Study Guide for Exam MB-240: Microsoft Dynamics 365 Field Service Functional Consultant

Microsoft Dynamics 365 Field Service Functional Consultant (MB 240)



 Skills at a glance

  • Configure field service applications (20–25%)

  • Manage work orders and customer assets (25–30%)

  • Schedule and dispatch work orders (15–20%)

  • Manage the Field Service mobile app (5–10%)

  • Manage inventory and purchasing by using the built-in inventory management system (5–10%)

  • Implement Microsoft Power Platform (5–10%)

Configure field service applications (20–25%)

Configure core Field Service components

Configure product and service pricing

Configure bookable resources

Configure scheduling of multiple resources

Integrate other tools with Field Service

Manage work orders and customer assets (25–30%)

Configure the work order lifecycle

Create and manage work orders

Manage incidents

Create and manage agreements

Manage inspections

Configure customer assets

Schedule and dispatch work orders (15–20%)

Manage scheduling options

Configure, customize, and manage schedule boards

Configure the schedule assistant

Configure Universal Resource Scheduling

Manage the Field Service mobile app (5–10%)

Deliver work orders by using the mobile app

Set up the mobile app

Manage inventory and purchasing by using the built-in inventory management system (5–10%)

Manage inventory and warehouses

Manage purchasing and product returns

Implement Microsoft Power Platform (5–10%)

Configure model-driven apps

Create custom apps and automations

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