MB-240T00 Dynamics 365 for Field Service

$2,495.00 USD

4 Days


Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

Learn how to effectively configure a Dynamics 365 for Field Service implementation to maximize the tools and features available to efficiently manage a mobile work force.

Who Should Attend?

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

  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Learning Credits: Learning Credits can be purchased well in advance of your training date to avoid having to commit to specific courses or dates. Learning Credits allow you to secure your training budget for an entire year while eliminating the administrative headache of paying for individual classes. They can also be redeemed for a full year from the date of purchase. If you have previously purchased a Learning Credit agreement with New Horizons, you may use a portion of your agreement to pay for this class.

If you have questions about Learning Credits, please contact your Account Manager.

Corporate Tech Pass: Our Corporate Tech Pass includes unlimited attendance for a single person, in the following Virtual Instructor Led course types: Microsoft Office, Microsoft Technical, CompTIA, Project Management, SharePoint, ITIL, Certified Ethical Hacker, Certified Hacking Forensics Investigator, Java, Professional Development Courses and more. The full list of eligible course titles can be found at https://www.newhorizons.com/eligible.

If you have questions about our Corporate Tech Pass, please contact your Account Manager.

Course Prerequisites

There are no prerequisites for this course.


1 - Configure Microsoft Dynamics 365 Field Service

  • Key Field Service configuration considerations
  • Define Field Service products and services
  • Work with work order types, territories, and status settings
  • Resolutions
  • Define incident and service task types
  • Define account preferences

2 - Configure bookable resources in Dynamics 365 Field Service

  • Overview of bookable resources
  • Setup and configuration
  • Define bookable resources
  • Work with crews, facilities, and pools
  • Configure entities for URS

3 - Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service

  • Schedule multiple resources and facilities
  • Define resources
  • Work with fulfillment preferences
  • Work with requirement groups
  • Crew facility resource pool scheduling

4 - Work order management in Dynamics 365 Field Service

  • Overview of the Field Service work order lifecycle
  • Create and define work orders
  • Work with work order-related records
  • Work with incidents
  • Scheduling considerations
  • Work with inventory and warehouses
  • Customer assets

5 - Incident types in Dynamics 365 Field Service

  • Define incident types
  • Create incident types
  • Use incident types

6 - Inspections in Dynamics 365 Field Service

  • Create inspections
  • Associate inspections
  • Perform inspections

7 - Manage scheduling options in Dynamics 365 for Field Service

  • Overview of scheduling capabilities
  • Overview of the schedule board
  • Schedule and reschedule
  • Reschedule and move items

8 - Customize the schedule board in Dynamics 365 Field Service

  • Work with multiple schedule boards
  • Schedule Board options
  • Design and use views with the Schedule Board
  • Configure schedule board filter queries

9 - Deploying Resource Scheduling Optimization

  • Resource Scheduling Optimization overview
  • Setup and deployment options
  • RSO configuration options
  • Define optimization goals
  • Define optimization scopes
  • Define optimization schedules

10 - Get started with the Dynamics 365 Field Service Mobile application

  • Deploy the mobile application
  • Work with the mobile application
  • Service customer assets
  • Work offline and update offline data
  • More mobile application capabilities

11 - Customize and configure the Dynamics 365 Field Service Mobile application

  • Edit the mobile application
  • Offline configuration
  • Barcode scanning and global search
  • Audit locations
  • Configure push notifications

12 - Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

  • Application setup and user configuration
  • Make Remote Assist calls for Field Service work orders
  • Make Remote Assist calls
  • Use Field Service bookings on a HoloLens device

13 - Customer assets in Dynamics 365 Field Service

  • Create customer assets
  • Associate customer assets
  • Set up customer asset hierarchies
  • Use functional locations

14 - Set up Field Service to create work orders from IoT data

  • Installation and setup
  • Configure Connected Field Service
  • Device data
  • Visualize device readings
  • IoT alerts
  • Mobile app

15 - Create custom apps for Dynamics 365 Field Service

  • Create apps from Power Apps
  • Deploy the customer experiences portal
  • Customize Dynamics 365 Field Service
  • Universal Resource Scheduling
  • Set up and customize schedule boards

16 - Gather customer feedback with Dynamics 365 Customer Voice

  • Create a project by using the support template
  • Customize email templates with survey variables
  • Configure Power Automate to send surveys after a case is resolved
  • Create surveys for omnichannel surveys and satisfaction metrics
  • Set up post chat surveys

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