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Exam Information
Official specifications published by Microsoft
Exam Format
100 min
40-60
700
Associate
Registration
$165 USD
Pearson VUE or online proctoring
Validity
Annual renewal required
Pass renewal assessment on Microsoft Learn (free); Retake the certification exam
MB-240 Exam Topics and Domains
MB-240 is organized into 6 weighted domains. Expect to work with Asset Management, Microsoft 365 Copilot, Price Lists, Product Catalog, and more.
1
Configure field service applications
22.5%
Configure core Field Service components
Security and User GroupsGeographic and Organizational ConfigurationResource Characteristics and SkillsField Service Settings and AI
- Implement appropriate security for different user groups
- Configure geographic and organizational hierarchies
- Set up resource skills and characteristics for optimal scheduling
- Configure AI-powered features including Copilot
Configure product and service pricing
Product and Service ConfigurationPricing Rules and Calculations
- Configure product and service types appropriately
- Implement complex pricing rules and calculations
- Manage price lists and associations
Configure bookable resources
Resource ManagementWork Configuration
- Configure various types of bookable resources
- Set up work schedules and time tracking
- Manage resource availability and capacity
Configure scheduling of multiple resources
Multi-Resource Scheduling
- Configure and apply requirement group templates
- Manage resource pools and crews effectively
- Visualize multi-resource scheduling on schedule board
Integrate other tools with Field Service
Mixed Reality IntegrationPortal Configuration
- Integrate Remote Assist for remote support scenarios
- Configure Guides for work instructions
- Set up customer portals for self-service
2
Manage work orders and customer assets
27.5%
Configure the work order lifecycle
Work Order Configuration
- Configure work order types and resolutions
- Set up appropriate status and sub-status values
Create and manage work orders
Work Order Creation and Management
- Create work orders through various methods including Copilot
- Manage work order lifecycle from creation to closure
- Associate work orders with appropriate business entities
Manage incidents
Incident Configuration
- Configure incident types with appropriate suggestions
- Set up service tasks and product associations
Create and manage agreements
Agreement Management
- Configure service agreements
- Set up automatic work order generation
- Configure agreement-based invoicing
Manage inspections
Inspection Configuration
- Create and manage inspection templates
- Associate inspections with work orders and assets
Configure customer assets
Asset Management
- Configure customer assets and hierarchies
- Set up 3D asset models
- Manage functional locations and properties
3
Schedule and dispatch work orders
17.5%
Manage scheduling options
Scheduling Methods
- Use various scheduling methods effectively
- Configure fulfillment preferences
- Handle multi-day scheduling scenarios
Configure, customize, and manage schedule boards
Schedule Board Configuration
- Configure and customize schedule boards
- Manage requirements panel
- Create custom board views
Configure the schedule assistant
Schedule Assistant Setup
- Configure schedule assistant settings
- Apply appropriate filtering constraints
- Troubleshoot scheduling issues
Configure Universal Resource Scheduling
URS Configuration
- Enable scheduling for custom tables
- Configure geocoding for custom entities
- Set up booking tracking
4
Manage the Field Service mobile app
7.5%
Deliver work orders by using the mobile app
Mobile Work Order Management
- Complete work orders using mobile app
- Manage offline scenarios
- Integrate with other mobile apps
Set up the mobile app
Mobile App Configuration
- Configure mobile app security and access
- Set up offline capabilities
- Enable mobile-specific features
5
Manage inventory and purchasing by using the built-in inventory management system
7.5%
Manage inventory and warehouses
Inventory Management
- Configure inventory and warehouse management
- Perform inventory adjustments and transfers
Manage purchasing and product returns
Purchasing and Returns
- Manage purchase order lifecycle
- Process product returns effectively
6
Implement Microsoft Power Platform
7.5%
Configure model-driven apps
App Configuration
- Configure model-driven app components
- Customize forms and views
Create custom apps and automations
Custom Solutions
- Create task-specific canvas apps
- Implement automation with Power Automate
- Embed custom apps in Field Service
How do I earn this certification?
Practice with Precision
The PlanetCert Simulator mirrors the real exam environment with authentic questions and timed pressure.
How to study for this exam?
The most effective way to prepare for MB-240 is by using the PlanetCert Simulator to practice questions and review detailed explanations.
What's changed on this exam?
Current Status
- ACTIVE
- Last content update: 2025-03-19
- Announcement date: 2025-03-19
Updates
- Microsoft Copilot for Field Service 2025.1 New exam objectives added for Copilot configuration • Release date: 2025-03-01
- Field Service Mobile App 13.24081 Updated mobile configuration and offline sync topics • Release date: 2025-08-01
- Universal Resource Scheduling 3.12.x Enhanced scheduling algorithms and optimization features • Release date: 2025-07-01
- Power Platform Integration 2025 Release Wave 2 Deeper integration scenarios in exam questions • Release date: 2025-10-01
Who should take this exam?
This exam is typically taken by Dynamics 365 Field Service Functional Consultants and Solution Architects.
- Basic understanding of field service principles
- Understanding of Dynamics 365 suite of applications
- Knowledge of industry terminology
- Understanding of field service processes
- Familiarity with work order lifecycle
- Basic knowledge of Microsoft Power Platform