The Microsoft MB-240: Microsoft Dynamics 365 Field Service validates the candidates’ skills and knowledge required for the implementation of solutions that manage resources the aim of which is to complete the field service lifecycle. The test is a part of the requirements for the achievement of the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification. The PL-200 exam is another evaluation to clear to obtain this accreditation.

Intended Audience

The Microsoft MB-240 is designed for the individuals performing the job role of a Dynamics 365 Customer Engagement Functional Consultant. These professionals are responsible for implementing the field service processes that are developed in cooperation with external or internal teams. This cooperation comprises such tasks as the configuration of the default administration areas related to the Field Service app, the deployment of IoT solution and mobile app, as well as the implementation of any extra customizations required. The responsibilities of Dynamics 365 Customer Engagement Functional Consultants also include configuring and deploying the Field Service app along with the key customer service app.

Prerequisite Knowledge

The candidates for the MB-240 evaluation must be familiar with the configuration and customization of components for the Field Service app. These include configuring services, service agreements, resources, characteristics, incidents, work orders, inventory integration, resource scheduling, field service, user roles for field service, and more. The applicants should also have an understanding of the mobile application based on the Microsoft Power Apps.

Exam Details

The Microsoft MB-240 exam contains 40-60 questions. The time allocated for completion of the exam is 1 hour and 40 minutes. The candidates are required to gain at least 700 points out of 1000 available to pass the test and qualify for the associated certificate. The evaluation is given to test-takers in two languages, English and Japanese, and requires them to pay $165 as a registration fee. The exam cost may slightly vary depending on the country where it is proctored. The actual pricing for a particular location can be checked on the official exam webpage.

Exam objectives

There are six knowledge areas that must be thoroughly studied by every candidate preparing for the MB-240 evaluation. These are described below:

• Configuring field service apps

  This section focuses on configuring settings, including defining and configuring core needed security roles, determining and configuring resource needed to schedule options, defining required entities, customizing them to ensure they meet requirements, as well as configuring territories, organizational units, proficiency models, technician time tracking, and more. Another subtopic covered here is dedicated to configuring product & service pricing. This delves into determining needed service types & product, configuring minimum amounts and durations for the charge, defining tax codes, etc. Another subtheme covers configuring bookable resources. This encompasses managing bookable resources, enabling mapping functionality, configuring geocoding, defining resource start & end locations, and configuring technician location tracking. Other skills measured in this part include determining the address types to utilize, configuring pay types & rates, and more. Another field touched in the topic is integrating other tools with Field Service, including configuring and using Remote Assist one-time call, utilizing Guides along with work orders, integrating with Dynamics 365 Supply Chain Management, among other abilities.

• Managing work orders

  Within the second chapter, the candidates for the MB-240 evaluation must cover five areas. Describing the lifecycle for a work order is the first subtopic. It deals with configuring work orders and work order lifecycle stages, among other skills. This subtheme is followed by creating and managing work orders. Some fields of interest for this are creating work orders from specific opportunities or incidents, defining processes needed for a work order closure, closing work orders. Another subdomain concerned is managing incidents and this covers configuring incident types, assigning group templates for requirements to incident types, and more. Other fields within this exam section tackle creating and managing agreements as well as creating and using inspections.

• Scheduling and dispatching work orders

  The third domain includes five subtopics. The first one deals with managing scheduling options. Some abilities covered here are scheduling work orders with the use of Schedule Board or Schedule Assistant, configuring Quick book, describing use cases related to the duration of predictive work, and more. The next subdomain is dedicated to executing schedule boards. A few matters covered include identifying features and uses associated related to the Booking Requirements view, manually scheduling work orders, configuring schedule boards, and others. The remaining areas within this chapter cover executing Schedule Assistant, optimizing resource scheduling, and configuring Universal Resource Scheduling.

• Managing field service mobility

  The first subtopic in this domain reviews installing a mobile app. This includes identifying pre-requisites as well as supported platforms, working offline, installing and signing into the Field Service Mobile app, and more. The second subsection tackles configuring the mobile app. This encompasses the configuring actions that can be carried out by field agents, configuring the Booking forms & Work Order forms, configuring offline data and sync filters, as well as customizing Mobile Offline capacities, among others.

• Managing inventory & purchasing

  The fifth section of the MB-240 evaluation inquiries into three areas. The first one is managing customer assets. This touches configuring uses related to customer assets, creating and registering customer assets, creating child assets, etc. The second subsection is dedicated to managing inventory & warehouses. This reviews setting up inventory & warehouses, viewing product inventory, adjusting inventory levels, and more. The last area within this chapter explores managing purchasing as well as product returns.

• Executing Connected Field Service

  The sixth and final section of the MB-240 test delves into two areas. Within the first one, candidates discover the description of use scenarios related to IoT. The skills covered include defining use scenarios for IoT, describing the components of IoT, determining user cases related to Connected Field Service on the Field Service Mobile app. The second subtopic investigates executing Connected Field Service along with IoT Hub. This includes managing IoT devices and managing security roles associated with Connected Field Service.

Career Opportunities

Providing the best customer service is the first step towards creating a lucrative business. With the desire of companies to meet the needs of their customers, Dynamics Functional Consultants are now demanded more than ever. Achieving the certificate from the Dynamics 365 suite demonstrates that you have sufficient expertise to implement a solution using out of the box capabilities, application and service integrations, and codeless extensibility. With such capabilities, a professional has no choice but to attract reasonable earnings. ZipRecruiter.com reports that the average pay for a Dynamics Functional Consultant is around $118k yearly.

Career Path

After acing the MB-240 exam and acquiring the associated certificate, you might think of further nurturing your professional skills by becoming a Developer. Therefore, the Microsoft Certified: Power Platform Solution Architect Expert certificate would be ideal. This accreditation requires passing a single PL-600 test.