Microsoft Dynamics 365 Field Service MB-240 training and certification in Coimbatore

Microsoft Dynamics 365 Field Service MB-240 training and certification in Coimbatore

Microsoft Dynamics 365 Field Service (MB-240) Training and Certification in Coimbatore

Gain in-depth expertise in delivering exceptional customer service with our Microsoft Dynamics 365 Field Service (MB-240) Training in Coimbatore. This course is tailored for professionals aiming to become certified in managing and optimizing field service operations using Microsoft’s powerful Dynamics 365 platform.

The MB-240 certification validates your ability to implement solutions that manage field service processes, schedule resources efficiently, resolve service issues proactively, and ensure high customer satisfaction. Whether you’re a consultant, service manager, or technician, this training prepares you for real-world implementation and support.

Why Choose This Course?

  • Microsoft-Certified Curriculum aligned with the MB-240 exam objectives

  • Hands-On Labs to practice deployment, configuration, and resource management

  • Real-World Case Studies focused on dispatching, IoT integration, and work order lifecycle

  • Job-Ready Skills for roles in field service consulting, solution design, and support

  • Flexible Learning with both online and offline options available

Course Topics

  • Configuring field service applications

  • Managing work orders and service agreements

  • Scheduling and dispatching resources using Resource Scheduling Optimization (RSO)

  • Implementing connected field service using IoT devices

  • Configuring inventory and purchasing

  • Managing customer assets and preventive maintenance

  • Mobile app configuration for field technicians

  • Reporting, dashboards, and analytics for service insights

Who Should Attend?

  • Microsoft Dynamics 365 consultants

  • Field service managers and support staff

  • ERP/CRM professionals transitioning to Dynamics 365

  • Developers and administrators supporting service operations

  • IT professionals preparing for Microsoft MB-240 Certification

Key Benefits

  • Instructor-led training by Dynamics 365 certified professionals

  • Full access to Dynamics 365 Field Service environment for practice

  • Certification exam guidance and mock test preparation

  • Course completion certificate

  • Placement and resume support for job-seekers

Elevate your career in customer service operations with the Microsoft Dynamics 365 Field Service MB-240 Certification. Join our expert-led training in Coimbatore and become a key player in delivering connected, predictive, and efficient field service experiences.

MB-240 Course Syllabus

Modules

Configure field service applications (20-25%)

Define and configure core field service components
– Define and configure key required security roles
– Configure territories, postal codes, and organizational units
– Configure characteristics and proficiency models
– Implement resource roles and categories
– Modify default Field Service settings
– Configure trades and trade coverages
Configure product and service pricing
– Define required product and service types
– Configure minimum charge amounts and durations
– Determine how pricing rules affect the price that is applied to a product on a work order
– Associate products and services with price lists
Configure bookable resources
– Manage bookable resources
– Configure geocoding
– Define start and end locations for resources
– Configure pay types and rates
– Configure working hours and working hour templates
– Manage time off requests
– Enable technician time tracking
– Configure certifications and insurances
– Configure facilities and equipment
Configure scheduling of multiple resources
– Determine the types of resources required
– Define Requirement groups and Requirement group templates
– Set up resource pools and crews
– Schedule and visualize multiple resources on the schedule board
Integrate other tools with Field Service
– Implement Dynamics 365 Remote Assist for use with Field Service
– Set up and use Dynamics 365 Remote Assist one-time call
– Use Guides with work orders

Manage work orders (20-25%)

Configure the work order lifecycle
– Configure work order types and work order resolutions
– Configure booking status and work order status values
– Configure capabilities for billing accounts, service accounts, and functional locations
– Configure billing and service accounts
Create and manage work orders
– Create a work order
– Add status and sub-status information to a work order
– Organize work orders and resources by geography
– Associate a work order with a price list, service-level agreement, and entitlement
– Close a work order, including attaching a work order resolution
– Collaborate on work orders by using Microsoft Teams chat
– Manage work order costs based on not-to-exceed values
– Create a work order by using Copilot in Microsoft Outlook
Manage incidents
– Configure incident types and suggestions
– Assign requirement group templates to incident types
– Add service tasks to incidents
– Add products and services to incidents
Create and manage agreements
– Determine when to use agreements
– Define and configure agreement preferences and settings
– Configure automatic generation of work orders
– Configure booking preferences
– Configure agreement invoicing
– Create entitlements for agreements
Manage inspections
– Create inspections
– Associate inspections with work orders and customer assets
– Create inspection templates
– Run reports on inspections
– Configure advanced options for inspections

Schedule and dispatch work orders (25-30%)

Manage scheduling options
– Schedule work orders by using the schedule board and schedule assistant
– Determine when to use each scheduling option
– Configure fulfillment preferences
– Configure quick scheduling (“quick book”)
– Schedule a work order in the Field Service app for Outlook
– Configure resource requirements for multi-day scheduling
Implement schedule boards
– Identify features and uses for Booking Requirements view
– Implement the integrated map feature
– Manually schedule work orders
– Reassign and reschedule work orders
– Move incomplete work orders
Manage schedule boards
– Configure schedule boards, including customizing views
– Customize a schedule board
– Configure booking rules
Implement the Schedule Assistant
– Apply constraints to resource queries
– Filter data
– Troubleshoot the schedule assistant
Configure Universal Resource Scheduling
– Configure resource requirements in scheduling
– Enable scheduling for a table
– Configure geocoding for a custom table
– Manage work hours calendar for requirements
– Configure booking timestamps, booking journals, and actuals

Manage the Field Service mobile app (5-10%)

Deliver work orders by using the mobile app
– Complete work orders, including tasks, booking statuses, follow-up work orders, signatures, images, and Field Service technician reports
– Service and maintain customer assets, including IoT devices
– Perform inspections, including adding ad hoc inspections
– Manage working offline
– Perform time entry
– Launch related apps, including Dynamics 365 Remote Assist and Guides
Set up the mobile app
– Configure security roles
– Customize the mobile app including forms, views, pages, and navigation
– Enable and configure location tracking and geofencing
– Configure offline profiles and synchronization features
– Configure push notifications
– Configure barcode features
– Deploy the mobile app

Manage inventory and purchasing by using the built-in inventory management system (5-10%)

Manage inventory and warehouses
– Set up inventory and warehouses
– View product inventory
– Adjust inventory levels
– Transfer inventory between warehouses
– Manually update inventory by using inventory journals
Manage purchasing and product returns
– Create purchase orders
– Create a list of receivable products for a purchase order
– Determine product return options
– Create return merchandise authorizations
– Create return to vendor transactions
– Finalize returns

Manage Connected Field Service and customer assets (5-10%)

Implement Connected Field Service
– Identify use cases for Connected Field Service
– Register and associate IoT devices
– Configure security roles for Connected Field Service
– Manage devices
Configure customer assets
– Create and manage customer assets
– Configure products to enable automatic creation of customer assets
– Associate work orders with customer assets
– Create child assets
– Configure 3D asset models
– Define functional locations

Implement Microsoft Power Platform (5-10%)

Configure model-driven apps
– Create and configure forms
– Create and configure views
– Configure navigation
Create custom apps and automations
– Create task-specific canvas apps and custom pages
– Embed apps in Field Service
– Use custom Power Automate cloud flows to automate tasks and enhance Field Service
Configure Microsoft Power Pages
– Configure the Field Service customer experience portal
– Configure self-service scheduling
– Configure pre-built Power Automate flows
– Configure Track my technician settings

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