Skills Tested in the MB-240 Exam
The first thing every candidate should do is review the full list of exam topics. So, the Microsoft Dynamics 365 Field Service test checks a deep understanding of the configuration of field service apps as well as the configuration of a product, service pricing, and bookable resources. Moreover, each test-taker should have an in-depth insight into the management of work orders including incidents, agreements, and inspections. Then, everyone should be experienced in how to schedule and dispatch work orders using schedule boards and Schedule Assistant alongside the configuration of the Universal Resource Scheduling. And the expertise in the management of field service mobility in the new Power Apps-based mobile applications and its configuration will be tested as well. It should be noted that this exam does not cover questions regarding the Xamarin-based mobile application. And finally, the Microsoft MB-240 will measure your ability in the management of inventory and purchasing together with the implementation of Connected Field Service.
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
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Work Orders Management: 15-20%
- Managing Incidents: This objective will measure competence in configuring incident types, adding services, products, as well as service tasks to incidents.
- Creating and Operating Agreements: This section requires one’s competence in determining the timeframe for agreements usage, creating bookings, invoices, and entitlements, and SLAs for agreements.
- Explaining the Lifecycle of Work Orders: This area requires that the learners demonstrate their skills in configuring work orders, stages of work order lifecycle, capabilities, and uses of service accounts, functional locations, and billing accounts.
- Creating and Operating Work Orders: The applicants should be able to develop work orders from an opportunity or incident. They should know how to close work orders, configure asset location and hierarchy on work orders, and associate a specific work order with a price list.
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Who should take the MB-240: Microsoft Dynamics 365 for Field Service Exam
The MB-240 Exam certification is an internationally-recognized certification which help to have validation for those professionals who are keen to make their career in 10 domain. Candidates for this exam should be familiar with work order lifecycle, capabilities for billing accounts, requirement groups concepts and the technologies. Candidates should have some hands-on experience with resource scheduling optimization, schedule board implementation dispatch work orders. It is good for these candidates:
- IT Professional
- Fresher
Career Path
After successfully completing the Microsoft MB-240 exam, you will be awarded the associate-level certification. It qualifies you to apply for a variety of job roles, for example:
- Sales Operator Analyst;
- Business Analyst (IT).
- Customer Relationship Management (CRM) Analyst;
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Microsoft MB-240 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Implement Microsoft Power Platform | 5–10% | - Extend functionality with customizations and solutions - Integrate with Power Apps, Power Automate, and Power BI - Configure and use connected field service and IoT features |
| Topic 2: Configure field service applications | 20–25% | - Configure incident types, service tasks, and products - Configure resources, resource types, and resource roles - Configure core settings and administration areas - Configure service agreements, booking rules, and settings |
| Topic 3: Schedule and dispatch work orders | 15–20% | - Configure and use resource scheduling optimization (RSO) - Manage bookings, resource availability, and conflicts - Use schedule board, schedule assistant, and resource optimization - Configure scheduling parameters, booking statuses, and requirements |
| Topic 4: Manage work orders and customer assets | 25–30% | - Process work order lifecycle: creation, assignment, completion, and closure - Create and manage work orders, work order types, and statuses - Manage customer assets, asset hierarchies, and service history - Manage work order products, services, and skills requirements |
| Topic 5: Manage the Field Service mobile app | 5–10% | - Install, configure, and deploy mobile app - Manage mobile user access, security, and synchronization - Customize mobile forms, views, and offline capabilities |
| Topic 6: Manage inventory and purchasing | 5–10% | - Process inventory transactions: receive, transfer, adjust, and consume - Manage purchasing, purchase orders, and vendor returns - Configure inventory settings, warehouses, and product catalog |




