Exams

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

As a candidate for this exam, you’re a Microsoft Dynamics 365 Field Service functional consultant. You’re responsible for implementing solutions that:

  • Schedule resources to meet customer requirements.
  • Optimize resources by matching skills, locations, and availability.
  • Equip frontline workers with the information and tools to deliver great service.
  • Build a service history of customer assets.

You’re responsible for:

  • Configuring the default administration areas of the Field Service application.
  • Configuring resources and scheduling.
  • Configuring service agreements and booking setups.
  • Managing work orders, incident types, and bookings.
  • Managing customer assets.
  • Installing and configuring the Field Service mobile app.
  • Enhancing Field Service based on customer requirements.

As a candidate, you should have a basic understanding of field service principles and the role the Field Service app plays in relationship to the Dynamics 365 suite of applications, including integration of:

  • Microsoft Power Platform
  • Dynamics 365 Customer Service
  • Microsoft 365 apps
  • Dynamics 365 Remote Assist
  • Dynamics 365 Guides

You should understand:

  • Industry terminology
  • Field service processes
  • Work order lifecycle
  • Uses for Copilot in Field Service
  • Best practices

Important

The English language version of this exam was updated on September 30, 2024. Review the study guide linked in the “Tip” box for details about the latest changes. If a localized version of this exam is available, it will be updated approximately eight weeks after this date. While Microsoft makes every effort to update localized versions as noted, there may be times when the localized versions of this exam are not updated on this schedule.

Passing score: 700. Learn more about exam scores.

Tip

Part of the requirements for: Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate

Related exams: none

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

    Languages: English, Japanese, German, French, Spanish, Portuguese (Brazil), Italian, Chinese (Simplified)

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: configure field service applications; manage work orders and customer assets; schedule and dispatch work orders; manage the Field Service mobile app; manage inventory and purchasing by using the built-in inventory management system; and implement Microsoft Power Platform.

    Price based on the country or region in which the exam is proctored.

    We strongly recommend that you register for an exam with a personal MSA account. If you register with an organizational (work/school) AAD account, your exam records will be lost if you leave your organization and they will be unrecoverable.
    for Microsoft Dynamics 365 Field Service Functional Consultant

    All objectives of the exam are covered in depth so you'll be ready for any question on the exam.

Skills measured

  • The English language version of this exam was updated on September 30, 2024. Review the study guide linked in the preceding “Tip” box for details about the skills measured and upcoming changes.
  • Configure field service applications (20–25%)
  • Manage work orders (20–25%)
  • Schedule and dispatch work orders (25–30%)
  • Manage the Field Service mobile app (5–10%)
  • Manage inventory and purchasing by using the built-in inventory management system (5–10%)
  • Manage Connected Field Service and customer assets (5–10%)
  • Implement Microsoft Power Platform (5–10%)

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** Complete this exam before the retirement date to ensure it is applied toward your certification. After the retirement date, please refer to the related certification for exam requirements.