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Introduction to MB-240: Microsoft Dynamics 365 for Field Service Exam
Candidates for MB-240 Exam are seeking to prove fundamental Microsoft Dynamics 365 knowledge and skills. Before taking this exam, exam aspirants ought to have a solid fundamental information of the concepts shared in preparation guide.
It is suggested that professionals accustomed to the ideas and also the technologies represented here by taking relevant training courses. Candidates are expected to have some hands-on experience with configure geocoding, defining taxcodes, configuring service and product pricing, managing work orders, managing incidents, configuring service task types, implementing schedule board. After passing this exam, candidates get a certificate from Microsoft that helps them to demonstrate their proficiency in Mobility and Devices Fundamentals to their clients and employers.
Skills measured
- Manage field service mobility (10-15%)
- Manage inventory and purchasing (5-10%)
- Manage work orders (15-20%)
- Configure field service applications (15-20%)
- Schedule and dispatch work orders (25-30%)
- Implement Connected Field Service (10-15%)
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
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Inventory & Purchasing Management: 5-10%
- Operating Customer Assets: The test takers should demonstrate their skills in creating child assets, configuring asset properties, 3D asset forms, and uses for the customer assets.
- Operating Inventory & Warehouses: This subtopic covers the learners’ skills in viewing product inventory, setting up warehouses and inventory, adjusting inventory, and updating inventory manually with the use of inventory journals.
- Operating Purchasing & Product Returns: The examinees will be required to demonstrate competence in creating purchase orders, determining product return alternatives, explaining purchase order processes, as well as finalizing returns.
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Microsoft MB-240日本語 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Configure field service applications | 20–25% | - Configure service agreements, booking rules, and settings - Configure incident types, service tasks, and products - Configure resources, resource types, and resource roles - Configure core settings and administration areas |
| Manage work orders and customer assets | 25–30% | - Manage work order products, services, and skills requirements - Create and manage work orders, work order types, and statuses - Process work order lifecycle: creation, assignment, completion, and closure - Manage customer assets, asset hierarchies, and service history |
| Implement Microsoft Power Platform | 5–10% | - Extend functionality with customizations and solutions - Configure and use connected field service and IoT features - Integrate with Power Apps, Power Automate, and Power BI |
| Manage inventory and purchasing | 5–10% | - Process inventory transactions: receive, transfer, adjust, and consume - Configure inventory settings, warehouses, and product catalog - Manage purchasing, purchase orders, and vendor returns |
| Schedule and dispatch work orders | 15–20% | - Use schedule board, schedule assistant, and resource optimization - Manage bookings, resource availability, and conflicts - Configure and use resource scheduling optimization (RSO) - Configure scheduling parameters, booking statuses, and requirements |
| Manage the Field Service mobile app | 5–10% | - Manage mobile user access, security, and synchronization - Install, configure, and deploy mobile app - Customize mobile forms, views, and offline capabilities |
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