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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.
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Exam MB-240: Microsoft Dynamics 365 Field Service
Candidates for this exam are Microsoft Dynamics 365 Customer Engagement Functional Consultants with Field Service expertise. Candidates are responsible for implementing solutions that manage resources which complete the field service lifecycle.
Candidates implement the field service processes designed in collaboration with internal and external teams. This collaboration includes configuring the default administration areas of the Field Service application, deploying the Connected Field Service (IoT) solution and the mobile application, and implementing any additional customizations needed. Candidates are responsible for the configuration and deployment of the Field Service application in conjunction with the core customer service application.
Candidates must have knowledge of how to configure and customize components of the Field Service application, including configuring services, resources, characteristics, incidents, inventory integration, service agreements, resource scheduling, work orders, service tasks, field service user roles, field service settings, the Connected Field Service (IoT) solution, and configuration of the Field Service Mobile application. Candidates must be familiar with the Microsoft Power Apps-based mobile application. The Xamarin-based mobile application will not be covered on this exam.
Part of the requirements for: Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
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Microsoft MB-240日本語 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| 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 - Manage work order products, services, and skills requirements - Create and manage work orders, work order types, and statuses |
| Implement Microsoft Power Platform | 5–10% | - Extend functionality with customizations and solutions - Configure and use connected field service and IoT features - Integrate with Power Apps, Power Automate, and Power BI |
| Configure field service applications | 20–25% | - Configure core settings and administration areas - Configure resources, resource types, and resource roles - Configure incident types, service tasks, and products - Configure service agreements, booking rules, and settings |
| Schedule and dispatch work orders | 15–20% | - Configure and use resource scheduling optimization (RSO) - Configure scheduling parameters, booking statuses, and requirements - Manage bookings, resource availability, and conflicts - Use schedule board, schedule assistant, and resource optimization |
| Manage the Field Service mobile app | 5–10% | - Customize mobile forms, views, and offline capabilities - Manage mobile user access, security, and synchronization - Install, configure, and deploy mobile app |
| 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 |
