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

Work Orders Management: 15-20%

• 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.
• Managing Incidents: This objective will measure competence in configuring incident types, adding services, products, as well as service tasks to incidents.
• 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.
• 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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Work Orders Scheduling and Dispatch: 25-30%

• 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.
• 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 Assistant: This subject area covers your skills in filtering data, specifying search radiuses, applying restrictions to resource queries, and troubleshooting Schedule Assistants.
• 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.

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

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