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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

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How to Register For Exam MB-240: Microsoft Dynamics 365 Field Service?

Exam Register Link: https://examregistration.microsoft.com/?locale=en-us&examcode=MB-240&examname=Exam%20MB-240:%20Microsoft%20Dynamics%20365%20for%20Field%20Service&returnToLearningUrl=https%3A%2F%2Fdocs.microsoft.com%2Flearn%2Fcertifications%2Fexams%2Fmb-240

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

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

Configure product and service pricing

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

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

  • Configure uses and capabilities for billing accounts, service accounts, and sub-accounts
  • Configure booking status and work order status values
  • 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
  • Create a work order from an incident or an opportunity
  • Associate a work order and a price list
  • Organize work orders and resources by geography
  • Identify processes to close a work order

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

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

Manage mobile projects

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

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

Manage inventory

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

Manage purchasing and product returns

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

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

Create and manage agreements

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

Manage customer assets

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

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

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Microsoft MB-240 Exam Syllabus Topics:

SectionWeightObjectives
Schedule and Dispatch Work20%- Resource scheduling
  • 1. Optimize scheduling and routing
    • 2. Use schedule board
      Manage Inventory and Assets15%- Inventory management
      • 1. Track customer assets
        • 2. Manage products and stock
          Work Order Management25%- Manage work orders lifecycle
          • 1. Create and manage work orders
            • 2. Manage incidents and service tasks
              Field Service Mobile and Customer Experience20%- Mobile app configuration
              • 1. Enable offline capabilities
                • 2. Configure Field Service mobile app
                  - Customer engagement
                  • 1. Customer communication workflows
                    • 2. Service feedback management
                      Configure Dynamics 365 Field Service20%- Configure Field Service settings
                      • 1. Configure organizational units and resources
                        • 2. Set up Field Service parameters

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