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The MB-240 certification exam covers various topics such as configuring and managing Field Service, managing work orders, managing resources and inventory, managing agreements, and managing customer assets. MB-240 exam also assesses the candidate’s ability to configure and manage the Field Service mobile app, integrate Field Service with other Dynamics 365 applications and Power Platform tools, and perform analytics and reporting. Passing the Microsoft MB-240 certification exam validates the candidate’s skills and knowledge in Dynamics 365 Field Service and demonstrates their ability to provide effective solutions to business problems.
NEW QUESTION # 65
You are a Dynamics 365 Field Service Administrator Your organization wants to use Incident Types with Work Orders.
You need to create and configure Incident Types based on the provided scenarios.
Which Incident Type feature should you use with each scenario? To answer, drag the appropriate Incident Type feature to the appropriate scenario. Each feature 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.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 66
You are working with your customer to define their schedule board.
Your customer needs you to add or create additional views for their scheduling team.
Solution: Edit the Schedule Board Settings, and update the Requirements Panel to include the new or existing view.
Does this meet the goal?
- A. Yes
- B. No
Answer: B
NEW QUESTION # 67
Note: This question is part of a series of questions that present thesame scenario. Each question inthe series contains a unique solution that might meet stated goals. Some question sets might havemore than one correct solution, while others might not have a correct solution.After you answer a question in this section, you will NOT be able to return to it. As a result, thesequestions will not appear in the review screen.
You are a Dynamics 365 for Field Service system administrator.
You are configuring a new instance of Dynamics 365 for Field Service. The organization needs toautomatically generate work orders based on agreements, and send invoices on a recurring basis bycustomer.
Solution: You implement the following configuration changes.1) Create Agreement
2) Define Agreement Products
3) Set Booking Recurrence
4) Create Invoice Setup
5) Define Invoice Recurrence
Does this meet the goal?
- A. Yes
- B. No
Answer: B
NEW QUESTION # 68
You are a Dynamics 365 Field Service Administrator Your organization wants to use Incident Types with Work Orders.
You need to create and configure Incident Types based on the provided scenarios.
Which Incident Type feature should you use with each scenario? To answer, drag the appropriate Incident Type feature to the appropriate scenario. Each feature 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.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 69
You are implementing Microsoft Dynamics 365 FWd Service for an electronics company.
You need to identify when a compressor is used from the technicians warehouse inventory.
How does the inventory journal record the transactions? To answer, drag the appropriate inventory journal record to the correct scenario. Each inventory journal record 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 content.
NOTE: Each correct match is worth one point.
Answer:
Explanation:
Explanation:
NEW QUESTION # 70
Your organization recently started using the Universal Resource Scheduling feature. You enabled the Lead entity for scheduling.
You need to have a dedicated tab in the schedule board to see all the unscheduled leads.
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.
Answer:
Explanation:
Explanation
NEW QUESTION # 71
Your company is preparing to deploy the Dynamics Field Service with Mobile Application.
Your manager asks you to ensure that the Booking Statuses will match with the current business process the field technicians are following.
As the Field Service Administrator, you review the documentation and discover that the out-of-the-box BookingStatuses will meet your company's needs.
What is the order of the Booking Statuses for the five out-of-the box booking status fields? To answer, move the five out-of-the-box booking status fields to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation
NEW QUESTION # 72
A functional consultant needs to configure all new products for use on Work Orders in Field Service.
What are the three categories for products in Field Service? Each correct answer presents part of the solution.
- A. Miscellaneous
- B. Non Inventory
- C. Inventory
- D. Equipment
- E. Service
Answer: B,C,E
NEW QUESTION # 73
Drag and Drop Question
A customer wants to understand how to get their dispatchers to adopt scheduling.
What are the five stages of scheduling adoption? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
NEW QUESTION # 74
You are entering products and services into Dynamics 365 CE Field Services.
You need to ensure that your field technicians can use the products when completing work orders.
Which two field service product types should you configure to allow your technicians to add work order products? Each correct answer presents a complete solution.
- A. Inventory
- B. Product
- C. Service
- D. Non Inventory
Answer: A,C
Explanation:
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-product-or- service
NEW QUESTION # 75
Your company hires a consultant to help them determine the best way to efficiently dispatch the best technicians to customer sites.
The consultant suggests that for phase one, your company should use a proficiency model that includes four ratings:
In Training, rating 1 Familiar, rating 3 Proficient, rating 5 Expert, rating 7 You need to evaluate this proficient model.
Which three statements apply to this proficiency model? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- A. This information above is all that is needed to create a proficiency model.
- B. This proficiency model would need to be created.
- C. This proficiency model cannot be created because the ratings numbers have gaps.
- D. There are multiple proficiency models available "out of the box" and you must choose one of them.
- E. This proficiency model can be created even though the ratings numbers have gaps.
Answer: A,B,E
NEW QUESTION # 76
You are responsible for setting up Dynamics 365 Field Service for proper billing and servicing.
Your client needs to understand the difference between billing accounts and service accounts for their multi-company organization.
Match the account type to the applicable scenario. To answer, drag the appropriate account type from the column on the left to the applicable scenario on the right. Each account type may be used once, more than once, or not at all.
NOTE: Each correct match is worth one point.
Answer:
Explanation:
Explanation:
NEW QUESTION # 77
Which two types of records can be generated when you create agreements? Each correct answer presents part of the solution.
- A. invoices
- B. products and services
- C. work orders
- D. purchase orders
Answer: A,C
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up-customer-agreements
NEW QUESTION # 78
You need to create a purchase order for a thermal overload cooling fan for the refrigeration unit on the shop floor. You create a purchase order and add products.
Which four actions should you perform in sequence to complete the order and receive the products? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
1 - Set the system status to Submitted.
2 - Create a purchase order receipt.
3 - Create the new purchase order receipt products.
4 - Create the purchase order bill.
NEW QUESTION # 79
Drag and Drop Question
Your company is preparing to deploy the Dynamics Field Service with Mobile Application. Your manager asks you to ensure that the Booking Statuses will match with the current business process the field technicians are following.
As the Field Service Administrator, you review the documentation and discover that the out-of- the-box Booking Statuses will meet your company's needs.
What is the order of the Booking Statuses for the five out-of-the box booking status fields? To answer, move the five out-of-the-box booking status fields to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation:
https://docs.microsoft.com/en-us/dynamics365/field-service/work-order-status-booking-status
NEW QUESTION # 80
The company has hired a new manager to set up and configure Field Service to automatically schedule work orders to the most appropriate resource scheduling.
The manager is unable to optimize requirements and bookings related to work orders.
Which three settings are required? Each correct answer presents part of the solution.
- A. Set Connect to Maps as Yes.
- B. Assign the Field Service-Administrator security role to the RSO user.
- C. Enable Resource Scheduling Optimization.
- D. Add RSO to the profile Field Service-Administrator.
- E. Add the RSO dispatcher role to a dispatcher.
Answer: A,B,C
NEW QUESTION # 81
Your company's inventory clerk is using the Returning to Vendor feature in Dynamics 365 for Field Service to process a customer's request to return a wheel that is the wrong size.
The clerk needs to understand the different tracking options for returning to the vendor.
Which actions correspond with track the return and which actions correspond with another return to vendor option? To answer, drag the type of return to the action. Each type or return 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.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
NEW QUESTION # 82
Your company receives a call from a customer saying that the hydraulic pump they received from your company is defective. The pump is manufactured by your company.
You need to process a return.
Which three actions should be performed in sequence? To answer, move the three appropriate actions from the list of actions to the answer area Arrange the three actions in the correct order.
Answer:
Explanation:
1 - Create an RMA.
2 - Add RMA products.
3 - Create an RMA Receipt, indicating the product(s) received.
NEW QUESTION # 83
The company has hired a new manager to set up and configure Field Serviceto automatically schedule workorders to the most appropriate resource scheduling.
The manager is unable to optimize requirements and bookings related to work orders.
Which three settings are required? Each correct answer presents part of the solution.
- A. Set Connect to Maps as Yes.
- B. Enable Resource Scheduling Optimization.
- C. Add the RSO dispatcher role to a dispatcher.
- D. Add RSO to the profile Field Service-Administrator.
- E. Assign the Field Service-Administrator security role to the RSO user.
Answer: A,B,D
NEW QUESTION # 84
A new service technician was recently hired on at Litware, Inc. and is assigned to the HVAC team. The service technician is still learning about the job and the units the company sells and services.
The service technician has been assigned to a repair work order for a unit. Upon arrival and inspection, the service technician turns off the one circuit breaker to the unit, but is not sure what should be done next. The service technician makes a phone call to the internal help team, but they aren't sure how to provide guidance as they cannot see what exactly the service technician is looking at and the service technician cannot describe it.
What should the company implement to handle this sort of issue?
- A. Microsoft Teams
- B. Microsoft Dynamics 365 Remote Assist
- C. Microsoft Dynamics 365 Guides
- D. Resource Scheduling Optimization
Answer: B
Explanation:
Topic 2, Contoso Case studyGeneral Overview
Contoso is a large international manufacturing company that has offices around the world with service and scheduling departments in each office. In addition. Contoso has sates reps throughout the world.
Contoso has main offices in North America. Europe and Asia, with global headquarters based in Redmond, Washington, USA. Each of the regional offices has their own sales and service teams. The regional HQ locations also include sales and services leaders and executive management. Global HQ houses company executives for various departments, including sales and service.
Office hours are from 8:00 am to 6:00 pm. every day of the week except holidays, which have no work hours.
This applies to all offices, using their local time zone. Third-party contractors handle work outside of normal work hours at a higher rate Field Service staff Contoso's service technicians around the world will be a combination of internal employees and third-party contractors.
* Pay type is Straight for regular work hours, and Overtime for work on holidays and after hours.
* All technicians have the capacity of handling just one job at a time, while supervisors can handle 2 jobs at a time.
Contoso's internal field service employees:
* Begin and end their workday at their home of record.
* Have a default office location / regional office.
* Are assigned to multiple territories.
All third-party contractors:
* Begin and end their workdays at their office location.
* Have a default office location / regional office.
* Are assigned to only one territory.
Dispatchers:
* Work at the Main office for their region
* Assigned to all territories in the region.
* Have privileges to customize their Schedule Boards.
All field service technicians will utilize the Field Service mobile app.
* Contoso employees will have full field service licenses, while third-party contractors will not.
* Field Service technicians will not have access to Leads. Opportunities or other sales-specific data.
* Dispatchers can see all data for their region, though they will mostly be scheduling for only one territory.
Contoso has several classes to distinguish the capability and training level of its field technicians. All work order bookings need to respect these classes and book resources accordingly.
Org structure setup
Contoso currently uses Dynamics 365 Customer Engagement for leads, opportunities, quotes and orders.
There are currently 200 sales users in North America. 500 in Europe and 400 in the Asia-Pacific region.
The Contoso physical environment is structured in the following manner, with the roles noted.

Field Service structure
Contosos field service technicians respond to all installation work orders with two human resources:
* One licensed technician (Level 3). and...
* One apprentice technician. Apprentices can be either Level 1 (new trainee) or Level 2 (halfway through training).
In many cases installation work also requires the use of specialty tools, depending on what is being installed The current system does not have any way to track the level of skill for each resource, nor the uses for the specialty tools. This is handled as "tribal knowledge." Preventative maintenance work orders can be handled by one resource if they are a Level 2. If the resource is a Level 1. they must be accompanied by a Level 3 resource, and vice versa.
All field service technicians are required to complete OSHA training annually. In their first year of apprenticeship they must complete the full 40-hour course. In the next 2 years they must complete the 8-hour refresher course. This cycle repeats every 3 years for the duration of their employment.
In the current system, when a technician has finished with a work order, they turn in the paper copy with their notes to the dispatcher. The dispatcher then gives that information to a back-office employee, who will check the work order to ensure accuracy before creating an invoice. Contoso wishes to automate this exact process in the new system.
Customer base
About half of Contoso's customer base includes Not For Profit service organizations. The implications for billing are complex, so it's important that Tax Exempt Status be noted for all Accounts and flow through to all Work Orders. NFP Customers who are associated with government entities will pay for travel time; other customers will not. This information should flow from the Billing Account to all associated Service Accounts.
Most Contoso customers sign agreements for Preventative Maintenance. Contoso uses templates and incidents to ensure services standards are the same across all regions. Preventative Maintenance agreements include monthly inspection and quarterly cleaning and inspection, with billing occurring quarterly.
Remaining consistent
Contoso plans to keep the current data structure and extend it to the new Field Service functionality.
Field Service users will fall under the same organizational structure currently implemented for the sales staff.
* Field service technicians will only be able to see their assigned work orders and bookings.
* Dispatchers will be able to see all work orders and bookings for the region- Planned changes Contoso plans to implement Dynamics 365 Field Service with mobile access. They will be using incidents, work orders, bookings and invoicing. The following requirements were gathered during analysis:
1. Work Orders and Scheduling.
o Automated and suggestion-based scheduling.
o Scheduling based on required technician skills and number of technicians needed.
o Schedule resources based on location, minimizing travel time when possible.
o Technicians must be onsite within 3 hours of an emergency Work Order being assigned to them.
o The travel time should automatically update upon changing a booking.
2. Agreements
o Setup and create work orders, bookings and invoices for preventative maintenance with work orders automatically created 14 days before PM is due. o EscaJation of Work Orders based upon agreed customer commitment. o Ability to designate clients as Preferred, with special pricing.
3. Products and Services
o Warehousing and inventory management processes will be implemented, including tracking products moved onto trucks for installation at customer sites.
o Implement a parts return process that includes having a technician uninstall the part to be returned.
o Multiple price lists will be used, divided into Gold, Silver and Bronze levels, based on the spending level of each customer.
o Internal teams need the capability to associate a 3D image to a Customer Asset record.
o Products added to a work order should be set to Allocated.
4. Resources
o Implement Company Holidays for North American regions, o Implement Paid Time Off for all regions.
o Specialty equipment will be scheduled on work orders as needed.
o Training and skill levels will be noted as appropriate for resources.
5. System
o Geocoding will be activated throughout the system.
o Territories will be used for Accounts, Resources and Work Orders.
Technical requirements
Contoso identified the following technical requirements:
1. Invoking
o Auto creation of invoices upon work completion.
o The system must track the price of resources based on holidays and after-hours scenarios at a rate of one and a half times the no*mal billing rate.
o Travel time is billable for all field service technicians, pay type Travel, which should be noted on all Service Accounts.
2. Resources
o Contractor technicians require access to work order and customer details once assigned to a booking.
o Dispatchers need a schedule board for their region(s).
3. Products and Services
o All parts that are removed from a customer's equipment must be returned to the Main warehouse.
o Products to be marked as Assets will be configured accordingly.
o All products that will become Assets require instalation by a technician.
o All products are received into the Main warehouse.
4. Work Orders
o The ability to have templates for work orders; The templates will provide guidance for technicians along with recommended products and default services.
o Once a work order is posted it should no longer show on views.
o Contoso will use the "out of the box" work order statuses to begin, though they may be changed in later phases of the project.
5. Scheduling
o Once a work order is scheduled, do not change the time.
o Work Orders scheduled to technician(s) who do not have the desired skill set and level should show a warning.
6. Security and access
o Safeguards must be in place for the data on the Field Service Mobile App if a technician loses his mobile phone or tablet device, o The Field Service Administrator needs the ability to update the defaults for the schedule assistant.
7. Accounts
o Any Service Accounts that do not have a Billing Account noted should show a warning, o Any Billing Accounts that do not have a Price List noted should show a warning.
NEW QUESTION # 85
Your organization has decided to add Inspections as a new source of revenue.
As a business analyst for this new process, you need to start building Inspection forms for use on a work order.
Which three actions need to be performed in sequence? To answer, move the appropriate actions from the list of steps to the answer area and arrange them in the correct order.
Answer:
Explanation:
1 - Create a new inspection.
2 - Create inspection questions.
3 - Associate an inspection with a service task.
NEW QUESTION # 86
......
Microsoft MB-240 certification exam is a challenging exam that covers a broad range of topics related to the Dynamics 365 Field Service application. MB-240 exam consists of 40-60 multiple-choice questions, and candidates are given 120 minutes to complete the exam. MB-240 exam questions are designed to test the candidate's knowledge of Dynamics 365 Field Service, including topics such as work order management, inventory management, scheduling and dispatch, and customer service.
To prepare for the Microsoft MB-240 exam, Microsoft offers various training resources, including instructor-led training, online courses, and self-paced learning modules. Candidates can also take advantage of practice exams and study guides to help them prepare for the exam.
MB-240 Dumps PDF - MB-240 Real Exam Questions Answers: https://www.testsimulate.com/MB-240-study-materials.html