Potential Candidates and Their Abilities
The MB-240 test is created for the Microsoft Dynamics 365 Customer Engagement Functional Consultants who already have some field service expertise. The individuals who aspire to take this certification exam should have the ability to accomplish the following technical tasks:
- Manage assets and agreements;
- Schedule and dispatch work orders;
- Manage inventory and purchasing;
- Manage field service mobility.
- Configure field service applications;
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
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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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Microsoft MB-240 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Configure Field Service (20-25%) | 20-25% | - Implement security roles and field service settings - Configure work order types and incident types - Configure pricing, billing, and cost entities - Configure Field Service organizations and structures - Configure scheduling configurations and booking setup - Set up and configure resource characteristics and skills - Set up and configure customer assets |
| Manage Field Service Mobile Application (10-15%) | 10-15% | - Configure resource and technician mobile experiences - Configure Field Service Mobile app settings - Manage mobile forms and workflows - Handle offline capabilities and synchronization |
| Manage Asset and Connected Field Service (5-10%) | 5-10% | - Implement connected field service scenarios - Process IoT alerts and work order creation - Manage asset IoT connections and monitoring - Configure IoT integrations and alerts |
| Manage Inventory and Procurement (15-20%) | 15-20% | - Process purchase orders and returns - Configure product inventory and item associations - Manage inventory levels and stock locations - Configure warehouse and inventory settings - Handle inventory adjustments and transfers |
| Scheduling and Dispatch (20-25%) | 20-25% | - Optimize schedules using resource scheduling optimization - Handle scheduling conflicts and rescheduling - Schedule work orders using various methods - Configure map view and route optimization - Configure schedule board and board features - Manage scheduling options and requirements |
| Manage Work Orders (20-25%) | 20-25% | - Create and manage work orders - Manage work order reporting and analytics - Configure work order lifecycle and statuses - Handle work order incidents and resolutions - Manage work order products, services, and notes - Process work order inspections and recommendations |
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