Last Updated: Aug 13, 2026
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To be eligible for the MB-240 exam, candidates should have a basic understanding of the Microsoft Dynamics 365 platform and experience working with Microsoft Office 365, Microsoft Dynamics 365 Customer Engagement, and Microsoft Dynamics 365 for Field Service. Candidates also need to have experience in configuring and customizing the Field Service application, including configuring resource scheduling, creating and managing agreements, and configuring and managing IoT devices. Passing the MB-240 exam is a requirement for obtaining the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification.
Microsoft MB-240 certification exam is designed to test the skills and knowledge of professionals who are working as Dynamics 365 Field Service Functional Consultants. MB-240 exam covers a wide range of topics related to Microsoft Dynamics 365 Field Service, including installation, configuration, customization, and integration of the application. Passing the MB-240 exam demonstrates that an individual is proficient in the use of Dynamics 365 Field Service and can help organizations to streamline their field service operations.
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The MB-240 exam is intended for professionals who are responsible for implementing and configuring Dynamics 365 Field Service solutions for their organizations. Candidates for MB-240 exam should have a strong understanding of the application's features and capabilities, as well as experience with related technologies such as Azure, PowerApps, and Power BI. They should also possess excellent communication and problem-solving skills, as they will be required to work with customers to identify their business requirements and provide solutions that meet their needs.
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Manage the Field Service mobile app | 5–10% | - Install, configure, and deploy mobile app - Manage mobile user access, security, and synchronization - Customize mobile forms, views, and offline capabilities |
| Topic 2: Configure field service applications | 20–25% | - Configure service agreements, booking rules, and settings - Configure incident types, service tasks, and products - Configure resources, resource types, and resource roles - Configure core settings and administration areas |
| Topic 3: 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 |
| Topic 4: 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 |
| Topic 5: Manage work orders and customer assets | 25–30% | - Process work order lifecycle: creation, assignment, completion, and closure - Manage customer assets, asset hierarchies, and service history - Manage work order products, services, and skills requirements - Create and manage work orders, work order types, and statuses |
| Topic 6: Schedule and dispatch work orders | 15–20% | - Use schedule board, schedule assistant, and resource optimization - Manage bookings, resource availability, and conflicts - Configure scheduling parameters, booking statuses, and requirements - Configure and use resource scheduling optimization (RSO) |
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