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Skills Tested in the MB-240 Exam

The first thing every candidate should do is review the full list of exam topics. So, the Microsoft Dynamics 365 Field Service test checks a deep understanding of the configuration of field service apps as well as the configuration of a product, service pricing, and bookable resources. Moreover, each test-taker should have an in-depth insight into the management of work orders including incidents, agreements, and inspections. Then, everyone should be experienced in how to schedule and dispatch work orders using schedule boards and Schedule Assistant alongside the configuration of the Universal Resource Scheduling. And the expertise in the management of field service mobility in the new Power Apps-based mobile applications and its configuration will be tested as well. It should be noted that this exam does not cover questions regarding the Xamarin-based mobile application. And finally, the Microsoft MB-240 will measure your ability in the management of inventory and purchasing together with the implementation of Connected Field Service.

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Target Audience

The MB-240 exam is particularly created for Microsoft Dynamics 365 customer engagement and functional consultants that are equipped with Field Service expertise including implementing solutions to manage resources. And given that there are no clear requirements for candidates, with proper training, anyone can take this test and get Microsoft certified.

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

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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

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

Configure product and service pricing

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

Configure bookable resources

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

Integrate other tools with Field Service

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

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

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

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

• Specify a search radius
• Filter data
• 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

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

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

Install and configure the mobile app

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

Manage mobile projects

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

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

Manage inventory

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

Manage purchasing and product returns

• Finalize returns
• Create a list of receivable products for a purchase order
• Determine the purchase order process
• Determine product return options
• 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
• Add an SLA to a Work Order
• Define and configure agreement preferences and settings
• Define Service Level Agreements (SLAs)
• Configure automatic generation of bookings
• Determine when to use agreements
• Configure automatic generation of invoices
• Enable SLAs

Manage customer assets

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