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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.
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Work Orders Scheduling and Dispatch: 25-30%
- Optimizing Resource Scheduling: The test takers need to possess the knowledge of the resource optimization process, constraints, and objectives, as well as optimization profiles.
- 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.
- 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.
- 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.
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
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Microsoft MB-240 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Manage Work Orders (20-25%) | 20-25% | - Process work order inspections and recommendations - Handle work order incidents and resolutions - Manage work order reporting and analytics - Manage work order products, services, and notes - Configure work order lifecycle and statuses - Create and manage work orders |
| Topic 2: Configure Field Service (20-25%) | 20-25% | - Configure scheduling configurations and booking setup - Configure Field Service organizations and structures - Configure work order types and incident types - Set up and configure customer assets - Implement security roles and field service settings - Configure pricing, billing, and cost entities - Set up and configure resource characteristics and skills |
| Topic 3: Manage Field Service Mobile Application (10-15%) | 10-15% | - Handle offline capabilities and synchronization - Configure Field Service Mobile app settings - Configure resource and technician mobile experiences - Manage mobile forms and workflows |
| Topic 4: Scheduling and Dispatch (20-25%) | 20-25% | - Manage scheduling options and requirements - Optimize schedules using resource scheduling optimization - Handle scheduling conflicts and rescheduling - Configure schedule board and board features - Configure map view and route optimization - Schedule work orders using various methods |
| Topic 5: Manage Asset and Connected Field Service (5-10%) | 5-10% | - Manage asset IoT connections and monitoring - Implement connected field service scenarios - Configure IoT integrations and alerts - Process IoT alerts and work order creation |
| Topic 6: Manage Inventory and Procurement (15-20%) | 15-20% | - Process purchase orders and returns - Manage inventory levels and stock locations - Configure warehouse and inventory settings - Handle inventory adjustments and transfers - Configure product inventory and item associations |
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