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 product and service categories
• Determine and configure field service security roles
• Configure characteristics and skills
• Configure territories, postal codes and organizational units
• Set defaults for work orders, bookings, the schedule board, and agreements
• Implement resource roles and categories
• Identify and configure field service entities
• Determine and configure skill types
• Configure proficiency models
• Determine and configure resource scheduling options

Configure product and service pricing

• Determine when a product has a default list price and a work order price list
• Set up price list validity dates
• Configure minimum charge amount and duration
• Add products and services to incidents
• Create a product or service
• Define tax codes
• Associate products and services with price lists

Configure bookable resources

• Set up bookable resource territories
• Manage bookable resources
• Configure geocoding
• Set up bookable resource categories, characteristics, and resource pay types
• Enable mapping functionality
• Define work hours for resources
• Set up resource pools and crews
• Define start and end locations for resources

Integrate other tools with Field Service

• Determine uses for Remote Assist
• Benefits of Connected Field Service
• Using Push Notifications on the mobile app
• Benefits of using Resource Scheduling Optimization

2. Manage work orders (15-20%)

• 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
• Configure booking status and work order status values

Create and manage work orders

• Add status and sub-status information to a work order
• Associate a work order and a price list
• Identify processes to close a work order
• Create a work order from an incident or an opportunity
• Organize work orders and resources by geography

Manage incidents

• Configure incident types
• Attach Guides to Service Tasks
• Add service tasks, products, and services
• Configure service task types
• Configure Requirement Groups
• Configure Requirement Groups

3. Schedule and dispatch work orders (20-25%)

Manage scheduling options

• Understand resource utilization
• Enable scheduling board geocoding
• Schedule work orders using Schedule Board and Schedule Assistant
• Reassign and reschedule work orders
• Move incomplete work orders
• Manually schedule work orders
• Determine when to use each scheduling option

Implement the Schedule Board

• Identify features and uses for Booking Requirements view
• Define booking rules
• Facility Scheduling
• Customize the schedule board
• Create additional schedule boards
• Configure 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)

• Configure optimization of resources
• Geocoding for travel time
• Create optimizing profiles
• Define objectives and constraints

Configure Universal Resource Scheduling

• Components of Universal Resource Scheduling
• Fields passed from work order to requirements
• Determine Universal Resource Scheduling use scenarios
• Configure an entity to be schedulable
• Create requirement views
• Configure URS for field service

4. Manage field service mobility (10-15%)

Install and configure the mobile app

• Configure display customizations
• Administer connected devices
• Configure actions that field agents can perform
• Integrate with Dynamics 365 Guides
• Configure the mobile app
• Assign security roles
• Add Guides to HoloLens app

Manage mobile projects

• Modify configuration settings
• Mobile Device Management, security and synchronization
• identify project artifacts that can be modified or edited
• Publish a mobile project

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

Manage inventory

• Determine when to integrate inventory with Enterprise Resource Planning application
• Adjust inventory levels
• Transfer inventory
• Set up inventory and warehouses
• View product inventory

Manage purchasing and product returns

• Determine product return options
• Determine the purchase order process
• Finalize returns
• Create purchase orders
• Create return merchandise authorizations (RMAs) and return to vendor (RTV)
• Create a list of receivable products for a purchase order

6. Manage assets and agreements (10-15%)

Create and manage agreements

• Determine when to use agreements
• Configure automatic generation of bookings
• Enable SLAs
• Define and configure agreement preferences and settings
• Add an SLA to a Work Order
• Define Service Level Agreements (SLAs)
• Using Entitlements
• Configure automatic generation of invoices

Manage customer assets

• Create and register customer assets
• Configure products to auto-create customer assets
• Manage IoT devices
• Associate work orders with customer assets
• Determine opportunities for Internet of Things (IoT)
• Configure Connected Field Service
• Create child assets

The Microsoft MB-240: Microsoft Dynamics 365 Field Service exam is a prerequisite test that is part of the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification. You need to pass two exams in total to get this certificate, and the second test is Microsoft PL-200.

Potential Candidates and Their Abilities

The MB-240 test is created for the Microsoft Dynamics 365 Customer Engagement Functional Consultants who already have some field service expertise. The individuals who aspire to take this certification exam should have the ability to accomplish the following technical tasks:

• Schedule and dispatch work orders;
• Manage field service mobility.
• Manage assets and agreements;
• Configure field service applications;
• Manage inventory and purchasing;

Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx

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