Microsoft Dynamics 365 Field Service Functional Consultant : MB-240 exam

MB-240
  • Exam Code: MB-240
  • Exam Name: Microsoft Dynamics 365 Field Service Functional Consultant
  • Updated: Jun 07, 2026
  • Q & A: 230 Questions and Answers

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About Microsoft Dynamics 365 Field Service Functional Consultant : MB-240 Exam Questions

Structure of MB-240 Test

The Microsoft MB-240 exam is part of the requirements for obtaining the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification. The other exam mandatory for getting this certification is coded PL-200, which is also known as Microsoft Power Platform Functional Consultant. When it comes to the structure of MB-240, it will contain around 40-60 tasks that will have to be finalized within 180 minutes. Also, it is a proctored exam that requires exam-takers to open an account on the Pearson VUE site and follow the steps indicated there to complete the registration process. The enrollment steps also include the payment of a fee which is $165. Finally, such a test is available in the English language only.

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

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

Configure product and service pricing

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

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

  • Configure uses and capabilities for billing accounts, service accounts, and sub-accounts
  • Configure work orders, work order types, and priority
  • Configure booking status and work order status values
  • Configure work order lifecycle stages

Create and manage work orders

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

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

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

Manage mobile projects

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

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

Manage inventory

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

Manage purchasing and product returns

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

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

Create and manage agreements

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

Manage customer assets

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

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What is the duration, language, and format of MB-240: Microsoft Dynamics 365 for Field Service Exam

  • Length of Examination: 50 mins
  • language: English, Chinese (Simplified), Chinese (Traditional), French, German, Italian, Japanese, Korean, Portuguese (Brazil), Russian, Spanish, Spanish (Latin America), Turkish
  • Passing Score: 700 / 1000
  • Number of Questions: 40 to 60 questions(Since Microsoft does not publish this information, the number of exam questions may change without notice.)
  • Type of Questions: This test format is multiple choice.

Microsoft MB-240 Exam Syllabus Topics:

TopicDetails
Topic 1
  • Manage Work Orders and Customer Assets: This section enables the Microsoft consultant to efficiently configure the work order lifecycle and manage incidents, agreements, and inspections. Key focus areas include creating and managing work orders while configuring customer assets.
Topic 2
  • Manage the Field Service Mobile App: In this topic, the Microsoft consultant learns to deliver work orders effectively using the Field Service mobile app. This includes configuring and setting up the app to ensure it supports seamless field operations, a necessary skill for exam success.
Topic 3
  • Configure Field Service Applications: In this topic, the Microsoft consultant gains expertise in configuring core Field Service components, establishing product and service pricing, and managing bookable resources. The topic emphasizes setting up scheduling for multiple resources while ensuring seamless integration with other tools.
Topic 4
  • Manage Inventory and Purchasing Using the Built-In Inventory Management System: This topic equips the Microsoft consultant with the knowledge to manage inventory, warehouses, purchasing, and product returns.

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

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