How to study ...
There are a variety of ways to prepare for Microsoft Certifications, including formal training provided by Microsoft Learning Partners, group study and self-learning and the approach each of us take will depend on our own personal situation.
As I don’t have a lot of free cash to pay for formal training, and I find it difficult to allocate large blocks of free time to anything outside of work and my family, my approach is almost always to pursue self-study although wherever possible I would join a study group if there were one that happened to be running for my topic of interest.
I always keep a look out for anything being run by Julian Sharp who is a Microsoft MVP (Most Valuable Professional) and MCT (Microsoft Certified Trainer). Julian regularly runs study groups on subjects across the Business Applications and Power Platform areas and they are exceptionally valuable for anyone hoping to pass those types of certifications.
On this occasion, there was no study group running when I started to prepare for the MB-240 so I knew I would have to get my head down and get on with the self-study.
What to study ...
The MB-240 is a ‘Functional Consultant’ exam, intended to test an in depth level of knowledge of the processes around Dynamics 365 for Field Service and how they might be implemented within the product. The skills measured in the exam are as follows;
- Configure field service applications (15-20%)
- Manage work orders (15-20%)
- Schedule and dispatch work orders (25-30%)
- Manage field service mobility (10-15%)
- Manage inventory and purchasing (5-10%)
- Implement Connected Field Service (10-15%)
My first step whenever studying for a Microsoft Certification is typically to log onto the Microsoft Learn website, browse to the certification or exam and download the ‘exam skills outline‘ which gives further detail on the elements that will be tested during the exam.
As I had no prior knowledge of Field Service or how the product worked within the Dynamics platform, I knew I had to be very thorough during my study. This would mean ensuring that wherever additional resources were signposted, I should definitely make sure to use them. Additionally hands on practice would be essential, so I made sure that I had access to a trial environment with all of the relevant features necessary to complete the study.
Using Microsoft Learn ...
Microsoft Learn is the key resource for learning material to anyone hoping to study for Microsoft certifications. To use Microsoft Learn, it is helpful to have first set up a ‘learning profile’ as the associated Microsoft Certification ID (MCID) will be needed once you decide to schedule your exam. Additionally, your learning profile will help you keep track of what you have studied, enable you to participate in challenges, and provide other motivational features.
Once you’ve set up your learning profile you can browse certifications to find information relating to the MB-240 exam, including the skills outline and the Learning Paths you will need to complete to cover all of the relevant features. For the MB-240 those are;
- Implementing Microsoft Dynamics 365 Field Service
- Universal Resource Scheduling in Microsoft Dynamics 365 for Field Service
Other online material ...
One of my ‘go to’ resources when preparing for any Microsoft certification, especially around Customer Engagement is Neil Parkhurst’s blog, and this was no exception. Neil has written a great overview of Field Service and on his blog is a phenomenal Revision Guide for the precursor to the MB-240 exam, which contains many of the same features.
When preparing for this exam, I was quite lucky in that the Dynamics Power Community had recently organised a ‘Field Service Bootcamp‘ that covered many of the features I needed to understand. The session recordings are available via the Power Community Event Portal.
Taking the exam ...
Information on the exam itself is available on the MB-240 certification page on Microsoft Learn and the exam can also be booked from there. I would advise anyone new to Microsoft Certification to check through the Exam Resources section and to additionally check the information relating to exams and exam question types included on Microsoft Docs.