Microsoft Functional consultant - Dynamics 365

★★★★★

(2,095 ratings) 50,000+ Student

Dynamics 365 Field Service Functional Consultant

A Dynamics 365 Field Service Functional Consultant is a professional who specializes in configuring and customizing Microsoft Dynamics 365 Field Service, which is part of the Dynamics 365 suite designed for managing field service operations. Obtaining relevant Microsoft certifications, such as the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification, can validate expertise in this role.

Radical Technologies

50,000+ English 40 hours Weekdays / Weekends Classroom / Online / Corporate

Online / Classroom

IT Training Programme

Duration 40 hours

Batch Type Weekdays / Weekends

Mode of Training Classroom / Online / Corporate

Locations Pune, Bangalore, Kochi

Language English

Certification Globally Recognized

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100% placement assistance

What you'll learn

Understand core concepts and architecture from the ground up

Get hands-on with the tools used by working professionals

Build real-world projects you can add to your portfolio

Learn industry best practices and coding standards

Practice with real datasets and real-world scenarios

Prepare for certification and technical interviews

Work on collaborative, team-based exercises

Apply performance tuning and optimization techniques

Understand how the technology fits into a larger ecosystem

Complete assignments reviewed by mentors

Programme Overview

8 sections covering the complete curriculum — a single, progressive learning arc.

40 hours

Training Duration

Core Modules

130

Total Lessons

4.4★

Average Rating

50K+

Students Trained

Foundations & Core Concepts

Get hands-on with the fundamentals and architecture — the building blocks for everything that follows.

Fundamentals Architecture Setup

Hands-On Practical Training

Work through real exercises and assignments designed to mirror what you will do on the job.

Practicals Assignments Labs

Real-World Projects

Apply what you have learned to end-to-end projects that go straight into your portfolio.

Projects Portfolio Case Studies

Advanced Techniques

Go beyond the basics with advanced concepts, integrations and production-grade practices.

Advanced Integration Best Practices

Ecosystem Integration

Understand how this technology connects with the broader tools and platforms used in the industry.

Ecosystem Tools Platforms

Performance & Interview Prep

Master optimization techniques and prepare for the technical interview questions employers actually ask.

Optimization Interview Prep Certification

Who is this programme for?

Whether you're already writing code, working with data, or supporting applications today — this programme is built to take you into a Microsoft Functional consultant - Dynamics 365 role.

Software Developers

Engineers who want to add this skill set to their toolkit

Analysts & Consultants

Professionals moving into a more technical, hands-on role

IT Professionals

System admins and support engineers upskilling into a new domain

Fresh Graduates

CS/IT graduates aiming for a job-ready technical role

Course Curriculum

8 sections • 130 lessons • 40 hours

Jump to Section

Total Duration

40 hours

100% Practical · Unlimited Doubt Sessions

01 Configure field service applications

Define and configure core field service components

• Define and configure key required security roles

• Configure territories, postal codes, and organizational units

• Configure characteristics and proficiency models

• Implement resource roles and categories

• Enable conditional Field Service settings

• Enable Microsoft Teams Integration

Configure product and service pricing

• Define required product and service types

• 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

Configure bookable resources

• Manage bookable resources

• Configure geocoding

• Define start and end locations for resources

• Determine the types of addresses to use

• Configure pay types and rates

• Configure working hours and working hour templates

• Manage time off requests

• Enable technician time tracking

Schedule multiple resources

• Determine the types of resources required

• Describe use cases for resource pools, crews, and Requirement groups

• Define Requirement groups and Requirement group templates

• Set up resource pools and crews

Integrate other tools with Dynamics 365 Field Service

• Implement Dynamics 365 Remote Assist for use with Dynamics 365 Field Service

• Configure and use Dynamics 365 Remote Assist one-time call

• Use Dynamics 365 Guides with work orders

Create and configure field service visualizations

• Configure dashboards

• Design and create field service charts

• Design reports by using the Report Wizard

• Design, create, and share Power BI reports and dashboards

• Understand the key Field Service Analytics and Insights work order summary metrics

02 Manage work orders

Describe the work order lifecycle

• Configure work orders, including work order types and work order resolutions

• Configure work order lifecycle stages

• Configure booking status and work order status values

• Configure uses and capabilities for billing accounts, service accounts, and functional locations

Create and manage work orders

• Create a work order

• Add status and sub-status information to a work order

• Organize work orders and resources by geography

• Associate a work order with a price list, Service Level Agreement, and entitlement

• Close a work order

• Collaborate on work orders by using Microsoft Teams

• Prepare work order summary reports

• Configure work order resolutions

• Manage work order costs using not-to-exceed

Manage incidents

• Configure incident types and suggestions

• Assign requirement group templates to incident types

• Add service tasks to incidents

• Add products and services to incidents

Create and manage agreements

• Determine when to use agreements

• Define and configure agreement preferences and settings

• Configure automatic generation of work orders

• Configure booking preferences

• Configure agreement invoicing

• Create entitlements for agreements

Manage inspections

• Create inspections and ad hoc inspections

• Associate inspections with work orders and customer assets

• Describe use cases for analyzing results of inspections

• Create inspection templates

• Run reports on inspections

03 Schedule and dispatch work orders

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”)

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

Manage schedule boards

• Describe use cases for multiple schedule boards

• Configure schedule boards

• Customize a schedule board

Implement the Schedule Assistant

• Apply constraints to resource queries

• Filter data

• Specify a search radius

• Troubleshoot the schedule assistant

Configure Universal Resource Scheduling

• Describe use cases for Universal Resource Scheduling

• Describe the role of resource requirements in scheduling

• Enable scheduling for a table

• Configure geocoding for a custom table

• Manage work hours calendar for requirements

• Describe booking timestamps, booking journals, and actuals

04 Manage the Dynamics 365 Field Service mobile app

Describe the capabilities of the mobile app

• Deploy the mobile app

• Complete work orders

• Service and maintain customer assets

Set up the mobile app

• Configure security roles

• Customize the mobile app including forms, views, pages, and site maps

• Enable and configure location tracking and geofencing

• Configure offline profiles and synchronization features

• Configure deep linking

• Configure push notifications

• Configure barcode features

05 Manage inventory and purchasing

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

Manage purchasing and product returns

• Describe the purchase order process

• Create purchase orders

• Create a list of receivable products for a purchase order

• Determine product return options

• Create return merchandise authorizations (RMAs)

• Create return to vendor (RTV) transactions

• Finalize returns

06 Manage Connected Field Service and customer assets

Implement Connected Field Service

• Describe IoT deployment options

• Identify use cases for Connected Field Service

• Manage and associate IoT devices

• Configure security roles for Connected Field Service

Define and configure customer assets

• Describe uses for customer assets

• Create and manage customer assets

• Configure products to enable automatic creation of customer assets

• Associate work orders with customer assets

• Create child assets

• Configure 3D asset models

• Define functional locations

07 Implement Microsoft Power Platform

Configure model-driven apps

• Create and configure forms

• Create and configure views

• Configure site maps

Create custom apps and automation

• Create task-specific canvas apps and custom pages

• Embed apps in Dynamics 365 Field Service

• Use custom Power Automate cloud flows to automate tasks and enhance Field Service

08 Manage customer experiences

Configure Microsoft Power Pages

• Configure Field Service customer experience portal

• Configure self-service scheduling

• Configure pre-built Power Automate flows

• Track technician location

Capture customer feedback by using Customer Voice

• Create a survey

• Trigger distribution of a survey

• Apply formatting and branding to a survey

• Describe and analyze survey results including CSAT and Net Promoter Score (NPS)

• Describe survey elements including question types

Tools & Technologies

Every tool listed here is installed, configured and used in a hands-on lab session.

Core Tools

Hands-On Labs

Practical Environment

Industry-Standard Tools

Real-World Setup

Guided Exercises

Skill Building

Sample Datasets

Practice Material

Practice & Projects

Mini Projects

Applied Practice

Assignments

Mentor Reviewed

Doubt Sessions

Live Support

Career Readiness

Resume Building

Career Support

Mock Interviews

Interview Prep

Certification Prep

Global Recognition

Deployment & Delivery

Production Practices

Real-World Ready

Best Practices

Industry Standards

130+

Hands-On Lessons

Core Modules

40 hours

Training Duration

100%

Practical Training

You don't just learn Dynamics 365 Field Service Functional Consultant. You ship it.

Three major projects, each mirroring how production teams actually work — from guided foundations to a portfolio-ready capstone.

PROJECT // 01

Guided Foundation Project

→Requirement Analysis

→Guided Implementation

→Mentor Review

→Iteration

Foundation Beginner

Apply the fundamentals in a structured, mentor-reviewed project

Take the core concepts from the first half of the curriculum and apply them to a realistic scenario, with guidance and feedback from your mentor at every step.

Structured project brief

Step-by-step implementation

Mentor feedback and review

Documented outcome

Stack Core Concepts Best Practices

PROJECT // 02

Applied Practice Project

→Scenario Design

→Independent Build

→Testing & Validation

→Peer Review

Applied Intermediate

Build a more independent project mirroring real production scenarios

Work through a project that combines multiple concepts from the curriculum, closer to how work is actually structured on the job — less hand-holding, more ownership.

End-to-end implementation

Testing and validation

Documentation

Peer/mentor review

Stack Applied Skills Testing

PROJECT // 03

Capstone Project

→Planning

→End-to-End Build

→Review & Refinement

→Presentation

Capstone Advanced

Take a project from requirements to a polished, portfolio-ready deliverable

Your final project — plan, build, test and present a complete solution using everything covered in the curriculum, reviewed by mentors before you graduate.

Complete working solution

Presentation-ready documentation

Mentor sign-off

Portfolio-ready deliverable

Stack Full Curriculum Portfolio

All 3 projects go directly into your portfolio & resume — reviewed by mentors before you graduate.

See Sample Project Reports

Upcoming Batches

No upcoming batches scheduled right now. Enquire to get notified.

Why Radical Technologies

Live Online Training

Highly practical oriented training
Installation support on your system
24/7 Email and Phone support
100% Placement Assistance
Global Certification Preparation
Trainer-Student Interactive Portal
Assignments and Projects by Mentors

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Live Classroom Training

Weekend / Weekdays / Morning / Evening batches
80:20 Practical and Theory ratio
Real-life Case Studies
Easy make-up for missed sessions
PSI | Kryterion | Redhat Test Centers
Lifetime Video Classroom Access (coming soon)
Resume Prep and Mock Interviews

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Self-Paced Training

Learn 300+ courses at your own time
50,000+ Satisfied Learners
Course Completion Certificate
Practical Labs available
Mentor Support available
Doubt Clearing Session available
10% Discounted Global Certification

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Global Certification

Radical Technologies is the leading IT certification institute in Pune, offering globally recognized certifications across various domains. With expert trainers and comprehensive materials, we ensure students gain in-depth knowledge and hands-on experience to excel in their careers. Our certification programs are tailored to meet industry standards — from cloud technologies to data science — empowering individuals to stay ahead in the ever-evolving tech landscape.

Career Services

At Radical Technologies, we are committed to your success beyond the classroom. Our 100% Job Assistance program ensures that you are not only equipped with industry-relevant skills but also guided through the job placement process. With personalised resume building, interview preparation, and access to our extensive network of hiring partners, we help you take the next step confidently into your IT career.