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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

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

Configure product and service pricing

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

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

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

Create and manage work orders

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

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

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

Manage mobile projects

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

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

Manage inventory

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

Manage purchasing and product returns

• Create purchase orders
• Determine product return options
• Finalize returns
• Create return merchandise authorizations (RMAs) and return to vendor (RTV)
• Determine the purchase order process
• 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
• Define and configure agreement preferences and settings
• Using Entitlements
• Add an SLA to a Work Order
• Enable SLAs
• Define Service Level Agreements (SLAs)
• Configure automatic generation of invoices

Manage customer assets

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

Introduction to MB-240: Microsoft Dynamics 365 for Field Service Exam

Candidates for MB-240 Exam are seeking to prove fundamental Microsoft Dynamics 365 knowledge and skills. Before taking this exam, exam aspirants ought to have a solid fundamental information of the concepts shared in preparation guide.

It is suggested that professionals accustomed to the ideas and also the technologies represented here by taking relevant training courses. Candidates are expected to have some hands-on experience with configure geocoding, defining taxcodes, configuring service and product pricing, managing work orders, managing incidents, configuring service task types, implementing schedule board. After passing this exam, candidates get a certificate from Microsoft that helps them to demonstrate their proficiency in Mobility and Devices Fundamentals to their clients and employers.

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

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