Exam MB-240: Microsoft Dynamics 365 Field Service Functional Consultant
Proctored certification exam with Microsoft’s standard exam experience.
- Type
- Written
Passing score: 700 Scaled score
Exam sections
Configure field service applications
Set up security for user groups, territories, and org units. Configure resources, including roles, pay types, and technician tracking. Manage products, services, and multi-resource scheduling via pools and crews. Integrate Remote Assist and Guides to enhance field service delivery.
Preparation tips
Focus on setting up security, territories, and bookable resources, as well as configuring multi-resource scheduling and application integrations.
Manage work orders and customer assets
Define work order types, incident types, and booking statuses. Manage the work order lifecycle using SLAs, entitlements, and Copilot. Set up customer assets with functional locations and properties. Build inspection templates to ensure quality and compliance across service operations.
Preparation tips
Master the lifecycle of work orders, incident types, and the configuration of customer assets and inspections for effective service management.
Schedule and dispatch work orders
Utilize the schedule board and assistant to dispatch resources efficiently. Configure fulfillment preferences and multi-day requirements. Customize board views and adjust assistant settings to optimize resource matching based on skills, locations, and availability.
Preparation tips
Understand the nuances of the schedule board and schedule assistant, including how to optimize resource dispatching and handle multi-day requirements.
Manage the Field Service mobile app
Deliver work orders through the mobile application, capturing signatures, images, and technician reports. Configure app security, customize forms and views, and enable offline profiles, location tracking, and push notifications to support frontline workers in the field.
Preparation tips
Gain proficiency in configuring the mobile app for frontline workers, including offline profiles, security roles, and mobile-specific functionality.
Manage inventory and purchasing
Configure warehouses and manage inventory through adjustments, transfers, and journals. Process purchase orders, receive products, and handle returns using RMA and RTV processes to maintain accurate stock levels and streamline the field service supply chain.
Preparation tips
Ensure you understand inventory management processes, warehouse setup, and the lifecycle of purchase orders and returns within Dynamics 365.
Implement Microsoft Power Platform
Tailor model-driven apps by creating custom forms, views, and navigation. Build and embed task-specific canvas apps and custom pages within Field Service. Utilize Power Automate cloud flows to automate business processes and extend core application functionality.
Preparation tips
Learn how to leverage Power Apps and Power Automate to extend the capabilities of Field Service and automate key business processes.
