Exam MB-240

Microsoft Dynamics 365 for Field Service

About this course
Dynamics 365 for Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects.

This course helps students better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals 

Audience profile
Candidates for this exam are Microsoft Dynamics 365 Customer Engagement functional consultants with Field Service expertise. Candidates are responsible for implementing solutions that manage resources that complete the field service lifecycle.

Candidates implement the field service processes designed in collaboration with internal and external teams. This collaboration includes configuring the default administration areas of the Field Service application, deploying the Connected Field Service (IoT) solution and the mobile application, and implementing any additional needed customizations. Candidates are responsible for the configuration and deployment of the Field Service application in conjunction with the core customer service application.

Candidates must have knowledge of how to configure and customize components of the Field Service application, including configuring services, resources, characteristics, incidents, inventory integration, service agreements, resource scheduling, work orders, service tasks, field service user roles, field service settings, the Connected Field Service (IoT) solution, and configuration of the Field Service Mobile app.

Languages: English
Audiences: Functional Consultants
Technology: Microsoft Dynamics 365
Length: 3 Days



Configuring Dynamics 365 for Field Service

Configure Field Service
-Introduction to field service
-Defining products and services
-Defining tax codes

-Create and manage leads
-Assess Sales Readiness

Marketing Forms and Pages
-Create marketing forms
-Create marketing pages
-Manage internet marketing

Segments and Lists
-Configure static and dynamic segments
-Create a subscription list
-Set up a subscription center page
-Set up and enable a double opt-in process

Marketing Emails
-Marketing Emails

Customer Journeys
-Create customer journeys

Marketing insights
-Customer insights
-Marketing execution insights
-Lead management insights
-Internet marketing insights


Set up events and surveys in Dynamics 365 for Marketing

-Manage event planning
-Manage event execution

Voice of the Customer
-Create surveys

-Review event and survey results