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
- Define Requirement groups and Requirement group templates
- Set up resource pools and crews
- Set up and use Dynamics 365 Remote Assist one-time call
- Use Guides with work orders
Manage work orders (20-25%)
- Configure booking status and work order status values
- Configure capabilities for billing accounts, service accounts, and functional locations
- Configure billing and service accounts
- 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
- Customize a schedule board
- Configure booking rules
- Filter data
- Troubleshoot the schedule assistant Configure Universal Resource 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%)
- 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
- 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 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- Register and associate IoT devices
- Configure security roles for Connected Field Service
- Manage devices
- 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
