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

Configure product and service pricing

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

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

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

Create and manage work orders

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

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

• Determine Universal Resource Scheduling use scenarios
• Configure URS for field service
• Create requirement views
• Configure an entity to be schedulable
• Fields passed from work order to requirements
• 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
• Configure the mobile app
• Administer connected devices
• Configure actions that field agents can perform
• Integrate with Dynamics 365 Guides
• Configure display customizations

Manage mobile projects

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

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

Manage inventory

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

Manage purchasing and product returns

• Create return merchandise authorizations (RMAs) and return to vendor (RTV)
• Finalize returns
• Create purchase orders
• Determine the purchase order process
• 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

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

Manage customer assets

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

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This Microsoft test will measure your specific skills and knowledge. This expertise is an integral part of the exam topics. It is recommended that the students review the objectives and develop competence in each knowledge area before attempting this certification test. The following are the details of the domains covered in Microsoft MB-240:

Field Service Application Configuration: 15-20%

• Configuring Bookable Resources: The candidates will be required to demonstrate competence in managing bookable resources, configuring geo-coding, enabling mapping functionality, and configuring pay rates and types. This subdomain will also evaluate their skills in managing time-off requests, installing crews and resource pools, determining address types to use, and explaining use cases for crews, resource groups, and resource pools.
• Configuring Product & Service Pricing: This area requires one’s competence in defining tax codes, associating services and products with price lists, and configuring minimum durations and charge amounts.
• Integrating Tools with Field Service: This section will measure the ability of the students to utilize Power Automate flows in automating tasks and enhancing Dynamics 365 Field Services. It will also evaluate their ability to explain the use cases for the collection of customer feedback with Dynamics 365 Customer Voice.
• Configuring Settings: Within this subtopic, the candidates should be able to demonstrate their skills in explaining and configuring the required security functions and resources. The topic will also measure the examinees’ expertise in explaining the required entities and customizing entities to fulfill the prerequisites. In addition, the test takers will need to show their skills in configuring proficiency models, skills and characteristics, and technician time tracking. Their expertise in configuring and determining the required skill types and enabling the schedule board geo-coding will be measured.

Potential Candidates and Their Abilities

The MB-240 test is created for the Microsoft Dynamics 365 Customer Engagement Functional Consultants who already have some field service expertise. The individuals who aspire to take this certification exam should have the ability to accomplish the following technical tasks:

• Configure field service applications;
• Manage inventory and purchasing;
• Manage assets and agreements;
• Schedule and dispatch work orders;
• Manage field service mobility.

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

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