MB-240 Study Guide

Exam Quick Facts

Study Resources

Skills at a Glance

Who is this exam for?

This Dynamics 365 certification covers Microsoft’s business applications platform. It tests your ability to configure, customise, and manage Dynamics 365 solutions for specific business functions. This is an associate-level exam that expects hands-on experience. You should have practical knowledge of the technologies covered.

This exam is retiring on 2026-06-30. The replacement exam is Refreshed Dynamics 365 AI certs. If you’re planning to take this exam, schedule it before the retirement date.

Skills Measured

Configure field service applications (20–25%)

This domain covers application management. You need to understand how to deploy, configure, and protect applications across the platform.

Configure core Field Service components

• Implement security for standard user groups
• Configure territories, postal codes, and organizational units
• Configure characteristics and proficiency models
• Implement resource roles and categories
• Configure Field Service settings
• Configure trades and trade coverages
• Configure not-to-exceed values
• Configure Copilot summary

Configure product and service pricing

• Create and configure required product and service types
• Configure minimum charge amounts and durations
• Determine how pricing rules affect the price that is applied to a product on a work order
• Associate products and services with price lists

Configure bookable resources

• Create and manage bookable resources, including frontline workers
• Configure start and end locations for resources
• Configure pay types and rates
• Configure working hours and working hour templates
• Manage time off requests
• Enable technician time tracking
• Configure facilities and equipment

Configure scheduling of multiple resources

• Configure and apply Requirement group templates
• Set up resource pools and crews
• Schedule and visualize pools, crews, and Requirement groups on the schedule board

Integrate other tools with Field Service

• Implement Dynamics 365 Remote Assist for use with Field Service
• Set up and use Dynamics 365 Remote Assist one-time call
• Use Dynamics 365 Guides with work orders
• Set up the Field Service Portal

Manage work orders and customer assets (25–30%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

Configure the work order lifecycle

• Configure work order types and work order resolutions
• Configure booking status and work order sub-status values

Create and manage work orders

• Create a work order
• Add status and sub-status information to a work order
• Organize work orders and resources by geography
• Associate a work order with a price list, service-level agreement, and entitlement
• Close a work order, including attaching a work order resolution
• Create a work order by using Microsoft 365 Copilot in Outlook

Manage incidents

• Configure incident types and suggestions
• Assign requirement group templates to incident types
• Add service tasks to incidents
• Add products and services to incidents

Create and manage agreements

• Configure agreements
• Configure automatic generation of work orders
• Configure agreement booking setup
• Configure agreement invoicing
• Create entitlements for agreements

Manage inspections

• Create inspection templates
• Associate inspections with work orders and customer assets
• Create inspections without work orders

Configure customer assets

• Create and manage customer assets
• Configure products to enable automatic creation of customer assets
• Create child assets
• Configure 3D asset models
• Create and manage functional locations
• Configure properties and property templates

Schedule and dispatch work orders (15–20%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

Manage scheduling options

• Schedule work orders by using the schedule board and schedule assistant
• Configure fulfillment preferences
• Configure quick scheduling (“quick book“)
• Configure resource requirements for multi-day scheduling
• Include appointments in scheduling

Configure, customize, and manage schedule boards

• Configure and manage schedule boards, including customizing views
• Configure the Requirements panel
• Configure schedule board settings
• Customize a schedule board

Configure the schedule assistant

• Configure schedule assistant settings
• Apply filtering constraints
• Troubleshoot the schedule assistant

Configure Universal Resource Scheduling

• Enable scheduling for a table, including configuring the metadata
• Configure geocoding for a custom table
• Configure booking timestamps, booking journals, and actuals

Manage the Field Service mobile app (5–10%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

Deliver work orders by using the mobile app

• Complete work orders, including tasks, booking statuses, follow-up work orders, signatures, images, and Field Service technician reports
• Service and maintain customer assets, including IoT devices
• Perform inspections, including adding ad hoc inspections
• Manage working offline
• Perform time entry
• Launch related apps, including Dynamics 365 Remote Assist and Guides

Set up the mobile app

• Configure security roles
• Customize the mobile app including forms, views, pages, and navigation
• Enable and configure location tracking and geofencing
• Configure mobile offline profiles, online mode, and synchronization
• Configure push notifications
• Configure barcode features
• Install the mobile app
• Configure technician service reports

Manage inventory and purchasing by using the built-in inventory management system (5–10%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

Manage inventory and warehouses

• Set up inventory and warehouses
• View product inventory
• Adjust inventory levels
• Transfer inventory between warehouses
• Manually update inventory by using inventory journals

Manage purchasing and product returns

• Create purchase orders
• Create a list of receivable products for a purchase order
• Create return merchandise authorizations
• Create return to vendor transactions
• Finalize returns

Implement Microsoft Power Platform (5–10%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

Configure model-driven apps

• Create and configure forms
• Create and configure views
• Configure navigation

Create custom apps and automations

• Create task-specific canvas apps and custom pages
• Embed apps in Field Service
• Use Power Automate cloud flows to automate tasks and enhance Field Service

What to Study Next

Based on this exam, here are related certifications to consider:

• MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant — Associate
• PL-200: Microsoft Power Platform Functional Consultant — Associate

Quick Links

• Official Exam Page
• Microsoft Study Guide
• Practice Assessment