Work Orders Scheduling and Dispatch: 25-30%
- Implementing Schedule Boards: Here the examinees should have the ability to reschedule and reassign work orders, schedule work orders manually, customize schedule boards, implement integrated map characteristics, and generate driving guidelines for field agents.
- Optimizing Resource Scheduling: The test takers need to possess the knowledge of the resource optimization process, constraints, and objectives, as well as optimization profiles.
- Managing Scheduling Alternatives: The candidates need to have the skills in configuring Quick Book and fulfillment preferences, as well as scheduling work orders with the Schedule Assistant and Schedule Board.
- Configuring Universal Resource Scheduling: This domain will measure competence in creating prerequisite views, enabling scheduling for entities, and managing the work-hours calendar for prerequisites. The subtheme will also evaluate one’s expertise in creating Power Automate flows for the population of data within requirements records.
- Implementing Schedule Assistant: This subject area covers your skills in filtering data, specifying search radiuses, applying restrictions to resource queries, and troubleshooting Schedule Assistants.
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The candidates who want to take MB-240 test know how to implement processes related to field service and they can design them together with external and internal teams. Also, they know how to configure the Field Service application administration areas and have the necessary experience to deploy solutions related to Connected Field Service. Another piece of recommended expertise that the candidates for this test should have focuses on the implementation of additional customizations according to the business requirements. To add more, previous knowledge of configuring and customizing Field Service application components is much appreciated. Also, applicants should be familiar with Field Service resources, incidents, inventory integration, resource scheduling, field service user roles, and Field Service Mobile application configuration.
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
Target Audience
The MB-240 exam is particularly created for Microsoft Dynamics 365 customer engagement and functional consultants that are equipped with Field Service expertise including implementing solutions to manage resources. And given that there are no clear requirements for candidates, with proper training, anyone can take this test and get Microsoft certified.
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Microsoft MB-240 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: 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 |
| Topic 2: Manage work orders and customer assets | 25–30% | - Manage work order products, services, and skills requirements - Process work order lifecycle: creation, assignment, completion, and closure - Manage customer assets, asset hierarchies, and service history - Create and manage work orders, work order types, and statuses |
| Topic 3: Implement Microsoft Power Platform | 5–10% | - Configure and use connected field service and IoT features - Integrate with Power Apps, Power Automate, and Power BI - Extend functionality with customizations and solutions |
| Topic 4: Schedule and dispatch work orders | 15–20% | - Use schedule board, schedule assistant, and resource optimization - Configure scheduling parameters, booking statuses, and requirements - Manage bookings, resource availability, and conflicts - Configure and use resource scheduling optimization (RSO) |
| Topic 5: Manage the Field Service mobile app | 5–10% | - Customize mobile forms, views, and offline capabilities - Manage mobile user access, security, and synchronization - Install, configure, and deploy mobile app |
| Topic 6: Manage inventory and purchasing | 5–10% | - Process inventory transactions: receive, transfer, adjust, and consume - Manage purchasing, purchase orders, and vendor returns - Configure inventory settings, warehouses, and product catalog |




