$495 (On Demand Only)
End Users and Information Workers
On Demand
This Revision
Microsoft Dynamics 365 for Field Service
Delivery Method
Instructor Led Classroom and On Demand

MB-240T03: Universal Resource Scheduling for Dynamics 365 for Field Service

About this course

Many organizations rely on mobile work forces to deliver their products and services to their customers.  Dynamics 365 for Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in efficiently identifying and scheduling resources as well as assisting in managing workloads for mobile workers. 

This course will equip students with the skills necessary to execute, identify and configure the key components that are used to deliver Field Service and mobile solutions.  Key topics include identifying what a typical work order lifecycle looks like as well as the organizational considerations that will drive configuration decisions.  Additionally, this course will focus on components that are commonly used in relation to work orders including agreements, inventory components, purchasing, and mobility strategies.    

This course helps students better understand the bigger picture and end goals focused around work order delivery and execution that aid in designing more efficient solutions that align with customer and organizational goals.

Audience profile

At course completion

  • After completing this course, you will be able to:
  • Identify the key areas involved in a work order lifecycle. 
  • Generate agreements that can be used to automatically create work orders.   
  • Leverage the inventory management capabilities of Dynamics 365 for Field Service.
  • Create and work Purchase Orders through their lifecycle. 
  • Deploy and Configure the Field Service Mobile Application.


Course Schedule

Please note all Instructor Led courses will be in Australian EST time zone.

  • On Demand - Attend from the comfort of home or office

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  • Private Group Training 

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Module 1: Universal Resource Scheduling


  • URS overview and configuration
  • Enabling entities for URS
  • Entity customization and automation considerations


Module 2: Managing scheduling options


  • Using the Schedule Board
  • Scheduling items
  • Rescheduling and substituting resources
  • Crew and resource pool scheduling


Module 3: Customizing the Schedule Board


  • Configure the schedule board
  • Create additional schedule boards
  • Leverage Dynamics 365 views with the schedule board
  • Configure schedule board queries and filters
  • Working with requirement groups


Module 4: Resource Scheduling Optimization


  • Resource Scheduling Optimization overview
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles


Before attending this course, students must have:

Basic understanding of Dynamics 365 features, functionality, and navigation.