Almanac
Almanac/training/mb-240beta

Dynamics 365 Field Service Functional Consultant Associate

MB-240intermediate19 uncoveredDynamics 365 Field Service
120–25%Configure field service applications — 20–25% · 5 covered, 14 doc only, 7 uncovered225–30%Manage work orders and customer assets — 25–30% · 7 covered, 14 doc only, 5 uncovered315–20%Schedule and dispatch work orders — 15–20% · 3 covered, 7 doc only, 5 uncovered45–10%Manage the Field Service mobile app — 5–10% · 4 covered, 6 doc only, 4 uncovered55–10%Manage inventory and purchasing by using the built-in inventory management system — 5–10% · 5 covered, 3 doc only, 2 uncovered65–10%Implement Microsoft Power Platform — 5–10% · 2 covered, 0 doc only, 4 uncovered
module + docdoc onlynothingcircle size = share of the exam

Where the marks are

Skills measured as of 18 September 2025 · re-read nightly
Configure field service applications26 objectives · 7h 17m
Manage work orders and customer assets26 objectives · 6h 16m
Schedule and dispatch work orders15 objectives · 1h 26m
Manage the Field Service mobile app14 objectives · 7h 6m
Manage inventory and purchasing by using the built-in inventory management system10 objectives · 4h 58m
Implement Microsoft Power Platform6 objectives · 3h 35m
Stage 1

Configure field service applications

20–25% · 7h 17m

Configure core Field Service components

Implement security for standard user groups
Weak matchDoc only
GA Apr 1, 2026 · 168 days, no module·KB: Field Service security roles and personas
Configure territories, postal codes, and organizational units
Weak matchDoc only
GA Oct 31, 2025 · 320 days, no module·KB: Territories and resource territory coverage
Configure characteristics and proficiency models
Doc only
GA Oct 31, 2025 · 320 days, no module·KB: Characteristics, proficiency ratings and resource categories
Implement resource roles and categories
Doc only
GA Jun 1, 2026 · 107 days, no module·KB: Characteristics, proficiency ratings and resource categories
Configure Field Service settings
Covered
Configure Microsoft Dynamics 365 Field Service1h 8m·KB: Field Service Settings
Configure trades and trade coverages
No module
No module maps to this objective
Configure not-to-exceed values
No module
No module maps to this objective
Configure Copilot summary
Doc only
GA May 29, 2026 · 110 days, no module·KB: Copilot work order summary and summary configuration

Configure product and service pricing

Create and configure required product and service types
Weak matchDoc only
GA Apr 29, 2026 · 140 days, no module·KB: Work order incident types
Configure minimum charge amounts and durations
No module
No module maps to this objective
Determine how pricing rules affect the price that is applied to a product on a work order
Doc only
No module maps to this objective·KB: Work order service tasks
Associate products and services with price lists
Weak matchCovered
Set up the product catalog in Dynamics 365 Sales46m·KB: Products and services on a work order

Configure bookable resources

Create and manage bookable resources, including frontline workers
Weak matchCovered
Set up pricing dimensions in Dynamics 365 Project Operations1h 20m·KB: Bookable resources and resource types
Configure start and end locations for resources
Weak matchDoc only
GA Jun 1, 2026 · 107 days, no module·KB: Bookable resources and resource types
Configure pay types and rates
Weak matchDoc only
No module maps to this objective·KB: Bookable resources and resource types
Configure working hours and working hour templates
Doc only
No module maps to this objective·KB: Resource work hours, calendars and work hour templates
Manage time off requests
No module
No module maps to this objective
Enable technician time tracking
Doc only
No module maps to this objective·KB: Technician location tracking and geofencing
Configure facilities and equipment
No module
No module maps to this objective

Configure scheduling of multiple resources

Configure and apply Requirement group templates
Weak matchDoc only
GA Apr 1, 2026 · 168 days, no module·KB: Asset properties, templates and property logs
Set up resource pools and crews
Doc only
GA Jun 1, 2026 · 107 days, no module·KB: Resource pools and deferred assignment
Schedule and visualize pools, crews, and Requirement groups on the schedule board
Doc only
GA Jun 1, 2026 · 107 days, no module·KB: Requirement groups and multi-day scheduling

Integrate other tools with Field Service

Implement Dynamics 365 Remote Assist for use with Field Service
Covered
Customize and configure the Dynamics 365 Field Service Mobile application1h 10m·KB: Field Service and Field Service Contractor licences
Set up and use Dynamics 365 Remote Assist one-time call
No module
Set up and use budget control in Dynamics 365 Finance1h
Use Dynamics 365 Guides with work orders
No module
Work with subcontracts in Dynamics 365 Project Operations38m
Set up the Field Service Portal
Weak matchCovered
Set up Service management in Dynamics 365 Supply Chain Management1h 15m·KB: Field Service security roles and personas
Stage 2

Manage work orders and customer assets

25–30% · 6h 16m

Configure the work order lifecycle

Configure work order types and work order resolutions
Weak matchCovered
Work with order to cash in Dynamics 365 Supply Chain Management1h 41m·KB: Work order resolutions
Configure booking status and work order sub-status values
Doc only
GA Jun 1, 2026 · 107 days, no module·KB: Work order lifecycle and system status

Create and manage work orders

Create a work order
Covered
Work with order to cash in Dynamics 365 Supply Chain Management1h 41m·KB: Work order incident types
Add status and sub-status information to a work order
Doc only
GA Apr 29, 2026 · 140 days, no module·KB: Work order lifecycle and system status
Organize work orders and resources by geography
No module
GA Jun 1, 2026 · 107 days, no module
Associate a work order with a price list, service-level agreement, and entitlement
Doc only
No module maps to this objective·KB: Work order resolutions
Close a work order, including attaching a work order resolution
Doc only
No module maps to this objective·KB: Work order resolutions
Create a work order by using Microsoft 365 Copilot in Outlook
No module
Deploy and configure Sales in Microsoft 365 Copilot1h 8m

Manage incidents

Configure incident types and suggestions
Doc only
No module maps to this objective·KB: Work order incident types
Assign requirement group templates to incident types
Doc only
GA Apr 1, 2026 · 168 days, no module·KB: Work order incident types
Add service tasks to incidents
Doc only
GA Apr 29, 2026 · 140 days, no module·KB: Work order service tasks
Add products and services to incidents
No module
GA Apr 29, 2026 · 140 days, no module

Create and manage agreements

Configure agreements
Doc only
No module maps to this objective·KB: Agreements that generate work orders
Configure automatic generation of work orders
Doc only
No module maps to this objective·KB: Agreements that generate work orders
Configure agreement booking setup
No module
GA Jun 1, 2026 · 107 days, no module
Configure agreement invoicing
No module
No module maps to this objective
Create entitlements for agreements
Weak matchCovered
Create and manage entitlements in Microsoft Dynamics 365 Customer Service50m·KB: Agreements that generate work orders

Manage inspections

Create inspection templates
Doc only
No module maps to this objective·KB: Inspection template versioning and publishing
Associate inspections with work orders and customer assets
Covered
Customer assets in Dynamics 365 Field Service45m·KB: Attaching inspections to service task types and work orders
Create inspections without work orders
Weak matchDoc only
No module maps to this objective·KB: Work order types and their defaults

Configure customer assets

Create and manage customer assets
Weak matchCovered
Customer assets in Dynamics 365 Field Service45m·KB: Customer assets and asset hierarchies
Configure products to enable automatic creation of customer assets
Weak matchCovered
Create or update records automatically in Customer Service Hub45m·KB: Customer assets and asset hierarchies
Create child assets
Doc only
No module maps to this objective·KB: Functional locations for assets
Configure 3D asset models
Doc only
No module maps to this objective·KB: Customer assets and asset hierarchies
Create and manage functional locations
Weak matchCovered
Set up functional locations in Asset Management for Dynamics 365 Supply Chain Management1h 7m·KB: Functional locations for assets
Configure properties and property templates
Doc only
No module maps to this objective·KB: Asset properties, templates and property logs
Stage 3

Schedule and dispatch work orders

15–20% · 1h 26m

Manage scheduling options

Schedule work orders by using the schedule board and schedule assistant
Weak matchCovered
Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management51m·KB: Schedule board configuration
Configure fulfillment preferences
No module
No module maps to this objective
Configure quick scheduling (“quick book“)
Weak matchDoc only
GA Jun 1, 2026 · 107 days, no module·KB: Licensing the Resource Scheduling Optimization add-on
Configure resource requirements for multi-day scheduling
Doc only
GA Jun 1, 2026 · 107 days, no module·KB: Requirement groups and multi-day scheduling
Include appointments in scheduling
Doc only
GA Jun 1, 2026 · 107 days, no module·KB: Requirement groups and multi-day scheduling

Configure, customize, and manage schedule boards

Configure and manage schedule boards, including customizing views
Weak matchDoc only
GA Jun 1, 2026 · 107 days, no module·KB: Schedule board configuration
Configure the Requirements panel
No module
GA Apr 1, 2026 · 168 days, no module
Configure schedule board settings
Weak matchCovered
Extend Universal Resource Scheduling with Dynamics 365 Project Operations35m·KB: Schedule board configuration
Customize a schedule board
Covered
Extend Universal Resource Scheduling with Dynamics 365 Project Operations35m·KB: Schedule board configuration

Configure the schedule assistant

Configure schedule assistant settings
Doc only
GA Jun 1, 2026 · 107 days, no module·KB: Schedule assistant and its filters
Apply filtering constraints
No module
No module maps to this objective
Troubleshoot the schedule assistant
Doc only
GA Jun 1, 2026 · 107 days, no module·KB: Schedule assistant and its filters

Configure Universal Resource Scheduling

Enable scheduling for a table, including configuring the metadata
No module
GA Jun 1, 2026 · 107 days, no module
Configure geocoding for a custom table
No module
No module maps to this objective
Configure booking timestamps, booking journals, and actuals
Weak matchDoc only
GA Jun 1, 2026 · 107 days, no module·KB: Warehouses, truck stock and inventory journals
Stage 4

Manage the Field Service mobile app

5–10% · 7h 6m

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
Doc only
GA Jun 1, 2026 · 107 days, no module·KB: Work order service tasks
Service and maintain customer assets, including IoT devices
Covered
Use Connected Customer Service with Dynamics 365path1h 28m·KB: Customer assets and asset hierarchies
Perform inspections, including adding ad hoc inspections
No module
GA Nov 1, 2025 · 319 days, no module
Manage working offline
No module
GA May 14, 2026 · 125 days, no module
Perform time entry
Weak matchNo module
Create and process expense reports in Dynamics 365 Project Operations2h 4m
Launch related apps, including Dynamics 365 Remote Assist and Guides
Weak matchNo module
Configure forecasts in Dynamics 365 Sales46m

Set up the mobile app

Configure security roles
Weak matchCovered
Get started with security roles in Dataverse41m·KB: Field Service security roles and personas
Customize the mobile app including forms, views, pages, and navigation
Covered
Customize and configure the Dynamics 365 Field Service Mobile application1h 10m·KB: Customising the Field Service mobile app
Enable and configure location tracking and geofencing
Doc only
GA Oct 31, 2025 · 320 days, no module·KB: Technician location tracking and geofencing
Configure mobile offline profiles, online mode, and synchronization
Doc only
GA Jun 1, 2026 · 107 days, no module·KB: Designing the mobile offline profile
Configure push notifications
Doc only
No module maps to this objective·KB: Push notifications to the mobile app
Configure barcode features
Doc only
No module maps to this objective·KB: Barcode scanning and image capture on mobile
Install the mobile app
Covered
Get started with the Dynamics 365 Sales mobile app57m·KB: Customising the Field Service mobile app
Configure technician service reports
Weak matchDoc only
GA Apr 29, 2026 · 140 days, no module·KB: Copilot in the Field Service mobile app
Stage 5

Manage inventory and purchasing by using the built-in inventory management system

5–10% · 4h 58m

Manage inventory and warehouses

Set up inventory and warehouses
Covered
Set up and work with inventory control in Dynamics 365 Supply Chain Management39m·KB: Warehouses, truck stock and inventory journals
View product inventory
Weak matchDoc only
GA Jun 1, 2026 · 107 days, no module·KB: Warehouses, truck stock and inventory journals
Adjust inventory levels
Weak matchCovered
Use item journals in the warehouse in Dynamics 365 Business Central37m·KB: Warehouses, truck stock and inventory journals
Transfer inventory between warehouses
Doc only
No module maps to this objective·KB: Warehouses, truck stock and inventory journals
Manually update inventory by using inventory journals
Weak matchCovered
Use item journals in the warehouse in Dynamics 365 Business Central37m·KB: Warehouses, truck stock and inventory journals

Manage purchasing and product returns

Create purchase orders
Covered
Process purchase orders in Dynamics 365 Supply Chain Management1h 55m·KB: Purchase orders and receipts in Field Service
Create a list of receivable products for a purchase order
Weak matchCovered
Process purchase order invoices in Dynamics 365 Finance1h 27m·KB: Products and services on a work order
Create return merchandise authorizations
No module
No module maps to this objective
Create return to vendor transactions
Weak matchNo module
Manage returns to vendors in Dynamics 365 Business Central20m
Finalize returns
Weak matchDoc only
No module maps to this objective·KB: Returns: RMAs, RTVs and changing asset ownership
Stage 6

Implement Microsoft Power Platform

5–10% · 3h 35m

Configure model-driven apps

Create and configure forms
Weak matchNo module
Create forms in Dynamics 365 Customer Insights - Journeys36m
Create and configure views
Weak matchNo module
Load/export data and create data views in Dataverse52m
Configure navigation
No module
No module maps to this objective

Create custom apps and automations

Create task-specific canvas apps and custom pages
No module
No module maps to this objective
Embed apps in Field Service
Weak matchCovered
Integrate and use Field Service with Dynamics 365 Business Central1h 6m·KB: Installing and deploying Field Service
Use Power Automate cloud flows to automate tasks and enhance Field Service
Weak matchCovered
Extend Dynamics 365 apps with Power Platform and Copilot Studio1h 1m·KB: Field Service Settings