Last Updated: Jul 21, 2026
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The potential candidates for the Microsoft MB-240 exam might actually be trying to find the best way to prepare for their test. To achieve success in this certification exam, they should do the following:
Step 1: Check Out Microsoft Documentation
Those individuals who are studying for this test should start by finding some reliable documentation to substitute their preparation process. There is no need to worry because Microsoft is a responsible vendor, which strives to make your certification journey quick and easy. In fact, there is no place more reputable and generous than the place where the exam has stemmed from. The official site is full of documentation that you can use. Therefore, you should visit the platform and find out exactly what the vendor has for you.
The Microsoft MB-240 exam is dedicated to Dynamics 365 Customer Engagement Functional Consultants who have Field Service experience. These specialists have the necessary experience to implement solutions and manage resources that help them complete the field service lifecycle.
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Manage work orders and customer assets | 25–30% | - Create and manage work orders, work order types, and statuses - Manage customer assets, asset hierarchies, and service history - Manage work order products, services, and skills requirements - Process work order lifecycle: creation, assignment, completion, and closure |
| Topic 2: 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 3: Manage inventory and purchasing | 5–10% | - Manage purchasing, purchase orders, and vendor returns - Configure inventory settings, warehouses, and product catalog - Process inventory transactions: receive, transfer, adjust, and consume |
| Topic 4: Schedule and dispatch work orders | 15–20% | - Use schedule board, schedule assistant, and resource optimization - Configure scheduling parameters, booking statuses, and requirements - Manage bookings, resource availability, and conflicts - Configure and use resource scheduling optimization (RSO) |
| Topic 5: Manage the Field Service mobile app | 5–10% | - Manage mobile user access, security, and synchronization - Customize mobile forms, views, and offline capabilities - Install, configure, and deploy mobile app |
| Topic 6: Configure field service applications | 20–25% | - Configure incident types, service tasks, and products - Configure resources, resource types, and resource roles - Configure service agreements, booking rules, and settings - Configure core settings and administration areas |
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