PDF Version DemoStep 4: Books
Although this is the oldest source to study, books are the most efficient option to prepare for any certification exam. They are considered to be very popular to form or create a strong base for your test. The market place is flooded with guides that can help the applicants build that strong foundation and familiarity with all the exam topics and subtopics. The candidates for Microsoft MB-240 can refer to the books listed below to prepare with great deliberation:
- Exam MB-200 & MB-240: Dynamics 365 for Field Service Functional Consultant Associate.
- Latest Microsoft Dynamics 365 Field Service Exam MB-240 Questions and Answers;
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
Microsoft MB-240 Exam Syllabus Topics:
| Topic | Details |
|---|---|
Configure field service applications (15-20%) | |
| Configure settings | - define and configure key required security roles - define and configure resource required scheduling options - define required entities - customize entities to meet requirements - configure territories, postal codes, and organizational units - determine and configure required skill types - configure characteristics and skills - configure proficiency models - implement resource roles and categories - enable schedule board geocoding - configure technician time tracking |
| Configure product and service pricing | - define required product and service types - configure minimum charge amounts and durations - determine when a product has a default list price and a work order price list - associate products and services with price lists - define tax codes |
| Configure bookable resources | - manage bookable resources - enable mapping functionality - configure geocoding - define start and end locations for resources - determine the types of addresses to use - configure pay types and rates - configure working hours and working hour templates - manage time off requests - describe use cases for resource pools, crews, and resource groups - define resource groups and resource group templates - set up resource pools and crews - configure technician location tracking |
| Integrate other tools with Field Service | - use Power Automate flows to automate tasks and enhance Dynamics 365 Field Service - describe use cases for collecting customer feedback by using Dynamics 365 Customer Voice - implement Dynamics 365 Remote Assist for use with Dynamics 365 Field Service - configure and use Remote Assist one-time call - use Guides with work orders - integrate with Dynamics 365 Supply Chain Management |
Manage work orders (15-20%) | |
| Describe the work order lifecycle | - configure work orders - configure work order lifecycle stages - configure booking status and work order status values - configure uses and capabilities for billing accounts, service accounts, and functional locations - understand the key work order summary metrics on the Field Service Insights Dashboard |
| Create and manage work orders | - create a work order from an incident or an opportunity - add status and sub-status information to a work order - organize work orders and resources by geography - associate a work order and a price list - identify processes required to close a work order - close a work order - use key field service metrics dashboard - configure asset hierarchy and location on a work order - configure and add work order resolutions |
| Manage incidents | - configure incident types - assign requirement group templates to incident types - add service tasks to incidents - add products and services to incidents |
| Create and manage agreements | - determine when to use agreements - define and configure agreement preferences and settings - configure automatic generation of bookings - create bookings - create invoices - create service-level agreements (SLAs) and entitlements for agreements |
| Create and use inspections | - create inspections - associate inspections to work orders - complete inspections through Field Service Mobile - describe use cases for analyzing results of inspections |
Schedule and dispatch work orders (25-30%) | |
| Manage scheduling options | - schedule work orders using Schedule Board and Schedule Assistant - determine when to use each scheduling option - configure fulfillment preferences - configure Quick book - describe use cases for predictive work duration - describe use cases for predictive travel time - describe scenarios to modify and use the enhance work hours calendar for requirements - describe use cases for implementing the technician locator functionality - describe use cases for implementing travel outside of working hours - describe use cases for appointment scheduling on Microsoft Outlook |
| Implement schedule boards | - identify features and uses for Booking Requirements view - implement the integrated map feature - manually schedule work orders - reassign and reschedule work orders - move incomplete work orders - generate driving instructions for field agents - configure schedule boards - customize the schedule board - describe use cases for travel outside of working hours |
| Implement the Schedule Assistant | - apply constraints to resource queries - filter data - specify a search radius - troubleshoot the Schedule Assistant |
| Optimize resource scheduling | - describe the resource optimization process - define objectives and constraints - create optimization profiles - describe uses for embedded optimizer within the schedule board |
| Configure Universal Resource Scheduling | - describe use cases for Universal Resource Scheduling - create Power Automate flows to populate data in requirements records - create requirement views - enable scheduling for an entity - restrict booking status values for an entity by using and option set - configure geocoding for a custom entity - manage work hours calendar for requirements - enable Outlook appointment scheduling |
Manage field service mobility (10-15%) | |
| Install the mobile application | - identify pre-requisites and supported platforms - install and sign into the Field Service Mobile application - work offline - use Dynamics 365 Field Service Mobile app and Connected Field Service - use Dynamics 365 Field Service Mobile app and Dynamics 365 Remote Assist |
| Configure the mobile application | - configure actions that field agents can perform - configure steps for Field Service Mobile application - configure Field Service Mobile application functions for technicians - configure the Booking and Work Order forms - configure offline data and sync filters - customize global search and enable scan to search - customizing Mobile Offline capabilities - set up and configure technician push notifications - use and capture technician time tracking on Dynamics 365 Field Service Mobile app - set up knowledge articles to work on mobile - configure knowledge articles for offline |
Manage inventory and purchasing (5-10%) | |
| Manage customer assets | - configure uses for customer assets - create and register customer assets - configure products to enable automatic creation of customer assets - associate work orders with customer assets - create child assets - configure 3D asset models - use functional locations - configure asset properties |
| Manage inventory and warehouses | - set up inventory and warehouses - view product inventory - adjust inventory levels - transfer inventory between warehouses - determine when to integrate inventory with Enterprise Resource Planning application - manually update inventory by using inventory journals |
| Manage purchasing and product returns | - describe the purchase order process - create purchase orders - create a list of receivable products for a purchase order - determine product return options - create return merchandise authorizations (RMAs) - finalize returns |
Implement Connected Field Service (10-15%) | |
| Describe use cases for Internet of Things (IoT) | - identify use cases for IoT - describe IoT components - identify user cases for Connected Field Service on Field Service Mobile application |
| Implement Connected Field Service with IoT Hub | - manage IoT devices - manage security roles for Connected Field Service |
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The Microsoft Dynamics 365 Field Service exam MB-240 Overview
The Microsoft MB-240 exam checks your proficiency in the Field Service. So, if you want to become a Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate professional and receive a relevant certificate, you need to get through the following exams: PL-200 and MB-240. Exam MB-240 checks how candidates are proficient in working with the Field Service application along with the core customer service app.
The Microsoft MB-240 exam is taken in accordance with the schedule through the Pearson VUE system by creating an MS account. After that, upon the appointed day, you will have 130 minutes to answer about 40-60 objective (MCQ) and multiple-response questions. If you want to get certified, you must bag at least 700 points out of 1000. Moreover, the exam cost depends on the applicant's location. So, the fee for the candidate from the USA is $165. It should be pointed out that academic pricing is applied in most countries apart from China and India.
If you were unable to successfully write the Microsoft test on your first attempt, you have a second chance after 24 hours. Then you can only try again after 14 days’ period. However, take into account that each candidate has only 5 tries to retake the same exam during the year. But in any urgent situation, you can always contact Microsoft support for help.
Certification Prospects
As we mentioned, the Microsoft MB-240 exam is part of the requirements for the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification. The second exam that candidates should take to get this certification is PL-200. Once the aforementioned certificate is complete, another certification prospect would be to take exam MB-600 for the Microsoft Certified: Dynamics 365 + Power Platform Solution Architect Expert.
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