Exam Name: Microsoft Dynamics 365 Field Service Functional Consultant
Certification Provider: Microsoft
Corresponding Certification: Microsoft Dynamics 365
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Check Updated on: Aug 05, 2026
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MB-240: Microsoft Dynamics 365 for Field Service Certification Path
MB-240: Microsoft Dynamics 365 for Field Service Exam is foundation level Certification. As such There is no prerequisite for this course. Anyone who is having keen and familiar with general Microsoft Dynamics 365 concepts and the technologies. More than 85% of IT support roles require a good foundation of Microsoft Dynamics 365 concepts. Aspirants should have some hands-on experience with enterprise mobility, cloud services, device security.
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For more info read reference:
Universal Resource Scheduling in Microsoft Dynamics 365 for Field Service Manage scheduling options in Dynamics 365 for Field Service
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
Microsoft MB-240 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Configure field service applications | 20–25% | - Configure incident types, service tasks, and products - Configure core settings and administration areas - Configure service agreements, booking rules, and settings - Configure resources, resource types, and resource roles |
| Manage work orders and customer assets | 25–30% | - Manage customer assets, asset hierarchies, and service history - Process work order lifecycle: creation, assignment, completion, and closure - Create and manage work orders, work order types, and statuses - Manage work order products, services, and skills requirements |
| Implement Microsoft Power Platform | 5–10% | - Configure and use connected field service and IoT features - Extend functionality with customizations and solutions - Integrate with Power Apps, Power Automate, and Power BI |
| Schedule and dispatch work orders | 15–20% | - Configure scheduling parameters, booking statuses, and requirements - Use schedule board, schedule assistant, and resource optimization - Configure and use resource scheduling optimization (RSO) - Manage bookings, resource availability, and conflicts |
| Manage inventory and purchasing | 5–10% | - Process inventory transactions: receive, transfer, adjust, and consume - Configure inventory settings, warehouses, and product catalog - Manage purchasing, purchase orders, and vendor returns |
| Manage the Field Service mobile app | 5–10% | - Customize mobile forms, views, and offline capabilities - Install, configure, and deploy mobile app - Manage mobile user access, security, and synchronization |
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