Exam MB-240: Microsoft Dynamics 365 for Field Service

Exam Number: MB-240 Length of test: 120 mins
Exam Name: Microsoft Dynamics 365 for Field Service Number of questions in the actual exam: 40-60
Format: PDF, VPLUS Passing Score: 700/1000

Total Questions: 196

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Last updated: November-2024

Total Questions: 196

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Last updated: November-2024

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Study Guide for Exam MB-240: Microsoft Dynamics 365 Field Service Functional Consultant

Audience profile

As a candidate for this exam, you’re a Microsoft Dynamics 365 Field Service functional consultant. You’re responsible for implementing solutions that:

  • Schedule resources to meet customer requirements.
  • Optimize resources by matching skills, locations, and availability.
  • Equip frontline workers with the information and tools to deliver great service.
  • Build a service history of customer assets.

You’re responsible for:

  • Configuring the default administration areas of the Field Service application.
  • Configuring resources and scheduling.
  • Configuring service agreements and booking setups.
  • Managing work orders, incident types, and bookings.
  • Managing customer assets.
  • Installing and configuring the Field Service mobile app.
  • Enhancing Field Service based on customer requirements.

As a candidate, you should have a basic understanding of field service principles and the role the Field Service app plays in relationship to the Dynamics 365 suite of applications, including integration of:

  • Microsoft Power Platform
  • Dynamics 365 Customer Service
  • Microsoft 365 apps
  • Dynamics 365 Remote Assist
  • Dynamics 365 Guides

You should understand:

  • Industry terminology
  • Field service processes
  • Work order lifecycle
  • Uses for Microsoft 365 Copilot in Field Service
  • Best practices

Skills at a glance

Configure field service applications (20–25%)

  • Configure core Field Service components
  • Configure product and service pricing
  • Configure bookable resources
  • Configure scheduling of multiple resources
  • Integrate other tools with Field Service

Manage work orders and customer assets (25–30%)

  • Configure the work order lifecycle
  • Create and manage work orders
  • Manage incidents
  • Create and manage agreements
  • Manage inspections
  • Configure customer assets

Schedule and dispatch work orders (15–20%)

  • Manage scheduling options
  • Configure, customize, and manage schedule boards
  • Configure the schedule assistant
  • Configure Universal Resource Scheduling

Manage the Field Service mobile app (5–10%)

  • Deliver work orders by using the mobile app
  • Set up the mobile app

Manage inventory and purchasing by using the built-in inventory management system (5–10%)

  • Manage inventory and warehouses
  • Manage purchasing and product returns

Implement Microsoft Power Platform (5–10%)

  • Configure model-driven apps
  • Create custom apps and automations
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