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

Configure product and service pricing

• 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
• Set up price list validity dates
• Define tax codes
• Associate products and services with price lists
• Configure minimum charge amount and duration

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

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

Create and manage work orders

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

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

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

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

Manage mobile projects

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

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

Manage inventory

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

Manage purchasing and product returns

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

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

Create and manage agreements

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

Manage customer assets

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

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