Skills measured
- Manage inventory and purchasing (5-10%)
- Manage field service mobility (10-15%)
- Configure field service applications (15-20%)
- Implement Connected Field Service (10-15%)
- Manage work orders (15-20%)
- Schedule and dispatch work orders (25-30%)
Career Path
After successfully completing the Microsoft MB-240 exam, you will be awarded the associate-level certification. It qualifies you to apply for a variety of job roles, for example:
- Sales Operator Analyst;
- Customer Relationship Management (CRM) Analyst;
- Business Analyst (IT).
The average salary for the professionals with this certification can go as high as $141,084 per annum.
The Microsoft MB-240 exam is dedicated to Dynamics 365 Customer Engagement Functional Consultants who have Field Service experience. These specialists have the necessary experience to implement solutions and manage resources that help them complete the field service lifecycle.
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
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Inventory & Purchasing Management: 5-10%
- Operating Inventory & Warehouses: This subtopic covers the learners’ skills in viewing product inventory, setting up warehouses and inventory, adjusting inventory, and updating inventory manually with the use of inventory journals.
- Operating Purchasing & Product Returns: The examinees will be required to demonstrate competence in creating purchase orders, determining product return alternatives, explaining purchase order processes, as well as finalizing returns.
- Operating Customer Assets: The test takers should demonstrate their skills in creating child assets, configuring asset properties, 3D asset forms, and uses for the customer assets.
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Microsoft MB-240 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Manage inventory and purchasing | 5–10% | - Configure inventory settings, warehouses, and product catalog - Process inventory transactions: receive, transfer, adjust, and consume - Manage purchasing, purchase orders, and vendor returns |
| Topic 2: Manage the Field Service mobile app | 5–10% | - Customize mobile forms, views, and offline capabilities - Install, configure, and deploy mobile app - Manage mobile user access, security, and synchronization |
| Topic 3: Implement Microsoft Power Platform | 5–10% | - Integrate with Power Apps, Power Automate, and Power BI - Extend functionality with customizations and solutions - Configure and use connected field service and IoT features |
| Topic 4: Configure field service applications | 20–25% | - Configure core settings and administration areas - Configure incident types, service tasks, and products - Configure service agreements, booking rules, and settings - Configure resources, resource types, and resource roles |
| Topic 5: Schedule and dispatch work orders | 15–20% | - Manage bookings, resource availability, and conflicts - Configure scheduling parameters, booking statuses, and requirements - Configure and use resource scheduling optimization (RSO) - Use schedule board, schedule assistant, and resource optimization |
| Topic 6: Manage work orders and customer assets | 25–30% | - Create and manage work orders, work order types, and statuses - Manage customer assets, asset hierarchies, and service history - Manage work order products, services, and skills requirements - Process work order lifecycle: creation, assignment, completion, and closure |
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