Exam MB-240: Microsoft Dynamics 365 for Field Service

Candidates for this exam are Microsoft Dynamics 365 Customer Engagement functional consultants with Field Service expertise. Candidates are responsible for implementing solutions that manage resources... that complete the field service lifecycle.

Candidates implement the field service processes designed in collaboration with internal and external teams. This collaboration includes configuring the default administration areas of the Field Service application, deploying the Connected Field Service (IoT) solution and the mobile application, and implementing any additional needed customizations. Candidates are responsible for the configuration and deployment of the Field Service application in conjunction with the core customer service application.

Candidates must have knowledge of how to configure and customize components of the Field Service application, including configuring services, resources, characteristics, incidents, inventory integration, service agreements, resource scheduling, work orders, service tasks, field service user roles, field service settings, the Connected Field Service (IoT) solution, and configuration of the Field Service Mobile app.


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Exam MB-240: Microsoft Dynamics 365 for Field Service

This exam measures your ability to accomplish the following technical tasks: configure field service applications; manage work orders; schedule and dispatch work orders; manage field service mobility; manage inventory and purchasing; and manage assets and agreements.

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Skills measured

Configure field service applications (20-25%)

Configure general settings

  • determine and configure field service security roles
  • determine and configure resource scheduling options
  • identify and configure field service entities
  • determine and configure product and service categories
  • configure territories and organizational units
  • determine and configure skill types
  • configure characteristics and skills
  • configure proficiency models
  • implement resource roles and categories

Configure product and service pricing

  • create a product or service
  • configure minimum charge amount and duration
  • add products and services to incidents
  • 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
  • set up price list validity dates

Configure bookable resources

  • manage bookable resources
  • enable mapping functionality
  • configure entity geocoding
  • define start and end locations for resources
  • determine address type to use
  • set up bookable resource categories, characteristics, and resource pay types
  • set up bookable resource territories

Integrate other tools with Field Service

  • determine uses for Twilio
  • determine opportunities for Glympse with Connected Field Service

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 sub-accounts

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
  • configure work order type and priority
  • organize work orders and resources by geography
  • associate a work order to a price list
  • identify processes to close a work order

Manage incidents

  • configure incident types
  • configure service task types
  • add service tasks, products, and services

Schedule and dispatch work orders (20-25%)

scheduling options

  • schedule work orders using Schedule Board and Schedule Assistant
  • determine when to use each scheduling option
  • enable scheduling board geocoding

Implement the Schedule Board

  • 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
  • create additional schedule boards
  • configure schedule boards
  • customize the schedule board
  • define booking rules

Implement the Schedule Assistant

  • apply constraints to resource queries
  • filter data
  • specify a search radius

Configure Resource Scheduling Optimization (RSO)

  • create optimizing profiles
  • define objectives and constraints
  • configure resource optimization

Configure Universal Resource Scheduling

  • determine Universal Resource Scheduling use scenarios
  • create workflows to populate data in requirement records
  • create requirement views
  • schedule an entity

Manage field service mobility (10-15%)

Install and configure the mobile app

  • configure actions that field agents can perform
  • configure steps for the mobile app
  • import the Field Service project
  • assign security roles
  • administer connected devices

Manage mobile projects

  • identify project artifacts that can be modified or edited
  • modify configuration settings
  • publish a mobile project

Manage inventory and purchasing (10-15%)

Manage inventory

  • set up inventory and warehouses
  • view product inventory
  • adjust inventory levels
  • transfer inventory
  • determine when to integrate inventory with Enterprise Resource Planning application

Manage purchasing and product returns

  • determine 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) and return to vendor (RTV)
  • finalize returns

Manage assets and agreements (10-15%)

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

Manage customer assets

  • create and register customer assets
  • configure products to auto-create customer assets
  • associate work orders with customer assets
  • create child assets
  • determine opportunities for Internet of Things (IoT)
  • configure Connected Field Service
  • manage IoT devices

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Related certifications

Microsoft Certified: Dynamics 365 for Field Service Functional Consultant Associate

Microsoft Dynamics 365 for Field Service Functional Consultants configure the Field Service application, implement solutions that manage the field service lifecycle, and deploy the Connected Field Service (IoT) solution.

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