Microsoft Dynamics 365 Field Service Functional Consultant : MB-240

Pass MB-240 Exam Cram

Exam Code: MB-240

Exam Name: Microsoft Dynamics 365 Field Service Functional Consultant

Updated: Sep 04, 2025

Q & A: 220 Questions and Answers

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Target Audience

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.

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 exam dumps will include the following topics:

1. Configure field service applications (20-25%)

Configure general settings

  • Determine and configure resource scheduling options
  • Determine and configure product and service categories
  • Set defaults for work orders, bookings, the schedule board, and agreements
  • Determine and configure skill types
  • Implement resource roles and categories
  • Configure characteristics and skills
  • Configure territories, postal codes and organizational units
  • Determine and configure field service security roles
  • Configure proficiency models
  • Identify and configure field service entities

Configure product and service pricing

  • Associate products and services with price lists
  • Set up price list validity dates
  • Determine when a product has a default list price and a work order price list
  • Define tax codes
  • Add products and services to incidents
  • Configure minimum charge amount and duration
  • Create a product or service

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

  • 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
  • Configure work orders, work order types, and priority

Create and manage work orders

  • Identify processes to close a work order
  • Create a work order from an incident or an opportunity
  • Add status and sub-status information to a work order
  • Associate a work order and a price list
  • Organize work orders and resources by geography

Manage incidents

  • Configure incident types
  • Configure service task types
  • Configure Requirement Groups
  • Configure Requirement Groups
  • Attach Guides to Service Tasks
  • Add service tasks, products, and services

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

  • Apply constraints to resource queries
  • Filter data
  • Specify a search radius

Configure Resource Scheduling Optimization (RSO)

  • Configure optimization of resources
  • Geocoding for travel time
  • Create optimizing profiles
  • Define objectives and constraints

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

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

Manage mobile projects

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

5. Manage inventory and purchasing (10-15%)

Manage inventory

  • Adjust inventory levels
  • Transfer inventory
  • Set up inventory and warehouses
  • View product inventory
  • Determine when to integrate inventory with Enterprise Resource Planning application

Manage purchasing and product returns

  • Determine the purchase order process
  • Create return merchandise authorizations (RMAs) and return to vendor (RTV)
  • Determine product return options
  • Create purchase orders
  • Create a list of receivable products for a purchase order
  • Finalize returns

6. Manage assets and agreements (10-15%)

Create and manage agreements

  • Enable SLAs
  • Define Service Level Agreements (SLAs)
  • Configure automatic generation of bookings
  • Configure automatic generation of invoices
  • Determine when to use agreements
  • Define and configure agreement preferences and settings
  • Add an SLA to a Work Order
  • Using Entitlements

Manage customer assets

  • Create child assets
  • Configure Connected Field Service
  • Determine opportunities for Internet of Things (IoT)
  • Associate work orders with customer assets
  • Configure products to auto-create customer assets
  • Create and register customer assets
  • Manage IoT devices

Microsoft MB-240: Career Path

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.

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As we all know, MB-240 certification exams are considered one of the hardest and toughest exams for IT candidates. It is based on different types of questions. So before you try to take the Microsoft Dynamics 365 Field Service Functional Consultant exam test, you require understanding the questions & answers and doing adequate preparation. Here are some references.

Free Download MB-240 PDF Dumps

Skills measured

  • Manage work orders (15-20%)
  • Configure field service applications (15-20%)
  • Implement Connected Field Service (10-15%)
  • Schedule and dispatch work orders (25-30%)
  • Manage field service mobility (10-15%)
  • Manage inventory and purchasing (5-10%)

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

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