Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate Certification Logo

Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate Certification

The Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate Certification validates your ability to implement and configure Field Service solutions that manage service delivery for organizations. It focuses on work orders, resource scheduling, asset management, and mobile workforce operations. Ideal for functional consultants implementing end-to-end field service processes.

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What is Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate Certification about?

This certification equips professionals with the skills to design, implement, and optimize Dynamics 365 Field Service solutions. It covers configuring work orders, service tasks, resources, scheduling capabilities, and inventory management. The course also emphasizes connected field service, IoT integration, customer communication, and enabling technicians with mobile tools for efficient service delivery.


Key Features:

  • Hands-on labs with Dynamics 365 Field Service
  • 24/7 Support
  • Access to recordings, study materials, and configuration guides
  • Lesson-end quizzes
  • Course-end assessments
  • Real-world field service implementation assignments

What are the objectives of Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate Certification ?

At the end of this training, you will be able to:

  • Configure work orders, incident types, and service tasks
  • Set up resources, skills, and roles for service delivery
  • Implement resource scheduling, booking rules, and optimization
  • Manage service inventory, warehouses, and purchasing
  • Enable Field Service mobile application for technicians
  • Configure customer assets, service agreements, and SLAs
  • Integrate IoT solutions using Connected Field Service
  • Automate workflows using Power Automate
  • Monitor service performance through dashboards and analytics

Who is Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate Certification for?

  • Field Service Functional Consultants
  • Dynamics 365 CE/CRM Consultants
  • ERP & CRM Implementation Specialists
  • Business Analysts managing field operations
  • Professionals involved in service delivery, maintenance, or asset management

What are the prerequisites for Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate Certification?

  • Basic understanding of field service operations or service delivery
  • Familiarity with Dynamics 365 Customer Engagement or CRM concepts
  • Knowledge of scheduling, resource planning, or service workflows
  • Recommended: Experience in functional consulting or field service operations
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Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate Certification - Certification & Exam

To achieve Dynamics 365 Field Service Functional Consultant Associate certification, you must complete / master the following learning-paths / skill-areas (as per exam MB-240):


  1. Configure Field Service applications — configuring core components: territory/organization setup, security, resource roles, pricing & service settings, bookable resources, resource scheduling, integration with related tools. 
  2. Manage Work Orders and Customer Assets — work order lifecycle: creation, management, booking, incident types, service tasks; asset and customer-asset management. 
  3. Schedule and Dispatch Work Orders — scheduling resources, resource pools/crews, requirement-group templates, dispatch, resource-to-booking matching based on skills/availability/location. 
  4. Manage the Dynamics 365 Field Service Mobile App — configure and manage the mobile app for field-workers: offline mode, security roles, mobile forms/views, geolocation, service reports, and work-order execution from mobile. 
  5. Manage Inventory and Purchasing (built-in inventory management) — handle inventory, products, warehouses, product/service catalog, purchasing, returns & inventory adjustments. 
  6. Implement / Integrate with Microsoft Power Platform & Related Tools — integrate Field Service with other services: Power Platform, related Dynamics 365 apps (Customer Service, Remote Assist, Guides), for customizations and extended functionality.