Microsoft Dynamics 365 for Field Service - MB-240 Exam
About this course
The course walks through Microsoft Dynamics 365 for Field Service, covering configuration of service locations, agreements, customer assets, predictive and preventive maintenance, work order and resource management, inventory, scheduling, dispatch, mobile access, collaboration, billing, and analytics. It draws on the instructor’s hands‑on implementations across eight industries, showing how the platform supports real‑world field service scenarios. Material assumes you already know the basics of Dynamics 365 or similar ERP/CRM systems, so it’s not aimed at absolute beginners. The content is organized into video lessons that demonstrate each feature and its practical setup, preparing you for the MB‑240 certification exam.
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What you'll learn
- Configure and manage service locations and agreements in Dynamics 365 Field Service
- Set up customer assets and implement predictive and preventive maintenance strategies
- Create and process work orders, allocate resources, and manage product inventory
- Design scheduling and dispatch rules, including mobile and collaborative workflows
- Generate customer billing and analytics reports within the Field Service module
Course objectives
- Demonstrate end‑to‑end implementation of Dynamics 365 Field Service features
- Prepare for the Microsoft MB‑240 Field Service certification exam
- Apply industry‑specific best practices to real‑world field service projects
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