microsoft partner logo color
8340  Reviews star_rate star_rate star_rate star_rate star_half

Microsoft Dynamics 365 Field Service

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. Audience Profile This course...

Read More
View Full Schedule Train Your Team
$2,380 USD GSA  $1,734.26
Duration 4 days
Course Code MB-240T00
Available Formats Classroom, Virtual

Upcoming Course Dates

  • Aug 11, 2025 - Aug 14, 2025 (4 days)
    Live Virtual | 9:00AM – 5:00PM EDT
    Language English
    Select from 1 options below
    Live Virtual |9:00AM – 5:00PM EDT
    Live Virtual | 9:00AM – 5:00PM EDT
    Enroll
    Enroll Add to quote
  • Dec 8, 2025 - Dec 11, 2025 (4 days)
    Live Virtual | 9:00AM – 5:00PM EST
    Language English
    Select from 1 options below
    Live Virtual |9:00AM – 5:00PM EST
    Live Virtual | 9:00AM – 5:00PM EST
    Enroll
    Enroll Add to quote
Ask a Question Request Other Date Request On-site 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.

Audience Profile

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

Skills Gained

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.

Course Details

Outline

  • 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
    • Create work orders with Field Service in Outlook
    • Collaborate on work orders with Microsoft Teams
    • Work with incidents
    • Scheduling considerations
    • Work with inventory and warehouses
    • Customer assets
    • Check your knowledge
  • Define agreements in Dynamics 365 Field Service
    • Create agreements
    • Booking setups
    • Define a recurrence pattern
    • Define invoices
    • Activate the agreement
    • Check your knowledge
  • Use service-level agreements and entitlements in Dynamics 365 Field Service
    • Price lists
    • Create an entitlement
    • Create a work order and add work order products and services
    • Entitlement conflicts
    • Service-level agreements for work orders
    • Create service-level agreements
    • Check your knowledge
  • Incident types in Dynamics 365 Field Service
    • Define incident types
    • Create incident types
    • Use incident types
    • Check your knowledge
  • Inspections in Dynamics 365 Field Service
    • Create inspections
    • Associate inspections
    • Perform inspections
    • Check your knowledge
  • Customer assets in Dynamics 365 Field Service
    • Create customer assets
    • Associate customer assets
    • Set up customer asset hierarchies
    • Use functional locations
    • Check your knowledge
  • 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
    • Check your knowledge
  • 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
    • Check your knowledge
  • 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
    • Check your knowledge
  • Deploying Resource Scheduling Optimization
    • Resource Scheduling Optimization overview
    • Setup and deployment options
    • RSO configuration options
    • Define optimization goals
    • Define optimization scopes
    • Define optimization schedules
    • Check your knowledge
  • Use Resource Scheduling Optimization for Dynamics 365 Field Service
    • Resource Scheduling Optimization scenarios
    • Use RSO from the schedule board
    • Work with locked bookings and resolve conflicts
    • Single resource scheduling
    • Troubleshooting tips
    • Check your knowledge
  • 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
    • Check your knowledge
  • 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
    • Summarize records with Copilot in Field Service
    • Define account preferences
    • Configure Field Service settings
    • Check your knowledge
  • 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
    • Create work orders with Field Service in Outlook
    • Collaborate on work orders with Microsoft Teams
    • Work with incidents
    • Scheduling considerations
    • Work with inventory and warehouses
    • Customer assets
    • Check your knowledge
  • Define agreements in Dynamics 365 Field Service
    • Create agreements
    • Booking setups
    • Define a recurrence pattern
    • Define invoices
    • Activate the agreement
    • Check your knowledge
  • Use service-level agreements and entitlements in Dynamics 365 Field Service
    • Price lists
    • Create an entitlement
    • Create a work order and add work order products and services
    • Entitlement conflicts
    • Service-level agreements for work orders
    • Create service-level agreements
    • Check your knowledge
  • 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
    • Check your knowledge
  • Get started with the Dynamics 365 Field Service Mobile application
    • Deploy the mobile application
    • Work with enhanced mobile application
    • Service customer assets
    • Work offline and update offline data
    • More mobile application capabilities
    • Check your knowledge
  • 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
    • Check your knowledge
  • Get started with making Remote Assist calls
    • Remote Assist users and roles
    • Compare different device options
    • Make Remote Assist calls
    • Make calls in the Microsoft Teams mobile app
    • Get answers to questions
    • Check your knowledge
  • 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
    • Check your knowledge
  • Explore Dynamics 365 Field Service
    • Describe use cases for Dynamics 365 Field Service
    • Explore a Dynamics 365 Field Service business scenario
    • Describe the work order lifecycle
    • Describe incident types and service tasks
    • Describe Copilot in Field Service
    • Describe inspections in Dynamics 365 Field Service
    • Describe the Dynamics 365 Field Service mobile app
    • Describe the Dynamics 365 Field Service app for Outlook for work order creation and scheduling
    • Knowledge check
    • Summary and resources
  • Describe Dynamics 365 Field Service scheduling capabilities and related apps
    • Describe resource and scheduling processes
    • Explore a Dynamics 365 Field Service-related apps business scenario
    • Describe asset management and customer assets
    • Describe Connected Field Service for Dynamics 365
    • Knowledge check
    • Summary and resources
Read Less
|
View Full Schedule

Schedule

2 options available

  • Aug 11, 2025 - Aug 14, 2025 (4 days)
    Live Virtual | 9:00AM – 5:00PM EDT
    Language English
    Select from 1 options below
    Live Virtual |9:00AM – 5:00PM EDT
    Live Virtual | 9:00AM – 5:00PM EDT
    Enroll
    Enroll Add to quote
  • Dec 8, 2025 - Dec 11, 2025 (4 days)
    Live Virtual | 9:00AM – 5:00PM EST
    Language English
    Select from 1 options below
    Live Virtual |9:00AM – 5:00PM EST
    Live Virtual | 9:00AM – 5:00PM EST
    Enroll
    Enroll Add to quote

FAQ

How do I get a Microsoft exam voucher?

Pearson Vue Exam vouchers can be requested and ordered with your course purchase or can be ordered separately by clicking here.

  • Vouchers are non-refundable and non-returnable. Vouchers expire 12 months from the date they are issued unless otherwise specified in the terms and conditions.
  • Voucher expiration dates cannot be extended. The exam must be taken by the expiration date printed on the voucher.

Do Microsoft courses come with post lab access?

Most Microsoft official courses will include post-lab access ranging from 30 to 180 calendar days after instructor led course delivery. A lab training key in class will be provided that can be leveraged to continue connecting to a remote lab environment for the individual course attendee.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour-long after 3-3.5 hours of the class day.

What languages are used to deliver training?

Microsoft courses are conducted in English unless otherwise specified.

Reviews

Great class I learned a great deal from the material. There would seem to a large amount that I need to learn about.

the class/lecture was amazing and very easy to understand and was in detail.

Great instructor, clear and concise course. Labs were easy to follow and worked perfectly.

The format of the class was concise. I learned new skills to use at my workplace.

The training was great . But i expected some of the Networking concepts would be covered in this certification .