Skills Tested in Microsoft MB-240 Exam
According to the blueprint of this test, candidates will need to demonstrate the following skills if they want to pass MB-240 exam:
- Work order management
Within this scope, the candidates will need to demonstrate their expertise in describing the lifecycle of a work order. Therefore, they should know how to configure work orders or booking status depending on the business context. Also, they should know how to manage and create work orders and be prepared for incident management. Managing and creating agreements is an additional topic included in this section. Overall, here, applicants will get to know more about functional locations, inspections, dashboards for field service metrics, incident kinds, automatic generation, invoices, and SLAs.
- Connected Field Service implementation
The final topic evaluates the candidates' knowledge of describing the use cases for the Internet of Things. Therefore, they should become familiar with identifying the situations when IoT can be used and describe each of its components. Also, they should know how to identify Dynamics 365 Field Service on Field Service Mobile application use cases. Another subtopic included here is dedicated to the implementation of Connected Field Service with IoT Hub. So, they should know how to manage IoT devices and security roles related to Dynamics 365 Connected Field Service.
- Work order dispatch and scheduling
Within this topic, the candidates' knowledge of managing scheduling options will be tested. Therefore, they should learn how to use Schedule Assistant and Board systems as well as configuring Quick Book features. Another subtopic included in this section focuses on implementing schedule boards. Thus, candidates should become skilled in identifying Booking Requirements features and use or know how to manually schedule work orders. Schedule Assistant implementation together with resource scheduling optimization is also tested in this chapter. The candidates should also demonstrate that they know how to configure Universal Resource scheduling. This means that they should become proficient in describing use cases for this system and restrict booking status values depending on the entity requirements.
- Field service mobility management
This part includes topics dedicated to mobile app installation. Candidates will go through all configuration stages meaning that they will learn how to identify the requirements for the supported platforms. Also, they should be prepared to work offline and use the Field Service Mobile app for Dynamics 365 Remote Assistant and Connected Field Service. Another subtopic included in this section is dedicated to mobile app configuration. So, the candidates should know how to configure the steps and actions for Field Service Mobile management and application. Also, they should know how to configure sync filters and offline data, as well as customizing Mobile Offline capabilities.
- Field service application configuration
This section asks candidates to demonstrate their expertise in configuring settings and service & product pricing. Thus, they should know how to configure and define resources and entities that meet business requirements. Also, the candidates should be able to properly define different service types and configure the minimum charge durations in addition to amounts. Another subtopic included here focuses on bookable resource management, mapping functionality enabling, and geocoding configuration. Finally, candidates' knowledge of integrating different tools with the Field Service environment will be tested as well. So, the examinees will need to show how skilled they are in using Power Automate flows and implement Dynamics 365 Remote Assist to be used with Dynamics 365 Field Service.
- Purchasing and inventory management
Exam-takers will need to demonstrate that they know how to manage customer assets. Thus, they will know how to configure and create the right uses for customer assets together with configuring 3D asset models. Another category included in this section is dedicated to warehouse and inventory management. For example, candidates will know how to set up warehouses and inventory, view product inventory, as well as adjusting inventory levels. Another subtopic included in this domain focuses on product returns and purchasing management. Additionally, this sector is essential to ensure customer satisfaction. This means that the exam-takers should know how to create purchase orders and how to finalize returns and create the proper return merchandise authorization.
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This Microsoft test will measure your specific skills and knowledge. This expertise is an integral part of the exam topics. It is recommended that the students review the objectives and develop competence in each knowledge area before attempting this certification test. The following are the details of the domains covered in Microsoft MB-240:
Field Service Application Configuration: 15-20%
- Configuring Product & Service Pricing: This area requires one’s competence in defining tax codes, associating services and products with price lists, and configuring minimum durations and charge amounts.
- Configuring Bookable Resources: The candidates will be required to demonstrate competence in managing bookable resources, configuring geo-coding, enabling mapping functionality, and configuring pay rates and types. This subdomain will also evaluate their skills in managing time-off requests, installing crews and resource pools, determining address types to use, and explaining use cases for crews, resource groups, and resource pools.
- Configuring Settings: Within this subtopic, the candidates should be able to demonstrate their skills in explaining and configuring the required security functions and resources. The topic will also measure the examinees’ expertise in explaining the required entities and customizing entities to fulfill the prerequisites. In addition, the test takers will need to show their skills in configuring proficiency models, skills and characteristics, and technician time tracking. Their expertise in configuring and determining the required skill types and enabling the schedule board geo-coding will be measured.
- Integrating Tools with Field Service: This section will measure the ability of the students to utilize Power Automate flows in automating tasks and enhancing Dynamics 365 Field Services. It will also evaluate their ability to explain the use cases for the collection of customer feedback with Dynamics 365 Customer Voice.
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Skills measured
- Manage field service mobility (10-15%)
- Implement Connected Field Service (10-15%)
- Manage work orders (15-20%)
- Schedule and dispatch work orders (25-30%)
- Configure field service applications (15-20%)
- Manage inventory and purchasing (5-10%)
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
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Microsoft MB-240日本語 Exam Syllabus Topics:
| Section | Weight | Objectives |
| Configure Field Service (20-25%) | 20-25% | - Configure pricing, billing, and cost entities
- Configure scheduling configurations and booking setup
- Set up and configure resource characteristics and skills
- Configure Field Service organizations and structures
- Set up and configure customer assets
- Configure work order types and incident types
- Implement security roles and field service settings
|
| Manage Inventory and Procurement (15-20%) | 15-20% | - Configure warehouse and inventory settings
- Process purchase orders and returns
- Manage inventory levels and stock locations
- Configure product inventory and item associations
- Handle inventory adjustments and transfers
|
| Manage Field Service Mobile Application (10-15%) | 10-15% | - Configure Field Service Mobile app settings
- Manage mobile forms and workflows
- Handle offline capabilities and synchronization
- Configure resource and technician mobile experiences
|
| Manage Asset and Connected Field Service (5-10%) | 5-10% | - Implement connected field service scenarios
- Process IoT alerts and work order creation
- Manage asset IoT connections and monitoring
- Configure IoT integrations and alerts
|
| Manage Work Orders (20-25%) | 20-25% | - Manage work order reporting and analytics
- Configure work order lifecycle and statuses
- Create and manage work orders
- Manage work order products, services, and notes
- Process work order inspections and recommendations
- Handle work order incidents and resolutions
|
| Scheduling and Dispatch (20-25%) | 20-25% | - Configure map view and route optimization
- Optimize schedules using resource scheduling optimization
- Manage scheduling options and requirements
- Configure schedule board and board features
- Schedule work orders using various methods
- Handle scheduling conflicts and rescheduling
|