Work Orders Scheduling and Dispatch: 25-30%

• Implementing Schedule Assistant: This subject area covers your skills in filtering data, specifying search radiuses, applying restrictions to resource queries, and troubleshooting Schedule Assistants.
• Configuring Universal Resource Scheduling: This domain will measure competence in creating prerequisite views, enabling scheduling for entities, and managing the work-hours calendar for prerequisites. The subtheme will also evaluate one’s expertise in creating Power Automate flows for the population of data within requirements records.
• Implementing Schedule Boards: Here the examinees should have the ability to reschedule and reassign work orders, schedule work orders manually, customize schedule boards, implement integrated map characteristics, and generate driving guidelines for field agents.
• Managing Scheduling Alternatives: The candidates need to have the skills in configuring Quick Book and fulfillment preferences, as well as scheduling work orders with the Schedule Assistant and Schedule Board.
• Optimizing Resource Scheduling: The test takers need to possess the knowledge of the resource optimization process, constraints, and objectives, as well as optimization profiles.

Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx

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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:

• 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.

• 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.

• 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.

• 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.

• 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.

Step 4: Books

Although this is the oldest source to study, books are the most efficient option to prepare for any certification exam. They are considered to be very popular to form or create a strong base for your test. The market place is flooded with guides that can help the applicants build that strong foundation and familiarity with all the exam topics and subtopics. The candidates for Microsoft MB-240 can refer to the books listed below to prepare with great deliberation:

• Exam MB-200 & MB-240: Dynamics 365 for Field Service Functional Consultant Associate.
• Latest Microsoft Dynamics 365 Field Service Exam MB-240 Questions and Answers;

Microsoft MB-240 Exam Syllabus Topics: