MB-240 Microsoft Certified Dynamics 365 Field Service Functional Consultant Associate

This course prepares you for the MB-240 certification exam, covering all official exam domains and their approximate weightings:

Domain 1 Configure field service applications (22.5%)

• Configure core Field Service components: security for standard user groups, territories/postal codes/organizational units, characteristics & proficiency models, resource roles/categories, Field Service settings, trades & trade coverages, not-to-exceed values, Copilot summary
• Configure product and service pricing, minimum charge amounts/durations, pricing rules, price lists
• Configure bookable resources: frontline workers, start/end locations, pay types & rates, working hours, time off, technician time tracking, facilities/equipment
• Configure scheduling of multiple resources: requirement group templates, resource pools and crews, schedule board visualization
• Integrate other tools with Field Service: Dynamics 365 Remote Assist, Dynamics 365 Guides, Field Service Portal

Domain 2 Manage work orders and customer assets (27.5%)

• Configure the work order lifecycle: work order types/resolutions, booking status and sub-status values
• Create and manage work orders, including price list/SLA/entitlement association, closing/resolution, and Copilot-in-Outlook creation
• Manage incidents: incident types & suggestions, requirement group templates, service tasks, products/services
• Create and manage agreements: agreement configuration, automatic work order generation, booking setup, invoicing, entitlements
• Manage inspections: inspection templates, association with work orders/customer assets, standalone inspections
• Configure customer assets: creation/management, automatic asset creation, child assets, 3D asset models, functional locations, property templates

Domain 3 Schedule and dispatch work orders (17.5%)

• Manage scheduling options: schedule board and schedule assistant, fulfillment preferences, quick scheduling, multi-day resource requirements, appointments
• Configure, customize, and manage schedule boards, including the Requirements panel and board settings
• Configure the schedule assistant: settings, filtering constraints, troubleshooting
• Configure Universal Resource Scheduling: enabling scheduling on a table, geocoding, booking timestamps/journals/actuals

Domain 4 Manage the Field Service mobile app (7.5%)

• Deliver work orders via the mobile app: completing tasks/bookings/follow-ups/signatures/images/technician reports
• Service and maintain customer assets including IoT devices; perform inspections and ad hoc inspections
• Manage working offline and perform time entry; launch related apps (Remote Assist, Guides)
• Set up the mobile app: security roles, form/view/page/navigation customization, location tracking & geofencing
• Configure mobile offline profiles, push notifications, barcode features, and technician service reports

Domain 5 Manage inventory and purchasing by using the built-in inventory management system (7.5%)

• Set up inventory and warehouses; view and adjust product inventory levels
• Transfer inventory between warehouses; manually update inventory via inventory journals
• Create purchase orders and receivable product lists
• Create return merchandise authorizations, return-to-vendor transactions, and finalize returns

Domain 6 Implement Microsoft Power Platform (7.5%)

• Configure model-driven apps: create and configure forms and views
• Configure navigation for model-driven apps
• Create task-specific canvas apps and custom pages; embed apps in Field Service
• Use Power Automate cloud flows to automate tasks and enhance Field Service