Inventory & Purchasing Management: 5-10%

• 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.
• 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.

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Microsoft MB-240: Requirements

The target candidates for the MB-240 test are Microsoft Dynamics 365 Customer Engagement Functional Consultants. These specialists are responsible for the implementation of solutions that administer the resources associated with the Field Service lifecycle completion. The applicants need to possess the expertise in the Field Service and Microsoft Power Apps-based mobile apps.

This certification exam does not have any compulsory requirements. However, the candidates for the test should have the relevant skills in customizing and configuring the elements of Field Service applications. These include configuring services, resources, inventory integration, characteristics, and incidents. They should be familiar with service agreements, work orders, field service user roles, recourse scheduling, and service tasks. The students should also be conversant with the connected Field Service solutions and Field Service mobile app configuration.

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

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Work Orders Scheduling and Dispatch: 25-30%

• 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.
• Optimizing Resource Scheduling: The test takers need to possess the knowledge of the resource optimization process, constraints, and objectives, as well as optimization profiles.
• Implementing Schedule Assistant: This subject area covers your skills in filtering data, specifying search radiuses, applying restrictions to resource queries, and troubleshooting Schedule Assistants.
• 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.
• 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.

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Microsoft MB-240 Exam Syllabus Topics: