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| Certification Vendor: | Microsoft |
|---|---|
| Exam Name: | Microsoft Dynamics 365 Field Service Functional Consultant |
| Exam Number: | MB-240 |
| Exam Price: | $165 USD |
| Related Certifications: | Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate |
| Real Exam Qty: | 45-55 |
| Passing Score: | 700 / 1000 |
| Certificate Validity Period: | 1 year (renewal available) |
| Exam Format: | Case studies, Multiple-choice, Short answer |
| Available Languages: | English, Korean, Chinese (Simplified), Japanese |
| Exam Duration: | 120 minutes |
| Sample Questions: | Microsoft MB-240日本語 Sample Questions |
| Exam Way: | Pearson VUE testing center / Online proctored exam |
| Pre Condition: | None required; recommended: basic understanding of Dynamics 365 and field service operations |
| Official Syllabus URL: | https://learn.microsoft.com/en-us/certifications/exams/mb-240 |
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.
Languages: English, Japanese
Retirement date: none
This exam measures your ability to accomplish the following technical tasks: configure field service applications; manage work orders; schedule and dispatch work orders; manage field service mobility; manage inventory and purchasing; and implement Connected Field Service.
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
| Topic | Details |
|---|---|
Configure field service applications (15-20%) | |
| Configure settings | - define and configure key required security roles - define and configure resource required scheduling options - define required entities - customize entities to meet requirements - configure territories, postal codes, and organizational units - determine and configure required skill types - configure characteristics and skills - configure proficiency models - implement resource roles and categories - enable schedule board geocoding - configure technician time tracking |
| Configure product and service pricing | - define required product and service types - configure minimum charge amounts and durations - 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 |
| Configure bookable resources | - manage bookable resources - enable mapping functionality - configure geocoding - define start and end locations for resources - determine the types of addresses to use - configure pay types and rates - configure working hours and working hour templates - manage time off requests - describe use cases for resource pools, crews, and resource groups - define resource groups and resource group templates - set up resource pools and crews - configure technician location tracking |
| Integrate other tools with Field Service | - use Power Automate flows to automate tasks and enhance Dynamics 365 Field Service - describe use cases for collecting customer feedback by using Dynamics 365 Customer Voice - implement Dynamics 365 Remote Assist for use with Dynamics 365 Field Service - configure and use Remote Assist one-time call - use Guides with work orders - integrate with Dynamics 365 Supply Chain Management |
Manage work orders (15-20%) | |
| Describe the work order lifecycle | - configure work orders - configure work order lifecycle stages - configure booking status and work order status values - configure uses and capabilities for billing accounts, service accounts, and functional locations - understand the key work order summary metrics on the Field Service Insights Dashboard |
| Create and manage work orders | - 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 - associate a work order and a price list - identify processes required to close a work order - close a work order - use key field service metrics dashboard - configure asset hierarchy and location on a work order - configure and add work order resolutions |
| Manage incidents | - configure incident types - assign requirement group templates to incident types - add service tasks to incidents - add products and services to incidents |
| Create and manage agreements | - determine when to use agreements - define and configure agreement preferences and settings - configure automatic generation of bookings - create bookings - create invoices - create service-level agreements (SLAs) and entitlements for agreements |
| Create and use inspections | - create inspections - associate inspections to work orders - complete inspections through Field Service Mobile - describe use cases for analyzing results of inspections |
Schedule and dispatch work orders (25-30%) | |
| Manage scheduling options | - schedule work orders using Schedule Board and Schedule Assistant - determine when to use each scheduling option - configure fulfillment preferences - configure Quick book - describe use cases for predictive work duration - describe use cases for predictive travel time - describe scenarios to modify and use the enhance work hours calendar for requirements - describe use cases for implementing the technician locator functionality - describe use cases for implementing travel outside of working hours - describe use cases for appointment scheduling on Microsoft Outlook |
| Implement schedule boards | - identify features and uses for Booking Requirements view - implement the integrated map feature - manually schedule work orders - reassign and reschedule work orders - move incomplete work orders - generate driving instructions for field agents - configure schedule boards - customize the schedule board - describe use cases for travel outside of working hours |
| Implement the Schedule Assistant | - apply constraints to resource queries - filter data - specify a search radius - troubleshoot the Schedule Assistant |
| Optimize resource scheduling | - describe the resource optimization process - define objectives and constraints - create optimization profiles - describe uses for embedded optimizer within the schedule board |
| Configure Universal Resource Scheduling | - describe use cases for Universal Resource Scheduling - create Power Automate flows to populate data in requirements records - create requirement views - enable scheduling for an entity - restrict booking status values for an entity by using and option set - configure geocoding for a custom entity - manage work hours calendar for requirements - enable Outlook appointment scheduling |
Manage field service mobility (10-15%) | |
| Install the mobile application | - identify pre-requisites and supported platforms - install and sign into the Field Service Mobile application - work offline - use Dynamics 365 Field Service Mobile app and Connected Field Service - use Dynamics 365 Field Service Mobile app and Dynamics 365 Remote Assist |
| Configure the mobile application | - configure actions that field agents can perform - configure steps for Field Service Mobile application - configure Field Service Mobile application functions for technicians - configure the Booking and Work Order forms - configure offline data and sync filters - customize global search and enable scan to search - customizing Mobile Offline capabilities - set up and configure technician push notifications - use and capture technician time tracking on Dynamics 365 Field Service Mobile app - set up knowledge articles to work on mobile - configure knowledge articles for offline |
Manage inventory and purchasing (5-10%) | |
| Manage customer assets | - configure uses for customer assets - create and register customer assets - configure products to enable automatic creation of customer assets - associate work orders with customer assets - create child assets - configure 3D asset models - use functional locations - configure asset properties |
| Manage inventory and warehouses | - set up inventory and warehouses - view product inventory - adjust inventory levels - transfer inventory between warehouses - determine when to integrate inventory with Enterprise Resource Planning application - manually update inventory by using inventory journals |
| Manage purchasing and product returns | - describe the purchase order process - create purchase orders - create a list of receivable products for a purchase order - determine product return options - create return merchandise authorizations (RMAs) - finalize returns |
Implement Connected Field Service (10-15%) | |
| Describe use cases for Internet of Things (IoT) | - identify use cases for IoT - describe IoT components - identify user cases for Connected Field Service on Field Service Mobile application |
| Implement Connected Field Service with IoT Hub | - manage IoT devices - manage security roles for Connected Field Service |
お客様は最近、返品承認(RMA)制度を導入しました。
お客様は返品手続きの効率化を望んでいます。商品が倉庫に返品された際、受領時にモバイル端末でスキャンする必要があります。これは、RMA受領書ユーザーが行う唯一の機能です。
最も効率的な解決策として、どのようなものをおすすめしますか?
Correct Answer: D 🗳️
顧客とのコミュニケーションを改善するため、貴社は通話機能とメッセージング機能を備えたサードパーティ製コミュニケーションプラットフォームであるTwilioを導入することを決定しました。
Twilioソリューションは、その機能を実現するための多数のコアコンポーネントで構成されており、それらすべてをセットアップする必要があります。
最適化のためにデータを準備するには、どの5つの手順を順番に実行すればよいでしょうか?回答するには、該当する手順を手順リストから回答欄に移動させ、正しい順序に並べ替えてください。
Correct Answer:

Explanation:
1. Setup a twilio Account
2. Obtain Phone Numbers
3. Generate account SID and authentication token
4. Install a Twilio-managed solution
5. Configure SMS and IVR solution
あなたはMicrosoft Dynamics 365 Field Serviceのディスパッチャーです。
スケジュールボード内に、作業指示に必要なリソースを検索できる機能を実装する必要があります。
作業指示は、適切な機器を備え、午前9時に対応可能な人であれば誰でも実行できます。
特定の週に。
どの4つの行動を順番に実行すべきでしょうか?回答するには、行動リストから適切な行動を回答欄に移動させ、正しい順序に並べ替えてください。
Correct Answer:

Explanation:
あなたの顧客は、全国展開する自動車修理センターで、車両関連のサービスを提供しています。現在、各店舗におけるすべてのサービススケジュール管理にDynamics 365 Field Serviceを使用しています。
各店舗は組織単位として設定され、それに応じて各店舗にリソースが割り当てられます。
サービス技術者と整備工場内の作業スペースの両方を必要とするオイル交換のスケジュール設定には、汎用的な要件グループテンプレートを設定する必要があります。
各店舗がそれぞれこのテンプレートを使用できるようにするために、要件グループテンプレートでどの設定を構成する必要がありますか?回答するには、回答欄で該当する項目を選択してください。
注:正解ごとに1ポイントが加算されます。
Correct Answer:

ディスパッチャーが以下の操作を行えるように、スケジュールボードを設定しています。
1. スケジュールボード上のすべてのリソースを、リソースの種類、社内リソース、下請け業者によるフィルタリングなしで一度に表示します。
2. ボードをざっと見て、内部関係者と外部関係者を判断する。
ディスパッチャーがリソースの種類を確認できるようにする必要があります。
リソースタイプフィールドは、どの2箇所に追加すべきでしょうか?それぞれの正解は、解決策の一部を示しています。
注:正解ごとに1ポイント獲得できます。
Correct Answer: A,D 🗳️
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