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Microsoft MB-240 Exam Syllabus Topics:

SectionWeightObjectives
Scheduling and Dispatch (20-25%)20-25%- Schedule work orders using various methods
- Configure map view and route optimization
- Manage scheduling options and requirements
- Optimize schedules using resource scheduling optimization
- Configure schedule board and board features
- Handle scheduling conflicts and rescheduling
Configure Field Service (20-25%)20-25%- Set up and configure customer assets
- Configure scheduling configurations and booking setup
- Configure work order types and incident types
- Configure pricing, billing, and cost entities
- Set up and configure resource characteristics and skills
- Implement security roles and field service settings
- Configure Field Service organizations and structures
Manage Field Service Mobile Application (10-15%)10-15%- Configure resource and technician mobile experiences
- Configure Field Service Mobile app settings
- Handle offline capabilities and synchronization
- Manage mobile forms and workflows
Manage Inventory and Procurement (15-20%)15-20%- Process purchase orders and returns
- Manage inventory levels and stock locations
- Configure product inventory and item associations
- Configure warehouse and inventory settings
- Handle inventory adjustments and transfers
Manage Work Orders (20-25%)20-25%- Create and manage work orders
- Manage work order reporting and analytics
- Handle work order incidents and resolutions
- Process work order inspections and recommendations
- Configure work order lifecycle and statuses
- Manage work order products, services, and notes
Manage Asset and Connected Field Service (5-10%)5-10%- Implement connected field service scenarios
- Configure IoT integrations and alerts
- Manage asset IoT connections and monitoring
- Process IoT alerts and work order creation

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Microsoft Dynamics 365 Field Service Functional Consultant Sample Questions (Q227-Q232):

NEW QUESTION # 227
You are configuring work orders for technicians to complete the onsite service.
When a work order is completed, the customer needs to receive an invoice for the labor charge time spent by the technician to complete the service.
Which option should the technician use to enter their time spent?

Answer: C


NEW QUESTION # 228
Your company is preparing to deploy the Dynamics Field Service with Mobile Application.
Your manager asks you to ensure that the Booking Statuses will match with the current business process thefield technicians are following.
As the Field Service Administrator, you review the documentation and discover that the out-of-the-box BookingStatuses will meet your company's needs.
What is the order of the Booking Statuses for the five out-of-the box booking status fields? To answer, move the five out-of-the-box booking status fields to the answer area and arrange them in the correct order.

Answer:

Explanation:


NEW QUESTION # 229
Case Study 5 - LitWare Inc
Overview
Company overview
LitWare Inc. is a plumbing and heating company which provides installation, maintenance, and repair services in United States (U.S.) and Canada.
LitWare also offers various installation and repair services such heating, venting, and air conditioning (HVAC), plumbing, and roofing for commercial customers using their employees and subcontractors.
Company structure and resources
The company has three main types of services, each offering a different combination of service personnel.
1. Training services provide training to LitWare employees and subcontractors to perform the work in the regions serviced.
2. Unplanned maintenance services address emergency repair requests for their customers.
- Dispatchers are assigned to all territories in a region. Dispatchers assign repair and installation work to repair technicians based on their skills.
- Repair technicians are employees and subcontractors.
3. Planned maintenance services perform regular and planned checks for their customers.
- Inspectors are assigned to all regions based on skills and expertise.
- Installers are assigned to multiple territories in a geographic region.
- Repair technicians are employees and subcontractors.
- Dispatchers are assigned to all territories in a region. Dispatchers assign repair and installation work to technicians based on skills.
All the inspection, repair, and installation employees utilize the Field Service mobile app.
Dispatchers can see all work request data for their region and see all the bookable resources.
Existing environment
Job structure
Typical job assignments are as follows:
- Inspections: 1-2 resources
- Installations: minimum 2 resources, 1 expert
- Repairs: 1-3 resources
Skills and certifications
The following spreadsheet tracks the skills and certifications earned by each internal employee:

Service areas
The service areas are:

For each type of job, there must be at least one certified or highly experienced resource on the job.
Their current system does not have a way to maintain the availability of a service, maintain the subcontractor's insurance details, certifications, and more options for inspectors. All work is printed out and provided as a hard copy to the resources. It is not easy to distribute the new updated materials for the service or share the new troubleshooting guides.
Requirements
Planned changes
LitWare plans to implement Dynamics 365 Field Service. The requirements gathered during analysis are:
Work orders and scheduling
- Scheduling based on resource skill, and number of required resources based on job type and duration.
- Planned Maintenance emergency calls take priority over other types of jobs.
- Schedule resources based on location, maximizing total work hours and then minimizing drive time.
- Ability to track technician time.
- Ability to configure rates and pay types.
- Ability to easily see when a resource is on Time Off on the schedule board.
- All resource time-off requests should be approved by both their manager and their line manager.
Service contracts
- Set up and create a Planned Maintenance type of contract.
- Define the coverage of the regions by the work.
Inspection management
- Ability to configure inspections.
- Ability for inspections to be linked with work orders and customer assets.
Resources
- Implement company holidays for U.S. and Canada.
- Implement various pay types based on overtime, weekends and holidays, travel and regular time.
- Implement paid time off.
- Ability for resource calendars to reflect resource time off and work hours.
- Access to jobs assigned for the day.
- Ability to capture the validity of the insurance and send a 90-day reminder notification before the expiry.
- Activate geocoding throughout the system.
- Use territories for accounts, resources, and work orders.
- Enable Microsoft SharePoint Integration.
Field Service mobile app
- Ability for technician to access work orders and asset details.
- Ability to perform inspections on the mobile app.
- Ability to work through offline mode.
- Ability to enter time for the work.
Technical requirements
Resources require the ability to:
- Configure work hours templates based on their time zone.
- Access and view their skills, skill level, and certification data.
o Certifications set to expire over the next 90 days should show highlighted in Yellow.
o Certifications already expired will show in Red.
- Access documents either online or offline.
- Have their time-off requests enabled for approval by default for resource who has skill of electrical, and have the requests approved by both their manager and line manager.
Work orders
- The ability to have templates for work orders.
o Templates will provide guidance for technicians, and help recommend products and default services.
- Work orders created from a PM contract need to have a status = Service Contract.
Inspections:
- Ability to configure advance inspections with conditional logics based on the questions.
- Ability to use the latest inspections for analytics on a weekly basis.
- Ability to perform ad-hoc inspections with assets.
- Ability for users to export responses.
Security and access
- Technicians in the field should only see work orders scheduled for today.
- Technicians should have the option to enter manual time.
- Technicians should have the option to complete the inspections.
- Technicians should have the ability to access relevant apps to complete the job.
- Technicians should have the ability to access the guides.
- Administrators should have access to the technician usage of the guides.
LitWare has requirements for configuring the mobile app.
You need to set up ad hoc inspections for technicians.
What should you do?

Answer: A


NEW QUESTION # 230
You are Dynamics 365 for Field Service Administrator and work for a manufacturing company. The company provides customers with large power systems for sophisticated data centers. The power systems are serviced by a field engineering team.
The field engineering team documents work done on repairs and maintenance by completing Work Orders within Dynamics 365.
You need to easily schedule work orders for the field engineering team via the schedule and enable geocoding.
Which two steps must you take to schedule resources via the schedule board and enable geocoding? Each correct answer presents part of the solution.

Answer: A,B

Explanation:
Section: Schedule and dispatch work orders


NEW QUESTION # 231
All delivery charges must be automatically added to any Delivery work order, and the price must be set and locked. The delivery charge must be set up in a way so that it is invoiced upon delivery completion.
Which three steps should you take to set up the invoice? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

Answer: B,D,E


NEW QUESTION # 232
......

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