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Preparation Process in 6 Steps
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Step 1: Check Out Microsoft Documentation
Those individuals who are studying for this test should start by finding some reliable documentation to substitute their preparation process. There is no need to worry because Microsoft is a responsible vendor, which strives to make your certification journey quick and easy. In fact, there is no place more reputable and generous than the place where the exam has stemmed from. The official site is full of documentation that you can use. Therefore, you should visit the platform and find out exactly what the vendor has for you.
Who should take the MB-240: Microsoft Dynamics 365 for Field Service Exam
The MB-240 Exam certification is an internationally-recognized certification which help to have validation for those professionals who are keen to make their career in 10 domain. Candidates for this exam should be familiar with work order lifecycle, capabilities for billing accounts, requirement groups concepts and the technologies. Candidates should have some hands-on experience with resource scheduling optimization, schedule board implementation dispatch work orders. It is good for these candidates:
- Fresher
- IT Professional
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
Microsoft MB-240 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure field service applications | 20–25% | - Configure core settings and administration areas - Configure resources, resource types, and resource roles - Configure service agreements, booking rules, and settings - Configure incident types, service tasks, and products |
| Topic 2: Schedule and dispatch work orders | 15–20% | - Use schedule board, schedule assistant, and resource optimization - Manage bookings, resource availability, and conflicts - Configure and use resource scheduling optimization (RSO) - Configure scheduling parameters, booking statuses, and requirements |
| Topic 3: Manage work orders and customer assets | 25–30% | - Manage work order products, services, and skills requirements - Process work order lifecycle: creation, assignment, completion, and closure - Create and manage work orders, work order types, and statuses - Manage customer assets, asset hierarchies, and service history |
| Topic 4: Manage inventory and purchasing | 5–10% | - Configure inventory settings, warehouses, and product catalog - Process inventory transactions: receive, transfer, adjust, and consume - Manage purchasing, purchase orders, and vendor returns |
| Topic 5: Manage the Field Service mobile app | 5–10% | - Customize mobile forms, views, and offline capabilities - Manage mobile user access, security, and synchronization - Install, configure, and deploy mobile app |
| Topic 6: Implement Microsoft Power Platform | 5–10% | - Integrate with Power Apps, Power Automate, and Power BI - Extend functionality with customizations and solutions - Configure and use connected field service and IoT features |
Microsoft Dynamics 365 Field Service Functional Consultant Sample Questions:
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.
Correct Answer:
Explanation:
You are working for a heating, ventilation, and all conditioning (HVAC) service organization.
The Held technicians in your organization are working in the Field Service mobile app. The technicians report that they are able to access customer assets, but unable to access functional location and customer asset hierarchy in offline mode.
You need to ensure technicians can view the functional location and customer asset hierarchy in their mobile app What should you do?
- A. Download offline data to the mobile app.
- B. Ensure there is internet connectivity in the mobile app
- C. Enable asset hierarchy for the mobile app.
- D. Add the technicians to the mobile app ' s offline profile.
Correct Answer: D 🗳️
Your organization wants to roll out a preventive maintenance offer to select existing customers to help improve customer satisfaction and service revenue.
As part of this initiative, your organization wants to provide some specific customers with a one (1) year 10% discount on all work order products and services based on a preset price list.
You need to ensure that this discount is applied dynamically upon creation of a relevant work order.
Solution: Create a price list with the associated products and services, and use this price list while creating an entitlement. Then, specify the discount percentage in the entitlement for each customer.
Does this meet the goal?
- A. No
- B. Yes
Correct Answer: B 🗳️
When Contoso installs chillers for customers, they are expected to follow the same procedure for each install.
You need to configure the functionality necessary to automatically add all the tasks and resources needed to a work order when the work order type is Chiller Installation. You must follow the established Contoso guidelines for installation requirements, as outlined in the Case Study, and create the most efficient process possible.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Correct Answer:
Explanation:
A screenshot of a computer Description automatically generated
You are a Dynamics 365 for Field Service Administrator.
You need to add two compressor sub-components to one of the refrigerator customer assets, in the environment and set up the sub-components for the customer asset.
What must you do to properly set up the assets?
- A. Add the compressor sub-components as sub-assets on the refrigerator customer asset record.
- B. Add the compressor sub-components as customer asset records.
- C. Set the Master Asset on the sub-components to the refrigerator Customer Asset record.
- D. Click View Hierarchy on the refrigerator customer asset record.
Correct Answer: C 🗳️
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