource Scheduling Optimization in this module. Topics include configuration options, defining optimization goals and scope as well as optimizing schedules.
Learning objectives
In this module, you will:
- Set up and deploy Resource Scheduling Optimization.
- Learn about the configuration options and define optimization goals, scopes, and schedules.
Dynamics 365 Field Service Mobile application is built on Microsoft Power Platform and provides tools that help frontline workers serve customers in the field. While working in the field, they can access important information such as work orders, customer asset lists, accounts, and contacts.
Learning objectives
In this module, you will:
- Learn how to deploy and use the mobile application.
- Learn about Service assets.
- Use online and offline data.
Prerequisites
Basic understanding of the Field Service app.
Learn how to customize and configure the Dynamics 365 Field Service Mobile application forms, views, and site map.
Learning objectives
In this module, you will:
- Customize and edit the mobile application.
- Configure offline data and barcodes.
- Enable location tracking and push notifications.
Prerequisites
Basic knowledge of the Microsoft Dynamics 365 Field Service application
Organizations that use Dynamics 365 Field Service to manage work orders can also enable their technicians to make remote assist calls in context of work orders.
Learning objectives
In this module, you will:
- Launch Remote Assist mobile from a booking.
- Review relevant work order information.
- Post call information.
Prerequisites
- A Microsoft Azure tenant with a Dynamics 365 subscription and a Dynamics 365 Remote Assist subscription
- Admin access to add or update the Dynamics 365 tenant instance
- Dynamics 365 Field Service App installed
Learn how to create and associate customer assets with work orders in Dynamics 365 Field Service.
Learning objectives
In this module, you will:
- Discover the purpose of customer assets in Field Service.
- Learn how to create customer assets.
- Learn how to associate customer assets with work orders.
- Learn how to configure customer asset hierarchies.
- Learn how to use functional locations
Prerequisites
Basic knowledge of the Dynamics 365 Field Service application
Connected Field Service for Dynamics 365 integrates IoT devices with Dynamics 365 for Customer Engagement to help organizations create a proactive approach to servicing customers. It enables the registration, monitoring, and management of these devices into your organization’s established business processes.
Learning objectives
In this module, you will:
- Learn about the installation and setup of Connected Field Service.
- Read device data.
- Set device alerts.
- Learn about using the mobile app.
Prerequisites
Basic knowledge of the Field Service application
Learn how to use Microsoft Power Platform to create custom apps for Dynamics 365 Field Service.
Learning objectives
In this module, you will:
- Learn how to use Microsoft Power Platform to customize Dynamics 365 Field Service.
- Learn how to create Microsoft Power Apps applications for Dynamics 365 Field Service.
- Learn how to deploy the customer experiences homepages portal for Field Service.
- Discover how to customize Field Service.
- Learn how to set up and customize schedule boards.
- Learn how to enable a custom table for scheduling.
Prerequisites
Knowledge of Dynamics 365 Field Service
Learn how to request and gather customer feedback by using Dynamics 365 Customer Voice.
Learning objectives
In this module, you will:
- Learn how to improve relationships with your customers by reviewing feedback data.
- Learn how to use templates in Customer Voice to create projects, surveys, and emails.
- Discover how to collect feedback by using Microsoft Power Automate, Omnichannel for Customer Service, and Customer Service Insights.
- Find out how to use Customer Voice to understand your clients’ needs and requirements.
Prerequisites
Basic knowledge of Dynamics 365 Sales, Dynamics 365 Customer Service, Omnichannel for Customer Service, Customer Service Insights, and Microsoft Power Platform
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Training Options
- ILT: Instructor-Led Training
- VILT: Virtual Instructor-Led Training
Exam & Certification
Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate.
If you’re a functional consultant who uses your technical expertise with both Dynamics 365 and Microsoft Power Platform to implement intelligent planning solutions for your organization to help ensure consistent and dependable operations, the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification could be just what you’ve been looking for.
A Microsoft Certification validates to the world that you have valuable skills—whether you’re just starting out, looking to use your functional consultant experience to advance your career, or wanting to change to a new, in-demand career.
Training & Certification Guide
If you’re a functional consultant responsible for configuring and implementing Dynamics 365 solutions for customers, you’re a good fit for this certification, which can highlight your skills and help advance your career.
A Dynamics 365 Field Service functional consultant is responsible for implementing solutions that manage resources which complete the field service life cycle. As a functional consultant, you know how to work with project managers, developers, and solution architects. You should have a minimum of one to three years of experience as a functional consultant implementing Dynamics 365.
This exam measures your ability to accomplish the following technical tasks: configure field service applications; manage work orders; schedule and dispatch work orders; manage field service mobility; manage inventory and purchasing; and implement Connected Field Service.
Skills measured:
- Configure field service applications (15-20%)
- Manage work orders (15-20%)
- Schedule and dispatch work orders (25-30%)
- Manage field service mobility (10-15%)
- Manage inventory and purchasing (5-10%)
- Implement Connected Field Service (10-15%)
When you earn a Microsoft certification or learn a new skill, celebrate your accomplishment with your network. It often takes less than a minute to update your LinkedIn profile and share your achievements, highlight your skills, and help boost your career potential. Here’s how:
- If you’ve earned a certification already, follow the instructions in the congratulations email you received. Or find your badge on your Certification Dashboard, and follow the instructions there to share it. (You’ll be transferred to the Credly website.)
- For more information on badges, check out the Certification Badges FAQ.
- To add specific skills to your LinkedIn profile, go to your profile page and update the Skills and endorsements section. Tip: We recommend that you choose skills listed in the skills outline guide for your certification.
When your Dynamics 365 Field Service Functional Consultant Associate certification expires, we’ve got good news. You can renew your current certifications by passing a free renewal assessment on Microsoft Learn—anytime within six months before your certification expires. For more details, read our blog post, Stay current with in-demand skills through free certification renewals.
5 reasons why role-based tech training & certification is the secret to business success
Whether you’re an established professional or new to the field, Microsoft in-person and online IT training and certification will give you the expertise you need in a specific product or technology. When you learn from our expert Microsoft Certified Trainers, be assured that what you’ll learn will be accurate, complete, and up to date. Choose training that aligns with your budget, from instructor-led classroom or live virtual training, self-paced on-demand, blended learning or on-site private classes.
In this blog post we reveal the 5 reasons why role-based tech training & certification is the secret to business success.
Microsoft Certifications 2022: 10 Things to Look for in an IT Program for Your Employees
We live in a rapidly changing world of technology, where every day brings innovation. How can you keep pace in this era of digital transformation? Microsoft technologies, offers a comprehensive collection of training options and a wide array of role-based certifications to help you pick up new skills or brush up on old ones.
Microsoft Certification 2022: 10 Reasons to Earn a MSFT Certification
Why get certified?
There’s a high demand today for IT professionals with skills in security, networking, and the cloud—and, according to the 2018 Pearson VUE report on the value of IT certification, those are the top three fields people sought certification in last year. There’s also a rapidly growing demand for people with AI skills—in every field, including business apps.
But it’s not only developers, cloud solution architects, and cybersecurity experts, however, who need to demonstrate their skills. More and more industry roles require proficiency in specialized skills. As the business world continues its digital transformation, the need for people with skills using the latest technologies increases, which means that sales managers, marketers, brand developers, data analysts, and business apps solution developers and architects can also benefit from certification.
Frequently Asked Questions
As a Field Service functional consultant, you have a passion for improving operations and finding the most efficient ways for your team to resolve customer issues. By achieving this certification, you let the world know that you have these skills. Certifications signal that you have what it takes to build a new future—for your organization and its customers.
Earning a Microsoft Dynamics 365 Certification is globally recognized and industry-endorsed evidence of mastering real world skills. It shows you demonstrate proficiency in keeping pace with technology. It’s a career move that yields many positive results.
Getting a Microsoft Certification is also a great way to break into the tech industry. A Microsoft Certification immediately confers a level of authority and expertise, especially helpful for someone new to the industry.
The number of questions on a certification exam is subject to change as Microsoft make updates to ensure it aligns with current changes in the technology and job role. Most Microsoft Certification exams typically contain between 40-60 questions; and around 60-140 minutes.
Starting June 30 2021, all newly earned role-based and specialty certifications will be valid for one year from the date the certification was earned.
To stay up to date, IT pros are constantly learning and adding skills. The IDC study concluded that Microsoft Learning Partners such as Trainocate Malaysia which was recently awarded Microsoft Learning Partner of the Year 2021 are well positioned to help organizations achieve their business and learning goals. The IT leaders who were surveyed found the most value from a Learning Partner that provides:
- An end-to-end solution which starts with identifying skill gaps, simplifies the learning experience, and finishes by evaluating how well the Learning Partner met the organization goals.
- Scale, flexibility, and speed to train teams of any size, in any location, amid changing circumstances.
- Value-added services, such as hands-on labs, classroom training, and custom content that help the skills development program succeed.
- High-quality content and delivery, meaning accurate, relevant courseware, top-notch instructors, and a path to certification, if needed.
MB-210T01: Microsoft Dynamics 365 Sales
Learn to manage customer, organizations, automate and best practices in this official 1-day Microsoft Dynamics 365 Sales course.
If you’re a functional consultant, a professional working with Microsoft Dynamics 365 Sales, or a developer looking to hone your consulting skills, this certification training could help give your career a boost. It lets you market yourself more effectively for projects and shows your organization that you can use Dynamics 365 Sales to empower the sales force.
MB-220T00: Microsoft Dynamics 365 Marketing
Deep-dive into the core features and configurations of Microsoft Dynamics 365 Marketing needed to drive business growth and validate your expertise with the Microsoft Certified: Dynamics 365 Marketing Functional Consultant Associate certification.
MB-230T01: Microsoft Dynamics 365 Customer Service
Sensitivity to customer needs, a drive to innovate, and technical skills characterize Customer Service functional consultants. You’re inspired to solve problems, and you have experience working on teams that focus on creating and implementing experiences that benefit your organization’s customers by providing them convenient and fast solutions.
If you’re a functional consultant responsible for configuring and implementing Dynamics 365 solutions for customers, you can use this certification to shine a light on your skills and to help advance your career.
PL-200T00: Microsoft Power Platform Functional Consultant
Learn to build and implement solutions that use Power Apps, Power BI, and Power Virtual Agents and explore how the Microsoft Power Platform Functional Consultant Associate certification can help enhance your career and make you a key member of your team.
Leverage your Dynamics 365 model-driven applications skills and data modeling principles. This certification lets the world know that you’re considered qualified to build and implement solutions that use Power Apps, Power BI, and Power Virtual Agents.
PL-300T00: Microsoft Power BI Data Analyst
This PL-300T00: Microsoft Power BI Data Analyst course will discuss the various methods and best practices that are in line with business and technical requirements for modeling, visualizing, and analyzing data with Power BI.
PL-400T00: Microsoft Power Platform Developer
Software development is core to the digital transformation in organizations around the world. Companies are investing in evolving technology, and they need devs who understand the next generation of automation.
If you have a passion for designing, developing, securing, and extending Microsoft Power Platform solutions, this certification could be for you.
Gain expertise required to create solution components, including application enhancements, custom user experience, system integrations, data conversions, custom process automation, and custom visualizations.
PL-600T00: Power Platform Solution Architect
Lead successful implementations and focus on how solutions address the broader business and technical needs of organizations.
If you have experience using your technical expertise to drive Microsoft Power Platform projects that seamlessly combine developer and business needs and that optimize solutions for your organization, the new Microsoft Certified: Power Platform Solution Architect Expert certification is designed for you.