Use this quick start guide to collect all the information about Microsoft Field Service (MB-240) Certification exam. This study guide provides a list of objectives and resources that will help you prepare for items on the MB-240 Microsoft Dynamics 365 Field Service Functional Consultant exam. The Sample Questions will help you identify the type and difficulty level of the questions and the Practice Exams will make you familiar with the format and environment of an exam. You should refer this guide carefully before attempting your actual Microsoft MCA Dynamics 365 - Field Service Functional Consultant certification exam.
The Microsoft Field Service certification is mainly targeted to those candidates who want to build their career in Microsoft Dynamics 365 domain. The Microsoft Certified - Dynamics 365 Field Service Functional Consultant Associate exam verifies that the candidate possesses the fundamental knowledge and proven skills in the area of Microsoft MCA Dynamics 365 - Field Service Functional Consultant.
Microsoft Field Service Exam Summary:
| Exam Name | Microsoft Certified - Dynamics 365 Field Service Functional Consultant Associate |
| Exam Code | MB-240 |
| Exam Price | $165 (USD) |
| Duration | 120 mins |
| Number of Questions | 40-60 |
| Passing Score | 700 / 1000 |
| Books / Training | MB-240T00-A: Microsoft Dynamics 365 Field Service |
| Schedule Exam | Pearson VUE |
| Sample Questions | Microsoft Field Service Sample Questions |
| Practice Exam | Microsoft MB-240 Certification Practice Exam |
Microsoft MB-240 Exam Syllabus Topics:
| Topic | Details |
|---|---|
Configure field service applications (20-25%) |
|
| Configure core field service components |
- Configure key required security roles - Configure territories, postal codes, and organizational units - Configure characteristics and proficiency models - Implement resource roles and categories - Modify default Field Service settings - Configure trades and trade coverages - Configure not-to-exceed values - Configure Copilot summary |
| Configure product and service pricing |
- Create and configure 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 |
| Configure bookable resources |
- Create and manage bookable resources, including frontline workers - Configure start and end locations for resources - Configure pay types and rates - Configure working hours and working hour templates - Manage time off requests - Enable technician time tracking - Configure facilities and equipment |
| Configure scheduling of multiple resources |
- Configure and apply Requirement group templates - Set up resource pools and crews - Schedule and visualize pools, crews, and Requirement groups on the schedule board |
| Integrate other tools with Field Service |
- Implement Dynamics 365 Remote Assist for use with Field Service - Set up and use Dynamics 365 Remote Assist one-time call - Use Dynamics 365 Guides with work orders |
Manage work orders and customer assets (25-30%) |
|
| Configure the work order lifecycle |
- Configure work order types and work order resolutions - Configure booking status and work order sub-status values |
| 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, including attaching a work order resolution - Create a work order by using Microsoft 365 Copilot in Outlook |
| 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 |
- Configure agreements - Configure automatic generation of work orders - Configure agreement bookings - Configure agreement invoicing - Create entitlements for agreements |
| Manage inspections |
- Create inspections - Associate inspections with work orders and customer assets - Create inspection templates - Create inspections without work orders |
| Configure customer assets |
- Create and manage customer assets - Configure products to enable automatic creation of customer assets - Create child assets - Configure 3D asset models - Create and manage functional locations - Configure properties and property templates |
Schedule and dispatch work orders (15-20%) |
|
| Manage scheduling options |
- Schedule work orders by using the schedule board and schedule assistant - Configure fulfillment preferences - Configure quick scheduling ("quick book") - Configure resource requirements for multi-day scheduling |
| Configure, customize, and manage schedule boards |
- Configure the Requirements panel - Configure the integrated map feature - Manually schedule work orders - Configure and manage schedule boards, including customizing views - Customize a schedule board |
| Configure the schedule assistant |
- Configure schedule assistant settings - Apply filtering constraints - Troubleshoot the schedule assistant |
| Configure Universal Resource Scheduling |
- Enable scheduling for a table, including configuring the metadata - Configure geocoding for a custom table - Manage work hours calendar for requirements - Configure booking timestamps, booking journals, and actuals |
Manage the Field Service mobile app (5-10%) |
|
| Deliver work orders by using the mobile app |
- Complete work orders, including tasks, booking statuses, follow-up work orders, signatures, images, and Field Service technician reports - Service and maintain customer assets, including IoT devices - Perform inspections, including adding ad hoc inspections - Manage working offline - Perform time entry - Launch related apps, including Dynamics 365 Remote Assist and Guides |
| Set up the mobile app |
- Configure security roles - Customize the mobile app including forms, views, pages, and navigation - Enable and configure location tracking and geofencing - Configure offline profiles and synchronization features - Configure push notifications - Configure barcode features - Install the mobile app - Configure technician service reports |
Manage inventory and purchasing by using the built-in inventory management system (5-10%) |
|
| 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 |
- Create purchase orders - Create a list of receivable products for a purchase order - Create return merchandise authorizations - Create return to vendor transactions - Finalize returns |
Implement Microsoft Power Platform (5-10%) |
|
| Configure model-driven apps |
- Create and configure forms - Create and configure views - Configure navigation |
| Create custom apps and automations |
- Create task-specific canvas apps and custom pages - Embed apps in Field Service - Use Power Automate cloud flows to automate tasks and enhance Field Service |
To ensure success in Microsoft MCA Dynamics 365 - Field Service Functional Consultant certification exam, we recommend authorized training course, practice test and hands-on experience to prepare for Microsoft Dynamics 365 Field Service Functional Consultant (MB-240) exam.