Exam MB-240: Microsoft Dynamics 365 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 which 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 customizations needed. 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 application. Candidates must be familiar with the Microsoft Power Apps-based mobile application. The Xamarin-based mobile application will not be covered on this exam.

Part of the requirements for: Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate

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• Exam MB-200 & MB-240: Dynamics 365 for Field Service Functional Consultant Associate.
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The Microsoft MB-240 exam evaluates a number of knowledge areas, which are classified into several topics. These sections are highlighted below:

• Implementing Connected Field Services (10-15%)

  This module includes the students’ ability to implement connected Field Service with IoT Hub and describe the use cases for IoT. It also includes the details of the management of security roles and identification of the use cases for IoT.

• Managing Field Service Mobility (10-15%)

  Attempting the questions aligned to this section, the individuals need to be able to perform the installation and configuration of mobile apps, management of mobile projects, and modification of configuration settings.

• Managing Work Orders (15-20%)

  The second domain revolves around such technical skills as describing the work order lifecycle, creating and managing work orders, managing incidents, as well as configuring incident types, service task types, and requirement groups. The knowledge you should possess has to include your understanding of bookings and invoices as well.

• Scheduling and Dispatching Work Orders (25-30%)

  This subject area includes the details of the management of scheduling options, scheduling work orders with the use of Schedule Assistant and Schedule Board, implementation of scheduled Board and Schedule Assistant, as well as configuration of Resource Scheduling Optimization (RSO) and Universal Resource work orders.

• Managing Inventory and Purchasing (5-10%)

  This area includes the evaluation of one’s skills in managing inventory, purchasing, and product returns as well as creating return merchandise authorizations. You need to know how to set up warehouses and inventory, create child assets, and finalize returns.

• Configuring Field Service Apps (15-20%)

  The first topic tests your ability to configure general settings, service and product pricing, as well as field service applications. It is also important to have the skills in integrating other tools with Field Service, managing bookable resources, configuring characteristics and skills, as well as configuring geocoding.

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Connected Field Service Implementation: 10-15%

• Implementing Connected Field Service using IoT Hub: This section requires one’s skills in managing IoT devices and security roles for Dynamics 365 Connected Field Service.
• Explaining Use Cases for IoT: The candidates should be able to identify the use cases for the Internet of Thing, explain its components, and identify the use cases for Dynamics 365 Connected Fields on the Field Service Mobile app.

Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx