Exam MB-240 Microsoft Dynamics 365 for Field Service

This exam measures your ability to accomplish the following technical tasks: configure field service applications; manage work orders; schedule and dispatch work orders; manage field service mobility; manage inventory and purchasing; and manage assets and agreements.

Candidates for this exam are Microsoft Dynamics 365 Customer Engagement functional consultants with Field Service expertise. Candidates are responsible for implementing solutions that manage resources that complete the field service lifecycle.

Candidates implement the field service processes designed in collaboration with internal and external teams. This collaboration includes configuring the default administration areas of the Field Service application, deploying the Connected Field Service (IoT) solution and the mobile application, and implementing any additional needed customizations. Candidates are responsible for the configuration and deployment of the Field Service application in conjunction with the core customer service application.

Candidates must have knowledge of how to configure and customize components of the Field Service application, including configuring services, resources, characteristics, incidents, inventory integration, service agreements, resource scheduling, work orders, service tasks, field service user roles, field service settings, the Connected Field Service (IoT) solution, and configuration of the Field Service Mobile app. Less

Part of the requirements for: Microsoft Certified: Dynamics 365 for Field Service Functional Consultant Associate
Related exam: Exam MB-200

Configure field service applications (20-25%)
Configure general settings

determine and configure field service security roles
determine and configure resource scheduling options
identify and configure field service entities
determine and configure product and service categories
configure territories and organizational units
determine and configure skill types
configure characteristics and skills
configure proficiency models
implement resource roles and categories

Configure product and service pricing
create a product or service
configure minimum charge amount and duration
add products and services to incidents
determine when a product has a default list price and a work order price list
associate products and services with price lists
define tax codes
set up price list validity dates

Manage work orders (15-20%)

Describe the work order lifecycle
configure work orders
configure work order lifecycle stages
configure booking status and work order status values
configure uses and capabilities for billing accounts, service accounts, and sub-accounts

Create and manage work orders
create a work order from an incident or an opportunity
add status and sub status information to a work order
configure work order type and priority
organize work orders and resources by geography
associate a work order to a price list
identify processes to close a work order

Manage incidents
configure incident types
configure service task types
add service tasks, products, and services

Schedule and dispatch work orders (20-25%)

scheduling options
schedule work orders using Schedule Board and Schedule Assistant
determine when to use each scheduling option
enable scheduling board geocoding

Implement the Schedule Board
identify features and uses for Booking Requirements view
implement the integrated map feature
manually schedule work orders
reassign and reschedule work orders
move incomplete work orders
create additional schedule boards
configure schedule boards
customize the schedule board
define booking rules

Implement the Schedule Assistant
apply constraints to resource queries
filter data
specify a search radius

Configure Resource Scheduling Optimization (RSO)
create optimizing profiles
define objectives and constraints
configure resource optimization

Configure Universal Resource Scheduling

determine Universal Resource Scheduling use scenarios
create workflows to populate data in requirement records
create requirement views
schedule an entity

Manage field service mobility (10-15%)

Install and configure the mobile app

configure actions that field agents can perform
configure steps for the mobile app
import the Field Service project
assign security roles
administer connected devices

Manage mobile projects
identify project artifacts that can be modified or edited
modify configuration settings
publish a mobile project

Manage inventory and purchasing (10-15%)
Manage inventory

set up inventory and warehouses
view product inventory
adjust inventory levels
transfer inventory
determine when to integrate inventory with Enterprise Resource Planning application

Manage purchasing and product returns
determine the purchase order process
create purchase orders
create a list of receivable products for a purchase order
determine product return options
create return merchandise authorizations (RMAs) and return to vendor (RTV)
finalize returns

Manage assets and agreements (10-15%)

Create and manage agreements

determine when to use agreements
define and configure agreement preferences and settings
configure automatic generation of bookings
create bookings
create invoices

Manage customer assets
create and register customer assets
configure products to auto-create customer assets
associate work orders with customer assets
create child assets
determine opportunities for Internet of Things (IoT)
configure Connected Field Service
manage IoT devices

Question: 1
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 the Holiday Schedule.
Does this meet the goal?

A. Yes
B. No

Answer: B

Question: 2
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.
Does this meet the goal?

A. Yes
B. No

Answer: B

Question: 3
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
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