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Difficulty in Writing MB-240: Microsoft Dynamics 365 for Field Service Exam

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The Microsoft MB-240 exam is dedicated to Dynamics 365 Customer Engagement Functional Consultants who have Field Service experience. These specialists have the necessary experience to implement solutions and manage resources that help them complete the field service lifecycle.

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

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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

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

Configure product and service pricing

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

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

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

Create and manage work orders

  • Identify processes to close a work order
  • 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

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

  • Create requirement views
  • Configure URS for field service
  • Configure an entity to be schedulable
  • Determine Universal Resource Scheduling use scenarios
  • 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

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

Manage mobile projects

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

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

Manage inventory

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

Manage purchasing and product returns

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

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

Create and manage agreements

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

Manage customer assets

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

MB-240: Microsoft Dynamics 365 for Field Service Exam Certified Professional salary

The average salary of a MB-240: Microsoft Dynamics 365 for Field Service Exam Certified Expert in

  • Europe - 40,547 EURO
  • England - 40,532 POUND
  • United State - 60,000 USD
  • India - 6,00,327 INR

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Microsoft MB-240日本語 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Configure Dynamics 365 Field Service20%- Configure Field Service settings
  • 1. Set up Field Service parameters
    • 2. Configure organizational units and resources
      Topic 2: Manage Inventory and Assets15%- Inventory management
      • 1. Manage products and stock
        • 2. Track customer assets
          Topic 3: Field Service Mobile and Customer Experience20%- Customer engagement
          • 1. Service feedback management
            • 2. Customer communication workflows
              - Mobile app configuration
              • 1. Enable offline capabilities
                • 2. Configure Field Service mobile app
                  Topic 4: Schedule and Dispatch Work20%- Resource scheduling
                  • 1. Use schedule board
                    • 2. Optimize scheduling and routing
                      Topic 5: Work Order Management25%- Manage work orders lifecycle
                      • 1. Manage incidents and service tasks
                        • 2. Create and manage work orders

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