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According to the blueprint of this test, candidates will need to demonstrate the following skills if they want to pass MB-240 exam:
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.
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.
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.
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.
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.
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.
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
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The candidates who successfully complete the prerequisite exams for the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification can take up the job roles of a Microsoft Dynamics 365 Field Service Consultant, a Microsoft Dynamics 365 Developer, a Dynamics 365 Capability Lead, and a Functional Analyst – Finance. They can also work as a Dynamics 365 Project Manager, a Solution Engineer, a Solution Architect, or a Technical Consultant. The average salary for these positions is $60,000 per annum.
The MB-240 exam is particularly created for Microsoft Dynamics 365 customer engagement and functional consultants that are equipped with Field Service expertise including implementing solutions to manage resources. And given that there are no clear requirements for candidates, with proper training, anyone can take this test and get Microsoft certified.
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| Section | Weight | Objectives |
|---|---|---|
| Manage Asset and Connected Field Service (5-10%) | 5-10% | - Manage asset IoT connections and monitoring - Process IoT alerts and work order creation - Implement connected field service scenarios - Configure IoT integrations and alerts |
| Manage Inventory and Procurement (15-20%) | 15-20% | - Configure warehouse and inventory settings - Handle inventory adjustments and transfers - Manage inventory levels and stock locations - Process purchase orders and returns - Configure product inventory and item associations |
| Configure Field Service (20-25%) | 20-25% | - Configure pricing, billing, and cost entities - Set up and configure customer assets - Configure scheduling configurations and booking setup - Set up and configure resource characteristics and skills - Configure Field Service organizations and structures - Configure work order types and incident types - Implement security roles and field service settings |
| Manage Work Orders (20-25%) | 20-25% | - Handle work order incidents and resolutions - Manage work order products, services, and notes - Process work order inspections and recommendations - Manage work order reporting and analytics - Configure work order lifecycle and statuses - Create and manage work orders |
| Manage Field Service Mobile Application (10-15%) | 10-15% | - Configure Field Service Mobile app settings - Manage mobile forms and workflows - Handle offline capabilities and synchronization - Configure resource and technician mobile experiences |
| Scheduling and Dispatch (20-25%) | 20-25% | - Optimize schedules using resource scheduling optimization - Configure map view and route optimization - Manage scheduling options and requirements - Handle scheduling conflicts and rescheduling - Configure schedule board and board features - Schedule work orders using various methods |
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