Microsoft Dynamics 365 Field Service Functional Consultant : MB-240

  • Exam Code: MB-240
  • Exam Name: Microsoft Dynamics 365 Field Service Functional Consultant
  • Updated: Jul 28, 2026
  • Q & A: 230 Questions and Answers

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About Microsoft Dynamics 365 Field Service Functional Consultant : MB-240 Exam

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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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Who should take the MB-240: Microsoft Dynamics 365 for Field Service Exam

The MB-240 Exam certification is an internationally-recognized certification which help to have validation for those professionals who are keen to make their career in 10 domain. Candidates for this exam should be familiar with work order lifecycle, capabilities for billing accounts, requirement groups concepts and the technologies. Candidates should have some hands-on experience with resource scheduling optimization, schedule board implementation dispatch work orders. It is good for these candidates:

  • IT Professional
  • Fresher

Work Orders Management: 15-20%

  • 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.
  • Managing Incidents: This objective will measure competence in configuring incident types, adding services, products, as well as service tasks to incidents.
  • 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.

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Languages: English, Japanese

Retirement date: none

This exam measures your ability to accomplish the following technical tasks: configure field service applications; manage work orders; schedule and dispatch work orders; manage field service mobility; manage inventory and purchasing; and implement Connected Field Service.

Microsoft MB-240 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Manage the Field Service mobile app5–10%- Manage mobile user access, security, and synchronization
- Install, configure, and deploy mobile app
- Customize mobile forms, views, and offline capabilities
Topic 2: Configure field service applications20–25%- 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 3: Manage inventory and purchasing5–10%- Process inventory transactions: receive, transfer, adjust, and consume
- Manage purchasing, purchase orders, and vendor returns
- Configure inventory settings, warehouses, and product catalog
Topic 4: Manage work orders and customer assets25–30%- 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
Topic 5: Schedule and dispatch work orders15–20%- 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
Topic 6: Implement Microsoft Power Platform5–10%- Configure and use connected field service and IoT features
- Extend functionality with customizations and solutions
- Integrate with Power Apps, Power Automate, and Power BI

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