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Skills Tested in Microsoft MB-240 Exam
According to the blueprint of this test, candidates will need to demonstrate the following skills if they want to pass MB-240 exam:
- Work order dispatch and scheduling
Within this topic, the candidates' knowledge of managing scheduling options will be tested. Therefore, they should learn how to use Schedule Assistant and Board systems as well as configuring Quick Book features. Another subtopic included in this section focuses on implementing schedule boards. Thus, candidates should become skilled in identifying Booking Requirements features and use or know how to manually schedule work orders. Schedule Assistant implementation together with resource scheduling optimization is also tested in this chapter. The candidates should also demonstrate that they know how to configure Universal Resource scheduling. This means that they should become proficient in describing use cases for this system and restrict booking status values depending on the entity requirements.
- Connected Field Service implementation
The final topic evaluates the candidates' knowledge of describing the use cases for the Internet of Things. Therefore, they should become familiar with identifying the situations when IoT can be used and describe each of its components. Also, they should know how to identify Dynamics 365 Field Service on Field Service Mobile application use cases. Another subtopic included here is dedicated to the implementation of Connected Field Service with IoT Hub. So, they should know how to manage IoT devices and security roles related to Dynamics 365 Connected Field Service.
- Work order management
Within this scope, the candidates will need to demonstrate their expertise in describing the lifecycle of a work order. Therefore, they should know how to configure work orders or booking status depending on the business context. Also, they should know how to manage and create work orders and be prepared for incident management. Managing and creating agreements is an additional topic included in this section. Overall, here, applicants will get to know more about functional locations, inspections, dashboards for field service metrics, incident kinds, automatic generation, invoices, and SLAs.
- Purchasing and inventory management
Exam-takers will need to demonstrate that they know how to manage customer assets. Thus, they will know how to configure and create the right uses for customer assets together with configuring 3D asset models. Another category included in this section is dedicated to warehouse and inventory management. For example, candidates will know how to set up warehouses and inventory, view product inventory, as well as adjusting inventory levels. Another subtopic included in this domain focuses on product returns and purchasing management. Additionally, this sector is essential to ensure customer satisfaction. This means that the exam-takers should know how to create purchase orders and how to finalize returns and create the proper return merchandise authorization.
- Field service application configuration
This section asks candidates to demonstrate their expertise in configuring settings and service & product pricing. Thus, they should know how to configure and define resources and entities that meet business requirements. Also, the candidates should be able to properly define different service types and configure the minimum charge durations in addition to amounts. Another subtopic included here focuses on bookable resource management, mapping functionality enabling, and geocoding configuration. Finally, candidates' knowledge of integrating different tools with the Field Service environment will be tested as well. So, the examinees will need to show how skilled they are in using Power Automate flows and implement Dynamics 365 Remote Assist to be used with Dynamics 365 Field Service.
- Field service mobility management
This part includes topics dedicated to mobile app installation. Candidates will go through all configuration stages meaning that they will learn how to identify the requirements for the supported platforms. Also, they should be prepared to work offline and use the Field Service Mobile app for Dynamics 365 Remote Assistant and Connected Field Service. Another subtopic included in this section is dedicated to mobile app configuration. So, the candidates should know how to configure the steps and actions for Field Service Mobile management and application. Also, they should know how to configure sync filters and offline data, as well as customizing Mobile Offline capabilities.
Microsoft MB-240: Requirements
The target candidates for the MB-240 test are Microsoft Dynamics 365 Customer Engagement Functional Consultants. These specialists are responsible for the implementation of solutions that administer the resources associated with the Field Service lifecycle completion. The applicants need to possess the expertise in the Field Service and Microsoft Power Apps-based mobile apps.
This certification exam does not have any compulsory requirements. However, the candidates for the test should have the relevant skills in customizing and configuring the elements of Field Service applications. These include configuring services, resources, inventory integration, characteristics, and incidents. They should be familiar with service agreements, work orders, field service user roles, recourse scheduling, and service tasks. The students should also be conversant with the connected Field Service solutions and Field Service mobile app configuration.
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
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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.
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