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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
- Determine and configure field service security roles
- Determine and configure product and service categories
- Configure characteristics and skills
- Set defaults for work orders, bookings, the schedule board, and agreements
- Identify and configure field service entities
- Implement resource roles and categories
- Configure territories, postal codes and organizational units
- Configure proficiency models
- Determine and configure resource scheduling options
Configure product and service pricing
- Add products and services to incidents
- Associate products and services with price lists
- Determine when a product has a default list price and a work order price list
- Configure minimum charge amount and duration
- Set up price list validity dates
- Create a product or service
- Define tax codes
Configure bookable resources
- Define start and end locations for resources
- Set up resource pools and crews
- Manage bookable resources
- Set up bookable resource territories
- Configure geocoding
- Define work hours for resources
- Enable mapping functionality
- Set up bookable resource categories, characteristics, and resource pay types
Integrate other tools with Field Service
- Benefits of using Resource Scheduling Optimization
- Using Push Notifications on the mobile app
- Benefits of Connected Field Service
- Determine uses for Remote Assist
2. Manage work orders (15-20%)
- Configure booking status and work order status values
- Configure work orders, work order types, and priority
- Configure work order lifecycle stages
- Configure uses and capabilities for billing accounts, service accounts, and sub-accounts
Create and manage work orders
- Organize work orders and resources by geography
- Create a work order from an incident or an opportunity
- Identify processes to close a work order
- Associate a work order and a price list
- Add status and sub-status information to a work order
Manage incidents
- Configure service task types
- Attach Guides to Service Tasks
- Configure Requirement Groups
- Configure Requirement Groups
- Add service tasks, products, and services
- Configure incident types
3. Schedule and dispatch work orders (20-25%)
Manage scheduling options
- Schedule work orders using Schedule Board and Schedule Assistant
- Understand resource utilization
- Reassign and reschedule work orders
- Enable scheduling board geocoding
- Determine when to use each scheduling option
- Move incomplete work orders
- Manually schedule work orders
Implement the Schedule Board
- Define booking rules
- Configure schedule boards
- Customize the schedule board
- Identify features and uses for Booking Requirements view
- Facility Scheduling
- Create additional schedule boards
- Implement the integrated map feature
Implement the Schedule Assistant
- Filter data
- Specify a search radius
- Apply constraints to resource queries
Configure Resource Scheduling Optimization (RSO)
- Define objectives and constraints
- Configure optimization of resources
- Geocoding for travel time
- Create optimizing profiles
Configure Universal Resource Scheduling
- Configure an entity to be schedulable
- Fields passed from work order to requirements
- Determine Universal Resource Scheduling use scenarios
- Configure URS for field service
- Components of Universal Resource Scheduling
- Create requirement views
4. Manage field service mobility (10-15%)
Install and configure the mobile app
- Administer connected devices
- Assign security roles
- Configure display customizations
- Configure the mobile app
- Add Guides to HoloLens app
- Integrate with Dynamics 365 Guides
- Configure actions that field agents can perform
Manage mobile projects
- Publish a mobile project
- Mobile Device Management, security and synchronization
- Modify configuration settings
- identify project artifacts that can be modified or edited
5. Manage inventory and purchasing (10-15%)
Manage inventory
- View product inventory
- Transfer inventory
- Set up inventory and warehouses
- Determine when to integrate inventory with Enterprise Resource Planning application
- Adjust inventory levels
Manage purchasing and product returns
- Determine the purchase order process
- Create return merchandise authorizations (RMAs) and return to vendor (RTV)
- Create purchase orders
- Create a list of receivable products for a purchase order
- Determine product return options
- Finalize returns
6. Manage assets and agreements (10-15%)
Create and manage agreements
- Enable SLAs
- Define and configure agreement preferences and settings
- Configure automatic generation of invoices
- Using Entitlements
- Determine when to use agreements
- Define Service Level Agreements (SLAs)
- Add an SLA to a Work Order
- Configure automatic generation of bookings
Manage customer assets
- Associate work orders with customer assets
- Create child assets
- Configure products to auto-create customer assets
- Determine opportunities for Internet of Things (IoT)
- Create and register customer assets
- Configure Connected Field Service
- Manage IoT devices
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
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Step 5: Online Forums
Online forums are known as an ideal place to study and prepare for the certification tests. The individuals can enroll themselves in online forums to boost their general preparation process. You will be happy to know that Microsoft offers online forums where the learners can participate freely and raise any issues or doubts regarding their preparation. You will be able to get all the answers to your questions right away after presenting your issues to the community. The students are free to select their topic or support area whichever they would want to explore.
Microsoft MB-240 Practice Test Questions, Microsoft MB-240 Exam Practice Test Questions
Passing the Microsoft MB-240: Microsoft Dynamics 365 Field Service exam is required for obtaining the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification. The candidates for this test should have competence in implementing Field Service processes developed in collaboration with external and internal teams. They also have the expertise in deploying and configuring Field Service applications with the major customer service applications.
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Microsoft MB-240 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Manage Work Orders (20-25%) | 20-25% | - Configure work order lifecycle and statuses - Manage work order products, services, and notes - Create and manage work orders - Process work order inspections and recommendations - Handle work order incidents and resolutions - Manage work order reporting and analytics |
| Manage Inventory and Procurement (15-20%) | 15-20% | - Configure warehouse and inventory settings - Configure product inventory and item associations - Manage inventory levels and stock locations - Process purchase orders and returns - Handle inventory adjustments and transfers |
| Manage Field Service Mobile Application (10-15%) | 10-15% | - Configure resource and technician mobile experiences - Configure Field Service Mobile app settings - Handle offline capabilities and synchronization - Manage mobile forms and workflows |
| Scheduling and Dispatch (20-25%) | 20-25% | - Configure schedule board and board features - Schedule work orders using various methods - Configure map view and route optimization - Optimize schedules using resource scheduling optimization - Handle scheduling conflicts and rescheduling - Manage scheduling options and requirements |
| Configure Field Service (20-25%) | 20-25% | - Configure scheduling configurations and booking setup - Implement security roles and field service settings - Set up and configure resource characteristics and skills - Set up and configure customer assets - Configure work order types and incident types - Configure Field Service organizations and structures - Configure pricing, billing, and cost entities |
| Manage Asset and Connected Field Service (5-10%) | 5-10% | - Configure IoT integrations and alerts - Manage asset IoT connections and monitoring - Implement connected field service scenarios - Process IoT alerts and work order creation |






