MB-240: Microsoft Dynamics 365 for Field Service Associate Training

Module 1: Configure field service applications

• Configure general settings
• Configure product and service pricing
• Configure bookable resources
• Integrate other tools with Field Service

Module 2:Manage work orders

• Describe the work order lifecycle
• Create and manage work orders
• Manage incidents

Module 3: Schedule and dispatch work orders

• Scheduling Options
• Implement the Schedule Board
• Implement the Schedule Assistant
• Configure Resource Scheduling Optimization (RSO)
• Configure Universal Resource Scheduling

Module 4: Manage field service mobility

• Install and configure the mobile app
• Manage mobile projects

Module 5: Manage inventory and purchasing

• Manage inventory
• Manage purchasing and product returns

Module 6: Manage assets and agreements

• Create and manage agreements
• Manage customer assets