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Microsoft MB-240: Exam Content
The Microsoft MB-240 exam can only be taken in the English language. The candidates have to pay the fee of $165 to register for it. This certification test covers different question formats, including case studies, drag and drop, active screen, build list, short answer, and multiple choice. The number of questions varies from exam to exam and ranges from 40 to 60. The learners are allowed 120 minutes to complete the test.
Topics of MB-240: Microsoft Dynamics 365 for Field Service Exam
Candidates should apprehend the examination topics before they begin of preparation. because it'll extremely facilitate them in touch the core. Our MB-240 exam dumps will include the following topics:
1. Configure field service applications (20-25%)
Configure general settings
- Determine and configure skill types
- Configure characteristics and skills
- Determine and configure field service security roles
- Configure territories, postal codes and organizational units
- Set defaults for work orders, bookings, the schedule board, and agreements
- Determine and configure product and service categories
- Configure proficiency models
- Determine and configure resource scheduling options
Configure product and service pricing
- Define tax codes
- Add products and services to incidents
- Set up price list validity dates
- Create a product or service
- Associate products and services with price lists
- Determine when a product has a default list price and a work order price list
Configure bookable resources
- Enable mapping functionality
- Set up bookable resource territories
- Configure geocoding
- Set up resource pools and crews
Integrate other tools with Field Service
- Using Push Notifications on the mobile app
- Benefits of Connected Field Service
- Benefits of using Resource Scheduling Optimization
- Determine uses for Remote Assist
2. Manage work orders (15-20%)
- Configure work order lifecycle stages
- Configure booking status and work order status values
- Configure work orders, work order types, and priority
- Configure uses and capabilities for billing accounts, service accounts, and sub-accounts
Create and manage work orders
- Organize work orders and resources by geography
- Add status and sub-status information to a work order
- Identify processes to close a work order
- Create a work order from an incident or an opportunity
- Associate a work order and a price list
Manage incidents
- Add service tasks, products, and services
- Configure incident types
- Attach Guides to Service Tasks
- Configure service task types
- Configure Requirement Groups
3. Schedule and dispatch work orders (20-25%)
Manage scheduling options
- Understand resource utilization
- Reassign and reschedule work orders
- Manually schedule work orders
- Enable scheduling board geocoding
- Determine when to use each scheduling option
Implement the Schedule Board
- Create additional schedule boards
- Implement the integrated map feature
- Identify features and uses for Booking Requirements view
- Customize the schedule board
Implement the Schedule Assistant
- Apply constraints to resource queries
- Filter data
- Specify a search radius
Configure Resource Scheduling Optimization (RSO)
- Define objectives and constraints
- Geocoding for travel time
- Create optimizing profiles
- Configure optimization of resources
Configure Universal Resource Scheduling
- Fields passed from work order to requirements
- Determine Universal Resource Scheduling use scenarios
- Configure an entity to be schedulable
- Components of Universal Resource Scheduling
- Create requirement views
4. Manage field service mobility (10-15%)
Install and configure the mobile app
- Integrate with Dynamics 365 Guides
- Administer connected devices
- Assign security roles
Manage mobile projects
- identify project artifacts that can be modified or edited
- Mobile Device Management, security and synchronization
- Publish a mobile project
- Modify configuration settings
5. Manage inventory and purchasing (10-15%)
Manage inventory
- Determine when to integrate inventory with Enterprise Resource Planning application
- View product inventory
- Adjust inventory levels
- Transfer inventory
- Set up inventory and warehouses
Manage purchasing and product returns
- Determine the purchase order process
- Create return merchandise authorizations (RMAs) and return to vendor (RTV)
- Create purchase orders
6. Manage assets and agreements (10-15%)
Create and manage agreements
- Using Entitlements
- Enable SLAs
- Configure automatic generation of bookings
- Configure automatic generation of invoices
Manage customer assets
- Configure Connected Field Service
- Determine opportunities for Internet of Things (IoT)
- Manage IoT devices
NEW QUESTION 51
There are certain steps a Field Service Manager must take for RMA approval, and then for creating an RMA receipt.
Which steps pertain to RMA Approval and which steps pertain to RMA Receipts? To answer, drag RMA Approval or RMA Receipts to the appropriate steps. RMA Approval and RMA Receipts may be used once, more than once, or not at an. You may need to drag the split bar between panes or scroll to view the content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION 52
Which two objects or roles are required to customize the Field Service mobile application? Each correct answer presents part of the solution.
- A. Resco Woodford
- B. Field Service project
- C. Field Service - Administrator
- D. Package Deployer
Answer: A,C
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/install-the- mobile-app#step-2-import-the-field-service-mobile-project-template-into-the-woodford-solution
NEW QUESTION 53
You are a Dynamics 365 for Field Service Administrator and work for a manufacturing firm. You are receiving support requests that field engineers are unable to see a custom area entitled "Parts Requests" within the Dynamics 365 Field Service Mobile App.
You need to troubleshoot the Dynamics 365 for Field Service mobile app to ensure that the field engineers are able to view the customizations created.
What are the three steps you can take to troubleshoot the issue reported? Each correct answer presents a complete solution.
- A. Ensure that the Woodford project with the appropriate customizations has been published.
- B. Ensure that the Dynamics Mobile solution with the appropriate customizations has been published.
- C. Verify that the impacted field engineers are enabled to use this project.
- D. Ensure that a security role has been assigned to the project.
- E. Synchronize the Dynamics 365 for Field Service Mobile App.
Answer: A,D,E
NEW QUESTION 54
A field technician is completing a job and getting ready to drive to the next job. The dispatcher needs to provide the technician with driving directions.
What should the dispatcher do?
- A. From the schedule board, right-click the scheduled work order and select Get Driving Directions.
- B. On the work order form ribbon, click Get Driving Directions.
- C. From the schedule board, click Actions and select Get Driving Directions.
- D. Select a work order from any view. On the ribbon, click Get Driving Directions.
Answer: C
NEW QUESTION 55
As a new start-up field services company, you are looking to streamline your customer service process to provide the best customer service experience.
Your company has decided to implement Dynamics Field Services as the foundation for its customer service management processes.
You need to ensure that the cases that the customer service team creates can be quickly and efficiently converted to work orders (that will minimize the need to add additional information to the work orders) using the out-of-the-box capabilities.
Which key item do you need to configure before the customer service agents will be able to convert a case to a work order?
- A. Incident Type
- B. Booking Rules
- C. Resources
- D. Work Order Types
Answer: A
Explanation:
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure-incident- types
NEW QUESTION 56
You are a Dynamics 365 for Field Service Administrator.
You are setting up a new Incident Type. There are no service tasks or products created that are related to this incident.
Which seven actions should you perform in sequence to add these services? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
NOTE:More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
Answer:
Explanation:
NEW QUESTION 57
You work for a recycling company that provides customers with large compactor units to collect their recyclable materials. The compactor units are comprised of two separate components: a container to collect the recyclable materials and a separate component that compacts the recyclable materials to make them easier to transport.
These containers are expensive, and the components tend to break down frequently, requiring ongoing maintenance and repairs.
You need to easily track the containers that your company has at each client location and maintain a service history for each of the sub-components.
- A. Configure the customer inventory records in a hierarchy, and maintain service history at the sub-component level.
- B. Configure the customer asset records hierarchically, and maintain service history at the sub-component level.
- C. Configure the customer inventory records individually, in order to maintain the service history at the parent component level.
- D. Configure the customer asset records hierarchically, and maintain service history at the service account level.
Answer: B
Explanation:
Section: Manage assets and agreements
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure-set-up-customer-assets
NEW QUESTION 58
Drag and Drop Question
You have the Universal Resource Scheduling (URS) security role.
Your organization creates a custom entity. The records for the entity need to be scheduled to resources.
You need to enable the new entity to be scheduled. You select the entity that needs to be enabled and need to continue the set up process.
Which four actions should you perform next, in sequence, to achieve the goal? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/common- scheduler/schedule-anything-with-universal-resource-scheduling
NEW QUESTION 59
You create a complex agreement and booking that includes service tasks and services. You need to use the existing agreement as the basis for future agreements.
Which two actions should you perform? Each correct answer presents part of the solution.
- A. Create a booking setup. Define an incident type for the booking setup.
- B. Export the agreement and booking records to Microsoft Excel. Modify the information and import the file to create new agreement.
- C. In the existing agreement, click Copy Agreement. Specify the new customer information and click OK.
- D. Elevate the agreement to an agreement template. Use the template to create new agreements of this type.
Answer: A,C
NEW QUESTION 60
Your company is expanding nationally.
You need to configure tax codes for a new territory, so the company can start to operate in the new territory.You realize that you can identify which field service record types the tax code will be applied to.
Which three Field Service record types are taxable within the new tax code? Each correct answer presents a complete solution.
- A. Services
- B. Work Orders
- C. Agreements
- D. Products
- E. Purchase Orders
Answer: A,C,D
NEW QUESTION 61
You need to provide agents with a checklist of actions to complete as part of a work order. The duration of these actions must roll up to the work order.
Which record type should you use?
- A. time entries
- B. incidents
- C. service activities
- D. service tasks
Answer: D
NEW QUESTION 62
You are Dynamics 365 for Field Service Administrator and work for a manufacturing company. The company provides customers with large power systems for sophisticated data centers. The power systems are serviced by a field engineering team.
The field engineering team documents work done on repairs and maintenance by completing Work Orders within Dynamics 365.
You need to easily schedule work orders for the field engineering team via the schedule and enable geocoding.
Which two steps must you take to schedule resources via the schedule board and enable geocoding? Each correct answer presents part of the solution.
- A. Set Auto Geo Code Addresses to Yes in Field Service Settings.
- B. Configure the map on the Schedule Board.
- C. Set Auto Geo Code Addresses to Yes in Resource Scheduling.
- D. Connect to Maps in Resource Scheduling.
Answer: C,D
Explanation:
Section: Schedule and dispatch work orders
NEW QUESTION 63
You are Dynamics 365 for Field Service Administrator and work for a manufacturing company. The companyprovides customers with large power systems for sophisticated data centers. The power systems are servicedby a field engineering team.
The field engineering team documents work done on repairs and maintenance by completing Work Orderswithin Dynamics 365.
You need to easily schedule work orders for the field engineering team via the schedule and enablegeocoding.
Which two steps must you take to schedule resources via the schedule board and enable geocoding? Each correct answer presents part of the solution.
- A. Set Auto Geo Code Addresses to Yes in Field Service Settings.
- B. Configure the map on the Schedule Board.
- C. Set Auto Geo Code Addresses to Yes in Resource Scheduling.
- D. Connect to Maps in Resource Scheduling.
Answer: C,D
NEW QUESTION 64
You are implementing Dynamics 365 for Field Service.
Your customer needs to understand how they can schedule the closest possible resource to a work order. The requirement further specifies it could be start of day from the company's site or during the middle of the day from an existing work order.
You need to provide them with the settings they need to properly configure so the closest resource is found when using the schedule assistant.
What should you suggest?
- A. Update the Resources Synchronization Timeout (in sec) setting within the Schedule Board Settings.
- B. Update the Starting Location to Organization Unit within Schedule Board Settings.
- C. Update the Load Default Filters on the Schedule Assistant.
- D. Update the filter on the Scheduler core tool tips view.
Answer: B
NEW QUESTION 65
You are a Dynamics 365 for Field Service Mobile Administrator (FSM).When technicians log into FSM, they receive the following message:
"Your organization has not configured Field Service Mobile."
You log into FSM and cannot reproduce the issue with your login.
What must you do to fix the issue?
- A. Set Enabled for Field Service Mobile to Yes for all Bookable Resources.
- B. Update the Security Roles for the FSM project within Woodford.
- C. Update the Priority for the FSM project within Woodford.
- D. Update the Security Roles for all Bookable Resources within Dynamics 365.
Answer: A
NEW QUESTION 66
To improve communications with customers, your company has decided to implement Twilio, a third-party communication platform that has call and messaging capabilities.
The Twilio solution includes a number of core components to deliver the capability, all of which need to be set up.
Which five steps should you take in sequence to prepare data for optimization? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation
1. Setup a twilio Account
2. Obtain Phone Numbers
3. Generate account SID and authentication token
4. Install a Twilio-managed solution
5. Configure SMS and IVR solution
NEW QUESTION 67
You are a Dynamics 365 Field Service dispatcher using the Scheduling Assistant function.
One of your customers, Adventure Works, does not want one of your resources to be scheduled to workorders going forward. The resource must be able to be scheduled for other accounts.
How can you achieve this goal?
- A. Create a Requirement Resource Preference record for the resource.
Set the Preference Type to Restricted and Cascade to No. - B. Create a Requirement Resource Preference record for the resource.
- C. Create a Requirement Resource Preference record for the resource.
Set the Preference Type to Restricted and Account to Adventure Works. - D. Select Load the Default Filters on the Schedule Board.
Answer: C
NEW QUESTION 68
DRAG DROP
Your company's inventory clerk has received a truck shipment of parts for repair of equipment on such a rush order. The order needs to be completed as soon as possible.
Which three steps, in sequence, are needed to receive the products to the existing rush order in Field Service?
To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
NEW QUESTION 69
You are a new Dynamics 365 for Field Service Administrator for a manufacturing firm.
Your manager has asked you to configure the system to enable scheduling for maintenance of equipment at customer sites. It is against company policy to dispatch resources to sites with known issues such as credit or safety holds. Many site visits may require more than one technician to be sent for the repair.
Which resource scheduling component should be used for each task? To answer, drag the appropriate resource scheduling component to the appropriate task. Each resource scheduling component may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view the content.
Answer:
Explanation:
NEW QUESTION 70
You are a Dynamics 365 for Field Service scheduling coordinator.When you select the Book button on a work order, TechnicianA never shows up as available.
You need to update the system to see TechnicianA's availability.
What should you do?
- A. Set Ignore Proposed Bookings to Yes on the Schedule Assistant view.
- B. Set Real Time Mode to Yes on the Schedule Assistant view.
- C. Set Display on Schedule Board to Yes on the TechnicianA bookable resource record.
- D. Set Enable for Availability Search to Yes on the TechnicianA bookable resource record.
Answer: D
NEW QUESTION 71
DRAG DROP
You are a field service administrator for your company.
You review the Field Service administrator guide to understand how the status fields can support your company's business processes.
Which unique entity system status value matches with its Entity Type? To answer, drag the appropriate unique entity system status values to the appropriate Entity Type. Each unique entity system status value may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view the content.
NOTE: Each correct selection is worth one point.
Select and Place:
Answer:
Explanation:
Section: Configure field service applications
NEW QUESTION 72
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a Dynamics 365 for Field Service system administrator.
You are configuring a new instance of Dynamics 365 for Field Service. The organization needs to accurately capture the cost of work order bookings.
Solution: You implement the following configuration changes:
1) Create Resource Pay Types for regular, holiday, overtime, travel, and breaks.
2) Assign an Hourly Markup percentage to each Resource Pay Type.
3) Assign Resource Pay Types to the applicable Pay Type.
4) Create Business Closures.
5) Create Bookable Resources with Hourly Rates and Work Hours.
Does this meet the goal?
- A. Yes
- B. No
Answer: A
Explanation:
Section: Configure field service applications
NEW QUESTION 73
......
How to Prepare For MB-240: Microsoft Dynamics 365 for Field Service Exam
Preparation Guide for MB-240: Microsoft Dynamics 365 for Field Service Exam
Introduction
Microsoft has created a track for IT professionals to get certified Microsoft Dynamics 365 on the platform. This certification program provides Microsoft Dynamics 365 professionals a way to demonstrate their skills. The assessment is based on a rigorous exam using industry standard methodology to determine whether a candidate meets Microsoft's proficiency standards.
According to Microsoft, a Microsoft Certified Professional enables organizations to leverage Microsoft Dynamics 365 technologies with a thorough understanding of Microsoft Dynamics 365 determining and configuration of field service security roles, resource scheduling,proficiency models,configure bookable resources.
Certification is evidence of your skills, expertise in those areas in which you like to work. There are many vendors in the market that are providing these certifications. If candidate wants to work on Microsoft Dynamics 365 and prove his knowledge, certification offered by Microsoft. This MB-240 Exam Certification helps a candidate to validates his skills in Microsoft Microsoft Dynamics 365 Technology.
In this guide, we will cover the MB-240: Microsoft Dynamics 365 for Field Service Certification exam, MB-240: Microsoft Dynamics 365 for Field Service Certified professional salary and all aspects of the MB-240: Microsoft Dynamics 365 for Field Service Certification.
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