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Microsoft MB-240: Microsoft Dynamics 365 Field Service

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Reading Time: 10 mins | Publish Date: 3 Apr 2021 | Update Date: 22 Jun 2022

How to Prepare For MB-240: Microsoft Dynamics 365 for Field Service Exam

Preparation Guide for MB-240: Microsoft Dynamics 365 for Field Service Exam


Microsoft has created a track for IT professionals to get certified Microsoft Dynamics 365 on the platform. This certification program provides Microsoft Dynamics 365 professionals a way to demonstrate their skills. The assessment is based on a rigorous exam using industry standard methodology to determine whether a candidate meets Microsoft’s proficiency standards.

According to Microsoft, a Microsoft Certified Professional enables organizations to leverage Microsoft Dynamics 365 technologies with a thorough understanding of Microsoft Dynamics 365 determining and configuration of field service security roles, resource scheduling,proficiency models,configure bookable resources.

Certification is evidence of your skills, expertise in those areas in which you like to work. There are many vendors in the market that are providing these certifications. If candidate wants to work on Microsoft Dynamics 365 and prove his knowledge, certification offered by Microsoft. This MB-240 Exam Certification helps a candidate to validates his skills in Microsoft Microsoft Dynamics 365 Technology.

In this guide, we will cover the MB-240: Microsoft Dynamics 365 for Field Service Certification exam, MB-240: Microsoft Dynamics 365 for Field Service Certified professional salary and all aspects of the MB-240: Microsoft Dynamics 365 for Field Service Certification.

Introduction to MB-240: Microsoft Dynamics 365 for Field Service Exam

Candidates for MB-240 Exam are seeking to prove fundamental Microsoft Dynamics 365 knowledge and skills. Before taking this exam, exam aspirants ought to have a solid fundamental information of the concepts shared in preparation guide.

It is suggested that professionals accustomed to the ideas and also the technologies represented here by taking relevant training courses. Candidates are expected to have some hands-on experience with configure geocoding, defining taxcodes, configuring service and product pricing, managing work orders, managing incidents, configuring service task types, implementing schedule board. After passing this exam, candidates get a certificate from Microsoft that helps them to demonstrate their proficiency in Mobility and Devices Fundamentals to their clients and employers.

Topics of MB-240: Microsoft Dynamics 365 for Field Service Exam

Candidates should apprehend the examination topics before they begin of preparation. because it’ll extremely facilitate them in touch the core. Our MB-240 dumps will include the following topics:

1. 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, postal codes and organizational units
  • Determine and configure skill types
  • Configure characteristics and skills
  • Configure proficiency models
  • Implement resource roles and categories
  • Set defaults for work orders, bookings, the schedule board, and agreements

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 geocoding
  • Define start and end locations for resources
  • Define work hours for resources
  • Set up bookable resource categories, characteristics, and resource pay types
  • Set up bookable resource territories
  • Set up resource pools and crews

Integrate other tools with Field Service

  • Determine uses for Remote Assist
  • Benefits of using Resource Scheduling Optimization
  • Benefits of Connected Field Service
  • Using Push Notifications on the mobile app

2. Manage work orders (15-20%)

  • Configure work orders, work order types, and priority
  • 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
  • Organize work orders and resources by geography
  • Associate a work order and 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
  • Configure Requirement Groups
  • Configure Requirement Groups
  • Attach Guides to Service Tasks

3. Schedule and dispatch work orders (20-25%)

Manage scheduling options

  • Schedule work orders using Schedule Board and Schedule Assistant
  • Determine when to use each scheduling option
  • Enable scheduling board geocoding
  • Manually schedule work orders
  • Reassign and reschedule work orders
  • Move incomplete work orders
  • Understand resource utilization

Implement the Schedule Board

  • Identify features and uses for Booking Requirements view
  • Implement the integrated map feature
  • Create additional schedule boards
  • Configure schedule boards
  • Customize the schedule board
  • Define booking rules
  • Facility Scheduling

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 optimization of resources
  • Geocoding for travel time

Configure Universal Resource Scheduling

  • Determine Universal Resource Scheduling use scenarios
  • Components of Universal Resource Scheduling
  • Configure URS for field service
  • Fields passed from work order to requirements
  • Create requirement views
  • Configure an entity to be schedulable

4. Manage field service mobility (10-15%)

Install and configure the mobile app

  • Configure actions that field agents can perform
  • Configure the mobile app
  • Configure display customizations
  • Assign security roles
  • Administer connected devices
  • Integrate with Dynamics 365 Guides
  • Add Guides to HoloLens app

Manage mobile projects

  • identify project artifacts that can be modified or edited
  • Modify configuration settings
  • Publish a mobile project
  • Mobile Device Management, security and synchronization

5. 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

6. 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
  • Configure automatic generation of invoices
  • Define Service Level Agreements (SLAs)
  • Enable SLAs
  • Add an SLA to a Work Order
  • Using Entitlements

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

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

How to study the MB-240: Microsoft Dynamics 365 for Field Service Exam

Preparation of certification exams could be covered with two resource types . The first one are the study guides, reference books and study forums that are elaborated and appropriate for building information from ground up. Apart from them video tutorials and lectures are a good option to ease the pain of through study and are relatively make the study process more interesting nonetheless these demand time and concentration from the learner. Smart candidates who wish to create a solid foundation altogether examination topics and connected technologies typically mix video lectures with study guides to reap the advantages of each but practice exams or practice exam engines is one important study tool which goes typically unnoted by most candidates. Practice exams are designed with our experts to make exam prospects test their knowledge on skills attained in course, as well as prospects become comfortable and familiar with the real exam environment. Statistics have indicated exam anxiety plays much bigger role of students failure in exam than the fear of the unknown. Certification-questions expert team recommends preparing some notes on these topics along with it don’t forget to practice MB-240 Exam dumps which had been written by our expert team, each of these can assist you loads to clear this exam with excellent marks.

MB-240: Microsoft Dynamics 365 for Field Service Certification Path

MB-240: Microsoft Dynamics 365 for Field Service Exam is foundation level Certification. As such There is no prerequisite for this course. Anyone who is having keen and familiar with general Microsoft Dynamics 365 concepts and the technologies. More than 85% of IT support roles require a good foundation of Microsoft Dynamics 365 concepts. Aspirants should have some hands-on experience with enterprise mobility, cloud services, device security.

How much Microsoft Microsoft Dynamics 365 Fundamentals Exam Cost

The price of the Microsoft Mobility and Devices Fundamentals exam is $165 USD, for more information related to exam price please visit to Microsoft Training website as prices of Microsoft exams fees get varied country wise.

How to book the MB-240: Microsoft Dynamics 365 for Field Service Exam

These are following steps for registering the MB-240: Microsoft Dynamics 365 for Field Service exam.

  • Step 1: Visit to Microsoft Learning and search for MB-240: Microsoft Dynamics 365 for Field Service.
  • Step 2: Sign up/Login to Pearson VUE account
  • Step 3: Select local centre based on your country, date, time and confirm with a payment method.

What is the duration, language, and format of MB-240: Microsoft Dynamics 365 for Field Service Exam

  • Length of Examination: 50 mins
  • Number of Questions: 40 to 60 questions(Since Microsoft does not publish this information, the number of exam questions may change without notice.)
  • Passing Score: 700 / 1000
  • Type of Questions: This test format is multiple choice.
  • language: English, Chinese (Simplified), Chinese (Traditional), French, German, Italian, Japanese, Korean, Portuguese (Brazil), Russian, Spanish, Spanish (Latin America), Turkish

MB-240: Microsoft Dynamics 365 for Field Service Exam Certified Professional salary

The average salary of a MB-240: Microsoft Dynamics 365 for Field Service Exam Certified Expert in

  • United State - 60,000 USD
  • India - 6,00,327 INR
  • Europe - 40,547 EURO
  • England - 40,532 POUND

The benefit of obtaining the MB-240: Microsoft Dynamics 365 for Field Service Exam Certification

  • This certification will be judging your skills and knowledge on your understanding Microsoft Dynamics 365 concepts & Understanding of how to operate on Microsoft Dynamics 365.
  • This certification credential will give you edge over other counterparts. Apart from knowledge from MB-240: Microsoft Dynamics 365 for Field Service Exam.
  • It help you to make your career into IT professionals and file systems, file and print sharing, local storage to get respectful plus excellent jobs into Market.

Difficulty in Writing MB-240: Microsoft Dynamics 365 for Field Service Exam

MB-240: Microsoft Dynamics 365 for Field Service is a privileged achievement one could be graced with. But adverse to general notion certifying with Microsoft is not that challenging if the candidates have proper preparation material to pass the MB-240: Microsoft Dynamics 365 for Field Service exam with good grades. Questions answers and clarifications which are designed in form of Certification-questions dumps make sure to cover entire course content. Certification-questions have a brilliant MB-240: Microsoft Dynamics 365 for Field Service dumps with most recent and important questions and answers in PDF files. Certification-questions is sure about the exactness and legitimacy of MB-240: Microsoft Dynamics 365 for Field Service dumps and in this manner. Candidates can easily pass the MB-240: Microsoft Dynamics 365 for Field Service exam with genuine MB-240: Microsoft Dynamics 365 for Field Service dumps and get MICROSOFT certification. These dumps are viewed as the best source to understand the MB-240: Microsoft Dynamics 365 for Field Service well by simply pursuing examples questions and answers. If candidate completes practice the exam with certification MB-240 dumps along with self-assessment to get the proper idea on MICROSOFT accreditation and to ace the certification exam.

For more info read reference:

Universal Resource Scheduling in Microsoft Dynamics 365 for Field Service Manage scheduling options in Dynamics 365 for Field Service

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