Code: MS_MB-240 Other MICROSOFT Difficulty: Advanced

Microsoft Dynamics 365 Field Service

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Dynamics 365 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.

What we teach you:

  • 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.


3 days (8h/day)


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


  • Module 1: Configure Field Service products, services, and tax codes.
    • Introduction to configuring Field Service
    • Defining products and services
    • Defining tax codes
  • Module 2: Resource Scheduling Configuration In this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.
    • Mapping and location information
    • Configuring resource components
    • Defining account preferences
  • Module 3: Defining and Configuring Bookable Resources In this module, we will learn how to create and manage bookable resources, including resource pools and crews.
    • Defining bookable resources
    • Resource pools, crews and facilities
  • Module 4: Configure Incidents In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.
    • Creating an incident
    • Using service tasks
  • Module 5: Inventory and Work Order Management In this module, we will learn how to create and use work orders to schedule resources.
    • Configure Field Service work orders
    • Creating work orders
    • Managing work orders
  • Module 6: Field Service Agreements In this module, we will introduce agreements, and learn how to configure them for your organization.
    • Using Field Service agreements
    • Set up bookings
    • Set up invoices
  • Module 7: Inventory and Purchasing In this module, we will learn about management of customer assets.
    • Manage customer assets
    • Manage inventory
    • Purchasing and returns
  • Module 8: Field Service Mobile In this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.
    • Mobile client overview
    • Install and deploy Field Service mobile projects
    • Manage mobile projects
    • Deploy the mobile client
  • Module 9: Universal Resource Scheduling In this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.
    • URS overview and configuration
    • Enabling entities for URS
    • Customize entities for URS
  • Module 10: Managing Scheduling Options In this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.
    • Using the schedule board
    • Schedule items
    • Rescheduling and substituting resources
    • Crew and pool scheduling
  • Module 11: Customizing the Schedule Board In this module, we will learn how to configure the schedule board to best meet the organization or scheduler's needs.
    • Configure the board
    • Create additional schedule boards
    • Use views to enhance the schedule board
    • Configuring schedule board queries and filters
    • Working with requirement groups
  • Module 12: Advanced Scheduling Options In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.
    • Working with resource scheduling optimization
    • Defining optimization goals
    • Defining optimization scopes
    • Defining optimization profiles
    • Single resource scheduling


Professional explanation with practical samples and examples.

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Training rooms

ALEF operates with training rooms match submarine's style to unexpected, unusual while still being smart and available to work in. We have several type of rooms for small groups and up to larger rooms with modern technical equipment and supportive technologies we provide.

We also deliver the high-quality multimedia sharing for efficient, effective virtual communication on a global scale. In the Competence Center is also available Spark Board. Cisco Sparkboard integrates the most common tools needed for team collaboration in physical meeting rooms into a single elegant device. It also combines white board, video or audio conference features.

All ALEF training centres operates with testing centre that provides full acess to take an exam and get certificate provided by our vendors. ALEF provides to our customer complete management and administration.

Training rooms – Bratislava

Team of lecturers

Our team - consisting of more than 50 instructors - offers a full range of technological knowledge in the field of routing, switching, security, collaboration and data centers. The expertise of instructors is evidenced by a range of top-level international certifications.

The uniqueness of our lecturers lies mainly in their extensive experience in connection with each project, allowing them to respond very flexibly to any question or suggestion from students, and to pass on their practical knowledge to the participants of these courses. Thanks to the synergy of the company’s reliable operation and many years of experience, we have been very flexible in responding to the changes prepared in the Cisco field, so we can guarantee you a wide range of certified courses that enable you and your colleagues to acquire the necessary know-how for future certification tests.

In addition to the certified trainings, we offer special courses that are focused primarily on the development of the necessary configuration skills.


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ALEF Distribution SK, s.r.o.
Galvaniho Business Centrum IV
Galvaniho 17/C
821 04 Bratislava 2
Slovenská republika
+421 (2) 4920 3819