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Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate in United Kingdom, England, Scotland, Ireland, Manchester

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Microsoft Field Service

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.


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