Description

Guarantee your MB-240 exam success with examkiller's study guide. The MB-240 practice test questions are developed by experiences Microsoft Certification Professionals who working in todays prospering companies and Microsoft exam data center.

Exam Number: MB-240

Exam Title: Microsoft Dynamics 365 Field Service Functional Consultant

Passing Score: 700 (Total Score: 1000)(Tips: You should pass 70% for each section of the exam (bar on the chart), or else you still faild the exam even your total score more than 700 )

Origin Provider: ExamKiller

Total Questions: 59 QAs

Type: Real Exam Questions

Guarantee: 100% Pass Guarantee

Demo: Click Here for Check Demo

Microsoft MB-240 Exam Objectives

Configure field service applications (20–25%)

Define and configure core field service components

• Define and configure key required security roles
• Configure territories, postal codes, and organizational units
• Configure characteristics and proficiency models
• Implement resource roles and categories
• Enable conditional Field Service settings
• Enable Microsoft Teams Integration

Configure product and service pricing

• Define required product and service types
• Configure minimum charge amounts and durations
• Determine how pricing rules affect the price that is applied to a product on a work order
• Associate products and services with price lists
• Define tax codes

Configure bookable resources

• Manage bookable resources
• Configure geocoding
• Define start and end locations for resources
• Determine the types of addresses to use
• Configure pay types and rates
• Configure working hours and working hour templates
• Manage time off requests
• Enable technician time tracking

Schedule multiple resources

• Determine the types of resources required
• Describe use cases for resource pools, crews, and Requirement groups
• Define Requirement groups and Requirement group templates
• Set up resource pools and crews

Integrate other tools with Dynamics 365 Field Service

• Implement Dynamics 365 Remote Assist for use with Dynamics 365 Field Service
• Configure and use Dynamics 365 Remote Assist one-time call
• Use Dynamics 365 Guides with work orders

Create and configure field service visualizations

• Configure dashboards
• Design and create field service charts
• Design reports by using the Report wizard.
• Design, create, and share Power BI reports and dashboards
• Understand the key Field Service Analytics and Insights work order summary metrics

Manage work orders (20–25%)

Describe the work order lifecycle

• Configure work orders, including work order types and work order resolutions
• Configure work order lifecycle stages
• Configure booking status and work order status values
• Configure uses and capabilities for billing accounts, service accounts, and functional locations

Create and manage work orders

• Create a work order
• Add status and sub-status information to a work order
• Organize work orders and resources by geography
• Associate a work order with a price list, Service Level Agreement, and entitlement
• Close a work order
• Collaborate on work orders by using Microsoft Teams
• Prepare work order summary reports
• Configure work order resolutions

Manage incidents

• Configure incident types and suggestions
• Assign requirement group templates to incident types
• Add service tasks to incidents
• Add products and services to incidents

Create and manage agreements

• Determine when to use agreements
• Define and configure agreement preferences and settings
• Configure automatic generation of work orders
• Configure booking preferences
• Configure agreement invoicing
• Create entitlements for agreements

Manage inspections

• Create inspections and ad hoc inspections
• Associate inspections with work orders and customer assets
• Describe use cases for analyzing results of inspections
• Create inspection templates

Schedule and dispatch work orders (20–25%)

Manage scheduling options

• Schedule work orders by using the schedule board and schedule assistant
• Determine when to use each scheduling option
• Configure fulfillment preferences
• Configure quick scheduling (“quick book“)

Implement schedule boards

• Identify features and uses for Booking Requirements view
• Implement the integrated map feature
• Manually schedule work orders
• Reassign and reschedule work orders
• Move incomplete work orders
• Generate driving instructions for field agents

Manage schedule boards

• Describe use cases for multiple schedule boards
• Configure schedule boards
• Customize a schedule board

Implement the schedule assistant

• Apply constraints to resource queries
• Filter data
• Specify a search radius
• Troubleshoot the schedule assistant

Configure Universal Resource Scheduling

• Describe use cases for Universal Resource Scheduling
• Describe the role of resource requirements in scheduling
• Enable scheduling for a table
• Configure geocoding for a custom table
• Manage work hours calendar for requirements
• Describe booking timestamps, booking journals, and actuals

Manage the Dynamics 365 Field Service mobile app (5–10%)

Describe the capabilities of the mobile app

• Deploy the mobile app
• Complete work orders
• Service and maintain customer assets

Set up the mobile app

• Configure security roles
• Customize the mobile app including forms, views, pages, and site maps
• Enable and configure location tracking and geofencing
• Configure offline profiles and synchronization features
• Configure deep linking
• Configure push notification
• Configure barcode features

Manage inventory and purchasing (1–5%)

Manage inventory and warehouses

• Set up inventory and warehouses
• View product inventory
• Adjust inventory levels
• Transfer inventory between warehouses
• Manually update inventory by using inventory journals

Manage purchasing and product returns

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

Manage Connected Field Service and customer assets (5–10%)

Implement Connected Field Service

• Describe IoT deployment options
• Identify use cases for Connected Field Service
• Manage and associate IoT devices
• Configure security roles for Connected Field Service

Define and configure customer assets

• Describe uses for customer assets
• Create and manage customer assets
• Configure products to enable automatic creation of customer assets
• Associate work orders with customer assets
• Create child assets
• Configure 3D asset models
• Define functional locations

Implement Microsoft Power Platform (5–10%)

Configure model-driven apps

• Create and configure forms
• Create and configure views
• Configure site maps

Create custom apps and automation

• Create task-specific canvas apps and custom pages
• Embed apps in Dynamics 365 Field Service
• Use custom Power Automate cloud flows to automate tasks and enhance Field Service

Manage customer experiences (5–10%)

Configure Microsoft Power Pages

• Configure Field Service customer experience portal
• Configure self-service scheduling
• Configure pre-built Power Automate flows
• Track technician location

Capture customer feedback by using Customer Voice

• Create a survey
• Trigger distribution of a survey
• Apply formatting and branding to a survey
• Describe and analyze survey results including CSAT and Net Promoter Score (NPS)
• Describe survey elements including question types

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