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Step 2: Online Training
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Who should take the MB-240: Microsoft Dynamics 365 for Field Service Exam
The MB-240 Exam certification is an internationally-recognized certification which help to have validation for those professionals who are keen to make their career in 10 domain. Candidates for this exam should be familiar with work order lifecycle, capabilities for billing accounts, requirement groups concepts and the technologies. Candidates should have some hands-on experience with resource scheduling optimization, schedule board implementation dispatch work orders. It is good for these candidates:
- IT Professional
- Fresher
Step 5: Online Forums
Online forums are known as an ideal place to study and prepare for the certification tests. The individuals can enroll themselves in online forums to boost their general preparation process. You will be happy to know that Microsoft offers online forums where the learners can participate freely and raise any issues or doubts regarding their preparation. You will be able to get all the answers to your questions right away after presenting your issues to the community. The students are free to select their topic or support area whichever they would want to explore.
What is the duration, language, and format of MB-240: Microsoft Dynamics 365 for Field Service Exam
- Type of Questions: This test format is multiple choice.
- Passing Score: 700 / 1000
- language: English, Chinese (Simplified), Chinese (Traditional), French, German, Italian, Japanese, Korean, Portuguese (Brazil), Russian, Spanish, Spanish (Latin America), Turkish
- Number of Questions: 40 to 60 questions(Since Microsoft does not publish this information, the number of exam questions may change without notice.)
- Length of Examination: 50 mins
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
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Microsoft MB-240 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Manage work orders and customer assets | 25–30% | - Manage customer assets, asset hierarchies, and service history - Create and manage work orders, work order types, and statuses - Process work order lifecycle: creation, assignment, completion, and closure - Manage work order products, services, and skills requirements |
| Implement Microsoft Power Platform | 5–10% | - Configure and use connected field service and IoT features - Integrate with Power Apps, Power Automate, and Power BI - Extend functionality with customizations and solutions |
| Schedule and dispatch work orders | 15–20% | - Configure and use resource scheduling optimization (RSO) - Use schedule board, schedule assistant, and resource optimization - Configure scheduling parameters, booking statuses, and requirements - Manage bookings, resource availability, and conflicts |
| Manage inventory and purchasing | 5–10% | - Manage purchasing, purchase orders, and vendor returns - Process inventory transactions: receive, transfer, adjust, and consume - Configure inventory settings, warehouses, and product catalog |
| Configure field service applications | 20–25% | - Configure incident types, service tasks, and products - Configure core settings and administration areas - Configure service agreements, booking rules, and settings - Configure resources, resource types, and resource roles |
| 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 |
Microsoft Dynamics 365 Field Service Functional Consultant Sample Questions:
You are a Dynamics 365 Field Service dispatcher using the Scheduling Assistant function.
One of your jobs does NOT want one of your resources to be scheduled to perform the work. The resource must be available to be scheduled for other jobs Solution: You select Load the Default Filters on the Schedule Board.
Does this meet the goal?
- A. No
- B. Yes
Correct Answer: A 🗳️
You work for a telecommunication firm.
You must configure and enable Agreements to ensure that work orders are automatically generated for customers who have contracted for that service, and that invoices are being sent at the correct intervals to the customers.
Which functions of the system support the requirement? To answer, move the appropriate function to the appropriate scenario. You may use each function once, more than once, or not at all You may need to move the split bar between panes or scroll to view the content.
NOTE: Each correct match is worth one point.
Correct Answer:

Explanation:
You are a systems administrator for a company implementing Dynamics 365 Field Service and planning to enable Dynamics 365 Remote Assist for frontline technicians. You previously installed the Field Service app.
You need to confirm that all prerequisites are in place so that both technicians and remote collaborators can use Remote Assist integrated with Field Service.
Solution: You assign the remote collaborator a license to access Microsoft Teams. You assign both the technician and the remote collaborator Field Service licenses, and set them up as bookable resources of type User.
Does this meet the goal?
- A. No
- B. Yes
Correct Answer: A 🗳️
You are the lead consultant on a Dynamics 365 Field Service implementation (or a commercial landscaping company. Some jobs require landscape technicians to be scheduled on a job (or multiple days.
What are three ways technicians can be scheduled over multiple days? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.
- A. Scheduling multiple resources to multiple days.
- B. Using Resource Scheduling Optimization (RSO).
- C. Manually on the schedule board.
- D. Creating a resource group on the Incident type.
- E. Using the scheduling assistant
Correct Answer: A,C,E 🗳️
To improve communications with customers, your company has decided to implement Twilio, a third-party communication platform that has call and messaging capabilities.
The Twilio solution includes a number of core components to deliver the capability, all of which need to be set up.
Which five steps should you take in sequence to prepare data for optimization? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
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
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