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MB-240: Microsoft Dynamics 365 Field Service
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Introduction
Audio Book: MB-240 - Introduction
Lesson 1: Manage work orders in Dynamics 365 Field Service
Lesson 1: Manage work orders in Dynamics 365 Field Service
Audio Book: Lesson 1: Manage Work Orders in Dynamics 365 Field Service
Podcast: Lesson 1: Manage Work Orders in Dynamics 365 Field Service
1.1.1 Overview of the Field Service work order lifecycle
1.1.2 Create and define work orders
1.1.3 Work with work order-related records
1.1.4 Create work orders with Field Service in Outlook
1.1.5 Collaborate on work orders with Microsoft Teams
1.1.6 Work with incidents
1.1.7 Scheduling considerations
1.1.8 Work with inventory and warehouses
1.1.9 Customer assets
1.1.10 Summary
Activity:Short Answer / Fill-in-blank
Activity: Knowledge Check
1.2.1 Introduction
1.2.2 Create agreements
1.2.3 Booking setups
1.2.4 Define a recurrence pattern
1.2.5 Define invoices
1.2.6 Activate the agreement
1.2.7 Summary
Activity: Drag-and-Drop
Activity: Knowledge Check
1.3.1 Introduction
1.3.2 Price lists
1.3.3 Create an entitlement
1.3.4 Create a work order and add work order products and services
1.3.5 Entitlement conflicts
1.3.6 Service-level agreements for work orders
1.3.7 Create service-level agreements
1.3.8 Summary
Activity: Sequence
Activity: Knowledge Check
1.4.1 Introduction
1.4.2 Define incident types
1.4.3 Create incident types
1.4.4 Use incident types
1.4.5 Summary
Activity:Short Answer / Fill-in-blank
Activity: Knowledge Check
1.5.1 Introduction
1.5.2 Create inspections
1.5.3 Associate inspections
1.5.4 Perform inspections
1.5.5 Summary
Activity: True and False
Activity: Knowledge Check
1.6.1 Introduction
1.6.2 Create customer assets
1.6.3 Associate customer assets
1.6.4 Set up customer asset hierarchies
1.6.5 Use functional locations
1.6.6 Summary
Activity: Knowledge Check
Lesson 2: Universal Resource Scheduling in Microsoft Dynamics 365 Field Service
Lesson 2: Universal Resource Scheduling in Microsoft Dynamics 365 Field Service
Audio Book: Lesson 2: Universal Resource Scheduling in Microsoft Dynamics 365 Field Service
Podcast: Lesson 2: Universal Resource Scheduling in Microsoft Dynamics 365 Field Service
2.1.1 Overview of bookable resources
2.1.2 Setup and configuration
2.1.3 Define bookable resources
2.1.4 Work with crews, facilities, and pools
2.1.5 Configure entities for URS
2.1.6 Summary
Activity:Short Answer / Fill-in-blank
Activity: Knowledge Check
2.2.1 Overview of scheduling capabilities
2.2.2 Overview of the schedule board
2.2.3 Schedule and reschedule
2.2.4 Reschedule and move items
2.2.5 Summary
Activity: Drag-and-Drop
Activity: Knowledge Check
2.3.1 Work with multiple schedule boards
2.3.2 Schedule Board options
2.3.3 Design and use views with the Schedule Board
2.3.4 Configure schedule board filter queries
2.3.5 Summary
Activity: Knowledge Check
2.4.1 Resource Scheduling Optimization overview
2.4.2 Setup and deployment options
2.4.3 RSO configuration options
2.4.4 Define optimization goals
2.4.5 Define optimization scopes
2.4.6 Define optimization schedules
2.4.7 Summary
Activity: Drag-and-Drop
Activity: Knowledge Check
2.5.1 Resource Scheduling Optimization scenarios
2.5.2 Use RSO from the schedule board
2.5.3 Work with locked bookings and resolve conflicts
2.5.4 Single resource scheduling
2.5.5 Troubleshooting tips
2.5.6 Summary
Activity: True and False
Activity: Knowledge Check
2.6.1 Schedule multiple resources and facilities
2.6.2 Define resources
2.6.3 Work with fulfillment preferences
2.6.4 Work with requirement groups
2.6.5 Crew facility resource pool scheduling
2.6.6 Summary
Activity: Sequence
Activity: Knowledge Check
Lesson 3: Implement Microsoft Dynamics 365 Field Service
Lesson 3: Implement Microsoft Dynamics 365 Field Service
Audio Book: Lesson 3: Implement Microsoft Dynamics 365 Field Service
Podcast: Lesson 3: Implement Microsoft Dynamics 365 Field Service
3.1.1 Key Field Service configuration considerations
3.1.2 Define Field Service products and services
3.1.3 Work with work order types, territories, and status settings
3.1.4 Resolutions
3.1.5 Define incident and service task types
3.1.6 Summarize records with Copilot in Field Service
3.1.7 Define account preferences
3.1.8 Configure Field Service settings
3.1.9 Summary
Activity: Knowledge Check
3.2.1 Overview of the Field Service work order lifecycle
3.2.2 Create and define work orders
3.2.3 Work with work order-related records
3.2.4 Create work orders with Field Service in Outlook
3.2.5 Collaborate on work orders with Microsoft Teams
3.2.6 Work with incidents
3.2.7 Scheduling considerations
3.2.8 Work with inventory and warehouses
3.2.9 Customer assets
3.2.10 Summary
Activity: Drag-and-Drop
Activity: Knowledge Check
3.3.1 Introduction
3.3.2 Create agreements
3.3.3 Booking setups
3.3.4 Define a recurrence pattern
3.3.5 Define invoices
3.3.6 Activate the agreement
3.3.7 Summary
Activity: Knowledge Check
3.4.1 Introduction
3.4.2 Price lists
3.4.3 Create an entitlement
3.4.4 Create a work order and add work order products and services
3.4.5 Entitlement conflicts
3.4.6 Service-level agreements for work orders
3.4.7 Create service-level agreements
3.4.8 Summary
Activity: True and False
Activity: Knowledge Check
3.5.1 Introduction
3.5.2 Create apps from Power Apps
3.5.3 Deploy the customer experiences portal
3.5.4 Customize Dynamics 365 Field Service
3.5.5 Universal Resource Scheduling
3.5.6 Set up and customize schedule boards
3.5.7 Summary
Activity: Knowledge Check
3.6.1 Introduction
3.6.2 Deploy the mobile application
3.6.3 Work with enhanced mobile application
3.6.4 Service customer assets
3.6.5 Work offline and update offline data
3.6.6 More mobile application capabilities
3.6.7 Summary
Activity: Knowledge Check
3.7.1 Introduction
3.7.2 Edit the mobile application
3.7.3 Offline configuration
3.7.4 Barcode scanning and global search
3.7.5 Audit locations
3.7.6 Configure push notifications
3.7.7 Summary
Activity: Knowledge Check
Lesson 4: Solve problems in real time with Dynamics 365 Remote Assist
Lesson 4: Solve problems in real time with Dynamics 365 Remote Assist
Audio Book: Lesson 4: Solve Problems in Real Time with Dynamics 365 Remote Assist
Podcast: Lesson 4: Solve Problems in Real Time with Dynamics 365 Remote Assist
4.1.1 Introduction
4.1.2 Remote Assist users and roles
4.1.3 Compare different device options
4.1.4 Make Remote Assist calls
4.1.5 Make calls in the Microsoft Teams mobile app
4.1.6 Summary
Activity: Knowledge Check
4.2.1 Introduction
4.2.2 Application setup and user configuration
4.2.3 Make Remote Assist calls for Field Service work orders
4.2.4 Make Remote Assist calls
4.2.5 Use Field Service bookings on a HoloLens device
4.2.6 Summary
Activity: Drag-and-Drop
Activity: Knowledge Check
Lesson 5: Explore the fundamentals of Microsoft Dynamics 365 Field Service
Lesson 5: Explore the fundamentals of Microsoft Dynamics 365 Field Service
Audio Book: Lesson 5: Explore the Fundamentals of Microsoft Dynamics 365 Field Service
Podcast: Lesson 5: Explore the Fundamentals of Microsoft Dynamics 365 Field Service
5.1.1 Introduction
5.1.2 Describe use cases for Dynamics 365 Field Service
5.1.3 Explore a Dynamics 365 Field Service business scenario
5.1.4 Describe the work order lifecycle
5.1.5 Describe incident types and service tasks
5.1.6 Describe Copilot in Field Service
5.1.7 Describe inspections in Dynamics 365 Field Service
5.1.8 Describe the Dynamics 365 Field Service mobile app
5.1.9 Describe the Dynamics 365 Field Service app for Outlook for work order creation and scheduling
5.1.10 Summary and resources
Activity:Short Answer / Fill-in-blank
Activity: Knowledge Check
5.2.1 Introduction
5.2.2 Describe resource and scheduling processes
5.2.3 Explore a Dynamics 365 Field Service-related apps business scenario
5.2.4 Describe asset management and customer assets
5.2.5 Describe Connected Field Service for Dynamics 365
5.2.6 Summary and resources
Activity: Knowledge Check
Resources
MB-240 Blueprint
MB-240 Detailed Curriculum
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MB-240: Microsoft Dynamics 365 Field Service
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