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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 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.
- 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.
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
Step 2: Online Training
Microsoft offers free online courses for the MB-240 exam to all the candidates. The training courses are compiled and delivered by the experienced experts in the field and are available for free. They cover various topics that you need to learn to be able to deal with the questions during the test. It is a very convenient possibility for those who don’t want to pay.
Skills Tested in the MB-240 Exam
The first thing every candidate should do is review the full list of exam topics. So, the Microsoft Dynamics 365 Field Service test checks a deep understanding of the configuration of field service apps as well as the configuration of a product, service pricing, and bookable resources. Moreover, each test-taker should have an in-depth insight into the management of work orders including incidents, agreements, and inspections. Then, everyone should be experienced in how to schedule and dispatch work orders using schedule boards and Schedule Assistant alongside the configuration of the Universal Resource Scheduling. And the expertise in the management of field service mobility in the new Power Apps-based mobile applications and its configuration will be tested as well. It should be noted that this exam does not cover questions regarding the Xamarin-based mobile application. And finally, the Microsoft MB-240 will measure your ability in the management of inventory and purchasing together with the implementation of Connected Field Service.
Career Path for Microsoft MB-240 Certification Exam-Passers
The successful candidates who get the passing score in the Microsoft MB-240 exam are eligible for different roles, such as:
- Solutions Architect with the Internet of Things Skills.
- Data Analyst;
- Field Service Engineer;
Payscale.com mentions that a Solutions Architect with the Internet of Things skills can get an annual salary of around $105k. Also, a Data Analyst can ask for an offer of $61k per year as stated by the same site.
Microsoft MB-240 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Schedule and dispatch work orders | 15–20% | - Use schedule board, schedule assistant, and resource optimization - Configure and use resource scheduling optimization (RSO) - Configure scheduling parameters, booking statuses, and requirements - Manage bookings, resource availability, and conflicts |
| Manage work orders and customer assets | 25–30% | - Process work order lifecycle: creation, assignment, completion, and closure - 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 |
| Manage the Field Service mobile app | 5–10% | - Manage mobile user access, security, and synchronization - Install, configure, and deploy mobile app - Customize mobile forms, views, and offline capabilities |
| Implement Microsoft Power Platform | 5–10% | - Integrate with Power Apps, Power Automate, and Power BI - Extend functionality with customizations and solutions - Configure and use connected field service and IoT features |
| 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 core settings and administration areas - Configure incident types, service tasks, and products - Configure service agreements, booking rules, and settings - Configure resources, resource types, and resource roles |




