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
• Configure proficiency models
• Determine and configure product and service categories
• Determine and configure skill types
• Determine and configure resource scheduling options
• Determine and configure field service security roles
• Implement resource roles and categories
• Configure characteristics and skills
• Identify and configure field service entities
• Configure territories, postal codes and organizational units

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
• Associate products and services with price lists
• Define tax codes
• Create a product or service
• Add products and services to incidents
• Configure minimum charge amount and duration

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

• Configure booking status and work order status values
• Configure uses and capabilities for billing accounts, service accounts, and sub-accounts
• Configure work order lifecycle stages
• Configure work orders, work order types, and priority

Create and manage work orders

• Add status and sub-status information to a work order
• 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

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

• Apply constraints to resource queries
• Specify a search radius
• Filter data

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

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

Manage mobile projects

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

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

Manage inventory

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

Manage purchasing and product returns

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

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

Create and manage agreements

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

Manage customer assets

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

Work Orders Management: 15-20%

• Explaining the Lifecycle of Work Orders: This area requires that the learners demonstrate their skills in configuring work orders, stages of work order lifecycle, capabilities, and uses of service accounts, functional locations, and billing accounts.
• Managing Incidents: This objective will measure competence in configuring incident types, adding services, products, as well as service tasks to incidents.
• Creating and Operating Work Orders: The applicants should be able to develop work orders from an opportunity or incident. They should know how to close work orders, configure asset location and hierarchy on work orders, and associate a specific work order with a price list.
• Creating and Operating Agreements: This section requires one’s competence in determining the timeframe for agreements usage, creating bookings, invoices, and entitlements, and SLAs for agreements.

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