Manage work orders in Field Service.
In this module, you'll:
- Identify the work order lifecycle
- Identify the different options available for creating work orders
- Use related records such as service accounts, incidents, products and services, and other items with work orders
- Apply entitlements
- Create and manage agreements
- Create and manage service level agreements (SLAs) for work orders
- Create work orders with Field service in Outlook
- Define and manage inventory and warehouses
Learn how to define agreements in Dynamics 365 Field Service.
In this module, you'll:
- Learn about creating agreements and booking setups.
- Define a recurrence pattern and invoices.
- Activate agreements.
Learn about service-level agreements and entitlements in Dynamics 365 Field Service.
In this module, you'll:
- Learn about price lists.
- Create entitlements and work orders.
- Learn about service-level agreements.
Define and create incident types to use as templates when you are creating work orders in Microsoft Dynamics 365 Field Service. Prepare for MB-240.
In this module, you will:
- Learn about the purpose of incident types in Dynamics 365 Field Service.
- Learn how to create incident types.
- Create service tasks and use them in an incident type.
- Add products and services to an incident type.
- Define the duration of an incident type.
- Use incident types on work orders.
Learn how to create and perform inspections in Microsoft Dynamics 365 Field Service. Prepare for MB-240.
In this module, you will:
- Learn about the purpose of inspections in Dynamics 365 Field Service.
- Learn how to create inspections.
- Associate inspections with work orders and customer assets.
- Perform inspections by using the Field Service mobile app.
Learn how to create and associate customer assets with work orders in Microsoft Dynamics 365 Field Service. Prepare for MB-240.
In this module, you will:
- Discover the purpose of customer assets in Field Service.
- Learn how to create customer assets.
- Learn how to associate customer assets with work orders.
- Learn how to configure customer asset hierarchies.
- Learn how to use functional locations.

Syllabus

Work order management in Dynamics 365 Field Service
- Overview of the Field Service work order lifecycle
- Create and define work orders
- Work with work order-related records
- Create work orders with Field Service in Outlook
- Collaborate on work orders with Microsoft Teams
- Work with Copilot in Field Service
- Work with incidents
- Scheduling considerations
- Work with inventory and warehouses
- Customer assets
- Module assessment
- Summary
Define agreements in Dynamics 365 Field Service
- Introduction
- Create agreements
- Booking setups
- Define a recurrence pattern
- Define invoices
- Activate the agreement
- Check your knowledge
- Summary
Use service-level agreements and entitlements in Dynamics 365 Field Service
- Introduction
- Price lists
- Create an entitlement
- Create a work order and add work order products and services
- Entitlement conflicts
- Service-level agreements for work orders
- Create service-level agreements
- Check your knowledge
- Summary
Incident types in Dynamics 365 Field Service
- Introduction
- Define incident types
- Create incident types
- Use incident types
- Check your knowledge
- Summary
Inspections in Dynamics 365 Field Service
- Introduction
- Create inspections
- Associate inspections
- Perform inspections
- Check your knowledge
- Summary
Customer assets in Dynamics 365 Field Service
- Introduction
- Create customer assets
- Associate customer assets
- Set up customer asset hierarchies
- Use functional locations
- Check your knowledge
- Summary