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Work Orders Management: 15-20%
- Creating and Operating Work Orders: The applicants should be able to develop work orders from an opportunity or incident. They should know how to close work orders, configure asset location and hierarchy on work orders, and associate a specific work order with a price list.
- Explaining the Lifecycle of Work Orders: This area requires that the learners demonstrate their skills in configuring work orders, stages of work order lifecycle, capabilities, and uses of service accounts, functional locations, and billing accounts.
- Managing Incidents: This objective will measure competence in configuring incident types, adding services, products, as well as service tasks to incidents.
- Creating and Operating Agreements: This section requires one’s competence in determining the timeframe for agreements usage, creating bookings, invoices, and entitlements, and SLAs for agreements.
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
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The Microsoft MB-240: Microsoft Dynamics 365 Field Service exam is a prerequisite test that is part of the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification. You need to pass two exams in total to get this certificate, and the second test is Microsoft PL-200.
Inventory & Purchasing Management: 5-10%
- Operating Customer Assets: The test takers should demonstrate their skills in creating child assets, configuring asset properties, 3D asset forms, and uses for the customer assets.
- Operating Purchasing & Product Returns: The examinees will be required to demonstrate competence in creating purchase orders, determining product return alternatives, explaining purchase order processes, as well as finalizing returns.
- Operating Inventory & Warehouses: This subtopic covers the learners’ skills in viewing product inventory, setting up warehouses and inventory, adjusting inventory, and updating inventory manually with the use of inventory journals.
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Microsoft MB-240 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: 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 |
| Topic 2: Manage the Field Service mobile app | 5–10% | - Install, configure, and deploy mobile app - Customize mobile forms, views, and offline capabilities - Manage mobile user access, security, and synchronization |
| Topic 3: Implement Microsoft Power Platform | 5–10% | - Extend functionality with customizations and solutions - Integrate with Power Apps, Power Automate, and Power BI - Configure and use connected field service and IoT features |
| Topic 4: Configure field service applications | 20–25% | - Configure resources, resource types, and resource roles - Configure service agreements, booking rules, and settings - Configure incident types, service tasks, and products - Configure core settings and administration areas |
| Topic 5: 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 |
| Topic 6: Manage work orders and customer assets | 25–30% | - Manage customer assets, asset hierarchies, and service history - Process work order lifecycle: creation, assignment, completion, and closure - Manage work order products, services, and skills requirements - Create and manage work orders, work order types, and statuses |

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