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Microsoft MB-240 Exam Topics, Blueprint and Syllabus

Microsoft Dynamics 365 for Field Service

Last Update November 25, 2024
Total Questions : 196

Our Dynamics 365 for Field Service Functional Consultant Associate MB-240 exam questions and answers cover all the topics of the latest Microsoft Dynamics 365 for Field Service exam, See the topics listed below. We also provide Microsoft MB-240 exam dumps with accurate exam content to help you prepare for the exam quickly and easily. Additionally, we offer a range of Microsoft MB-240 resources to help you understand the topics covered in the exam, such as Dynamics 365 for Field Service Functional Consultant Associate video tutorials, MB-240 study guides, and MB-240 practice exams. With these resources, you can develop a better understanding of the topics covered in the exam and be better prepared for success.

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Microsoft MB-240 Exam Overview :

Exam Name Microsoft Dynamics 365 for Field Service
Exam Code MB-240
Actual Exam Duration The Microsoft MB-240 exam is a one-hour exam that consists of 40-60 multiple-choice and case study questions.
What exam is all about The Microsoft MB-240 exam is a Microsoft Certified Professional (MCP) exam that tests a candidate's knowledge and skills in developing and deploying Microsoft Dynamics 365 Customer Engagement (CRM) solutions. The exam focuses on the development of customizations and extensions to the Dynamics 365 platform, as well as the integration of Dynamics 365 with other applications and services.
Passing Score required The passing score for the Microsoft MB-240 exam is 700 out of 1000.
Competency Level required The Microsoft MB-240 exam is designed to assess the skills and knowledge of candidates in the areas of Dynamics 365 Customer Engagement Core. To pass this exam, candidates should have a fundamental understanding of the Dynamics 365 Customer Engagement Core components and the ability to configure and customize the system to meet customer requirements. Candidates should also have a working knowledge of the Dynamics 365 Customer Engagement Core data model, security model, and integration capabilities.
Questions Format The Microsoft MB-240 exam consists of multiple-choice, drag-and-drop, and build list questions.
Delivery of Exam The Microsoft MB-240 exam is delivered through the Microsoft Certification Exam Delivery System (CEDS). The exam is available in two formats: online proctored and in-person proctored.
Language offered English, Japanese, German, French, Spanish, Portuguese (Brazil), Italian, Chinese (Simplified)
Cost of exam The cost of the Microsoft MB-240 exam is $165 USD.
Target Audience The Microsoft MB-240 exam is designed for individuals who are looking to become a Microsoft Dynamics 365 for Customer Engagement Functional Consultant. This exam is intended for individuals who have experience with customer engagement solutions, including sales, customer service, field service, and project service automation. Candidates should have a strong understanding of the Dynamics 365 platform, including the customization and configuration of Dynamics 365 applications.
Average Salary in Market The average salary for a Microsoft MB-240 certified professional is around $90,000 per year.
Testing Provider Microsoft does not provide MB-240 exam for testing. The MB-240 exam is a certification exam offered by Microsoft to validate the skills and knowledge of Dynamics 365 Customer Engagement Functional Consultants. To take the exam, you must register with a Microsoft Partner or Learning Partner.
Recommended Experience The recommended experience for the Microsoft MB-240 exam is at least one year of experience in the field of Dynamics 365 Customer Engagement. This includes experience in configuring, customizing, and managing Dynamics 365 Customer Engagement applications, as well as experience in using the Power Platform. Additionally, experience in customer service, sales, marketing, and customer engagement processes is recommended.
Prerequisite The Microsoft MB-240 exam requires that you have a basic understanding of Microsoft Dynamics 365 Customer Engagement, including the concepts of customer service, sales, marketing, and customer engagement. Additionally, you should have a working knowledge of the Microsoft Dynamics 365 platform, including the Power Platform, and have experience with the Dynamics 365 applications.
Retirement (If Applicable) Microsoft does not provide an expected retirement date for the MB-240 exam. However, Microsoft recommends that you stay up to date on the latest certification requirements and exam information.
Certification Track (RoadMap): The Microsoft MB-240 exam is part of the Microsoft Dynamics 365 for Customer Service certification track. This exam tests a candidate’s knowledge and skills in configuring, managing, and troubleshooting the Dynamics 365 for Customer Service application. The exam is designed to assess a candidate’s ability to configure and manage customer service processes, configure customer service applications, and troubleshoot customer service applications. The certification track roadmap for the MB-240 exam includes the following: 1. Microsoft Dynamics 365 Fundamentals (MB-900) 2. Microsoft Dynamics 365 for Customer Service (MB-240) 3. Microsoft Dynamics 365 for Field Service (MB-240) 4. Microsoft Dynamics 365 for Project Service Automation (MB-240) 5. Microsoft Dynamics 365 for Retail (MB-240) 6. Microsoft Dynamics 365 for Talent (MB-240) 7. Microsoft Dynamics 365 for Finance and Operations (MB-240) 8. Microsoft Dynamics 365 for Sales (MB-240) 9. Microsoft Dynamics 365 for Marketing (MB-240) 10. Microsoft Dynamics 365 for Supply Chain Management (MB-240)
Official Information https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
See Expected Questions Microsoft MB-240 Expected Questions in Actual Exam
Take Self-Assessment Use Microsoft MB-240 Practice Test to Assess your preparation - Save Time and Reduce Chances of Failure

Microsoft MB-240 Exam Overview :

Exam Name Microsoft Dynamics 365 for Field Service Exam
Exam Code MB-240
Official Information https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
See Expected Questions Microsoft MB-240 Expected Questions in Actual Exam
Take Self-Assessment Use to Assess your preparation - Save Time and Reduce Chances of Failure

Microsoft MB-240 Exam Topics :

Section Weight Objectives
Configure field service applications 15–20% 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
  • configure technician time tracking
Configure product and service pricing
  • define required product and service types
  • configure minimum charge amounts and durations
  • determine when a product has a default list price and a work order price list
  • associate products and services with price lists
  • define tax codes
Configure bookable resources
  • manage bookable resources
  • enable mapping functionality
  • 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
  • describe use cases for resource pools, crews, and resource groups
  • define resource groups and resource group templates
  • set up resource pools and crews
  • configure technician location tracking
Integrate other tools with Field Service
  • use Power Automate flows to automate tasks and enhance Dynamics 365 Field Service
  • describe use cases for collecting customer feedback by using Dynamics 365 Customer Voice
  • implement Dynamics 365 Remote Assist for use with Dynamics 365 Field Service
  • configure and use Remote Assist one-time call
  • use Guides with work orders
  • integrate with Dynamics 365 Supply Chain Management
Manage work orders 15-20% Describe the work order lifecycle
  • configure work orders
  • configure work order lifecycle stages
  • configure booking status and work order status values
  • configure uses and capabilities for billingaccounts, service accounts, and functional locations
  • understand the key work order summary metrics on the Field Service Insights Dashboard
Create and manage work orders
  • create a work order from an incident 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
  • identify processes required to close a work order
  • close a work order
  • use key field service metrics dashboard
  • configure asset hierarchy and location on a work order
  • configure and add work order resolutions
Manage incidents
  • configure incident types
  • 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 bookings
  • create bookings
  • create invoices
  • create service-level agreements (SLAs) and entitlements for agreements
Create anduse inspections
  • create inspections
  • associate inspections to work orders
  • complete inspections through Field Service Mobile
  • describe use cases for analyzing results of inspections
Schedule and dispatch work orders 25-30% Manage scheduling options
  • schedulework orders using Schedule Board and Schedule Assistant
  • determine when to use each scheduling option
  • configure fulfillment preferences
  • configure Quick book
  • describe use cases for predictive work duration
  • describe use cases for predictive travel time
  • describe scenarios to modify and use the enhance work hours calendar for requirements
  • describe use cases for implementing the technician locator functionality
  • describe use cases for implementing travel outside of working hours
  • describe use cases for appointmentscheduling on Microsoft Outlook

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 use cases for travel outside of working hours

Implement the Schedule Assistant
  • apply constraints to resource queries
  • filter data
  • specify a search radius
  • troubleshoot the Schedule Assistant
Optimize resource scheduling
  • describe the resource optimization process
  • define objectives and constraints
  • create optimization profiles
  • describe uses for embedded optimizer within the schedule board
Configure Universal Resource Scheduling
  • describe use cases for Universal Resource Scheduling
  • create Power Automate flows to populate data in requirements records
  • create requirement views
  • enable scheduling for an entity
  • restrict booking status values for an entity by using andoption set
  • configure geocoding for a custom entity
  • manage work hours calendar for requirements
  • enable Outlook appointment scheduling
Manage inventory and purchasing 5-10% Manage customer assets
  • configure uses for customer assets
  • create and register customer assets
  • configure products to enable automatic creation of customer assets
  • associate work orders with customer assets
  • create child assets
  • configure 3D asset models
  • use functional locations
  • configure asset properties
Manage inventory and warehouses
  • set up inventory and warehouses
  • view product inventory
  • adjust inventory levels
  • transfer inventory between warehouses
  • determine when to integrate inventory with Enterprise Resource Planning application
  • 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)
  • finalize returns
Implement Connected Field Service 10-15% Describe use cases for Internet of Things (IoT)
  • identify use cases for IoT
  • describe IoT components
  • identify user cases for Connected Field Service on Field Service Mobile application
Implement Connected Field Service with IoT Hub
  • manage IoT devices
  • manage security roles for Connected Field Service
Manage field service mobility 10-15% Install the mobile application
  • identify pre-requisites and supported platforms
  • install and sign into the Field Service Mobile application
  • work offline
  • use Dynamics 365 Field Service Mobile app and Connected Field Service
  • use Dynamics 365 Field Service Mobile app and Dynamics 365 Remote Assist

Configure the mobile application
  • configure actions that field agents can perform
  • configure steps for Field Service Mobile application
  • configure Field Service Mobile application functions for technicians
  • configure the Booking and Work Order forms
  • configure offline data and sync filters
  • customize global search and enable scan to search
  • customizing Mobile Offline capabilities
  • set up and configure technician push notifications
  • use and capture technician time tracking on Dynamics 365 Field Service Mobile app
  • set up knowledge articles to work on mobile
  • configure knowledge articles for offline