Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate

If you’re a functional consultant responsible for configuring and implementing Dynamics 365 solutions for customers, you’re a good fit for this certification, which can highlight your skills and help advance your career. A Dynamics 365 Field Service functional consultant is responsible for implementing solutions that manage resources which complete the field service life cycle. As a functional consultant, you know how to work with project managers, developers, and solution architects. You should have a minimum of one to three years of experience as a functional consultant implementing Dynamics 365.

Skills measured

This list contains the skills measured on the exams associated with this certification. For information about upcoming or recent changes, see the associated exam details pages.
Configure field service applications
Manage work orders
Schedule and dispatch work orders
Manage the Dynamics 365 Field Service mobile app
Manage inventory and purchasing
Implement assets and connected devices

Course Outline

Configure settings

define and configure key required security roles
define and configure resource required scheduling options
define required entities
customize entities to meet requirements
configure territories, postal codes, and organizational units
determine and configure required skill types
configure characteristics and skills
configure proficiency models
implement resource roles and categories
enable schedule board geocoding
enable Microsoft Teams Integration
enable Microsoft Outlook Calendar integration
configure technician time tracking

Configure product and service pricing

define required product and service type
configure minimum charge amounts and durations
determine how pricing rules affect the price that is applied to a product on a work order
associate products and services with price lists
define tax codes

Create and manage work orders

create a work order from an incident type, a case, an IoT alert, or an opportunity
add status and sub-status information to a work order
organize work orders and resources by geography
associate a work order and a price list
close a work order
configure the functional location for an asset on a work order
collaborate on work orders using Microsoft Teams
prepare work order summary reports

Manage incidents

configure incident types
assign requirement group templates to incident types
add service tasks to incidents
add products and services to incidents

Manage scheduling options

schedule work orders by using the schedule board and schedule assistant
determine when to use each scheduling option
configure fulfillment preferences
configure quick scheduling (“quick book“)
configure the portal for self-scheduling
enable self-scheduling for customers

Implement schedule boards

identify features and uses for Booking Requirements view
implement the integrated map feature
manually schedule work orders
reassign and reschedule work orders
move incomplete work orders
generate driving instructions for field agents
configure schedule boards
customize the schedule board

Describe the capabilities of the mobile app

deploy the mobile app
complete work orders
service customer assets

Install and set up the mobile app

configure security roles
update mobile app forms, views, pages, and site maps
configure location tracking and geofencing
configure offline profiles and synchronization features
configure deep linking
configure push notification
configure barcode features

Manage inventory and warehouses

set up inventory and warehouses
view product inventory
adjust inventory levels
transfer inventory between warehouses
manually update inventory by using inventory journals

Describe use cases for Internet of Things (IoT)

describe IoT components
identify use cases for Connected Field Service on Dynamics 365 Field Service mobile app

Implement Connected Field Service with Azure IoT Hub

manage IoT devices
manage security roles for Connected Field Service

About The Exam

This exam measures your ability to complete the following tasks: configure Microsoft Dataverse; create apps by using Microsoft Power Apps; create and manage Microsoft Power Automate; implement Microsoft Power Virtual Agents chatbots; and integrate Microsoft Power Apps with other apps and services.