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| Certification Vendor: | Microsoft |
|---|---|
| Exam Name: | Microsoft Dynamics 365 Field Service Functional Consultant |
| Exam Number: | MB-240 |
| Related Certifications: | Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate Microsoft Certified: Dynamics 365 Fundamentals (CRM) |
| Real Exam Qty: | 40-60 |
| Exam Price: | USD 165 (may vary by region) |
| Passing Score: | 700 / 1000 |
| Exam Format: | Best answer, Drag and drop, Multiple choice, Case studies |
| Available Languages: | Korean, Chinese (Simplified), Portuguese (Brazil), French, Japanese, Spanish (Latin America), English, German |
| Exam Duration: | 120 minutes |
| Certificate Validity Period: | 1 year (renewable annually via free online assessment) |
| Recommended Training: | Microsoft Learn MB-240 Learning Path Dynamics 365 Field Service Documentation |
| Exam Registration: | Pearson VUE Microsoft Exams Microsoft Certification Exam Registration |
| Sample Questions: | Microsoft MB-240 Sample Questions |
| Exam Way: | Online proctored via Pearson VUE or in-person at authorized test centers |
| Pre Condition: | No mandatory prerequisites, but recommended familiarity with Dynamics 365 fundamentals and field service concepts |
| Official Syllabus URL: | https://learn.microsoft.com/credentials/certifications/d365-field-service-functional-consultant-associate/ |
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Microsoft MB-240 Exam is designed for individuals who want to become certified as a Microsoft Dynamics 365 Field Service Functional Consultant. MB-240 exam is targeted at professionals who have a deep understanding of Field Service and have experience with configuring and customizing the Dynamics 365 Field Service application. MB-240 exam measures the candidate's ability to design, configure, and implement Field Service solutions that meet the needs of customers.
| Topic | Details |
|---|---|
Configure field service applications (15-20%) | |
| Configure settings | - define and configure key required security roles - define and configure resource required scheduling options - define required entities - customize entities to meet requirements - configure territories, postal codes, and organizational units - determine and configure required skill types - configure characteristics and skills - configure proficiency models - implement resource roles and categories - enable schedule board geocoding - configure technician time tracking |
| Configure product and service pricing | - define required product and service types - configure minimum charge amounts and durations - determine when a product has a default list price and a work order price list - associate products and services with price lists - define tax codes |
| Configure bookable resources | - manage bookable resources - enable mapping functionality - configure geocoding - define start and end locations for resources - determine the types of addresses to use - configure pay types and rates - configure working hours and working hour templates - manage time off requests - describe use cases for resource pools, crews, and resource groups - define resource groups and resource group templates - set up resource pools and crews - configure technician location tracking |
| Integrate other tools with Field Service | - use Power Automate flows to automate tasks and enhance Dynamics 365 Field Service - describe use cases for collecting customer feedback by using Dynamics 365 Customer Voice - implement Dynamics 365 Remote Assist for use with Dynamics 365 Field Service - configure and use Remote Assist one-time call - use Guides with work orders - integrate with Dynamics 365 Supply Chain Management |
Manage work orders (15-20%) | |
| Describe the work order lifecycle | - configure work orders - configure work order lifecycle stages - configure booking status and work order status values - configure uses and capabilities for billing accounts, service accounts, and functional locations - understand the key work order summary metrics on the Field Service Insights Dashboard |
| Create and manage work orders | - create a work order from an incident or an opportunity - add status and sub-status information to a work order - organize work orders and resources by geography - associate a work order and a price list - identify processes required to close a work order - close a work order - use key field service metrics dashboard - configure asset hierarchy and location on a work order - configure and add work order resolutions |
| Manage incidents | - configure incident types - assign requirement group templates to incident types - add service tasks to incidents - add products and services to incidents |
| Create and manage agreements | - determine when to use agreements - define and configure agreement preferences and settings - configure automatic generation of bookings - create bookings - create invoices - create service-level agreements (SLAs) and entitlements for agreements |
| Create and use inspections | - create inspections - associate inspections to work orders - complete inspections through Field Service Mobile - describe use cases for analyzing results of inspections |
Schedule and dispatch work orders (25-30%) | |
| Manage scheduling options | - schedule work orders using Schedule Board and Schedule Assistant - determine when to use each scheduling option - configure fulfillment preferences - configure Quick book - describe use cases for predictive work duration - describe use cases for predictive travel time - describe scenarios to modify and use the enhance work hours calendar for requirements - describe use cases for implementing the technician locator functionality - describe use cases for implementing travel outside of working hours - describe use cases for appointment scheduling on Microsoft Outlook |
| Implement schedule boards | - identify features and uses for Booking Requirements view - implement the integrated map feature - manually schedule work orders - reassign and reschedule work orders - move incomplete work orders - generate driving instructions for field agents - configure schedule boards - customize the schedule board - describe use cases for travel outside of working hours |
NEW QUESTION # 74
You are a dispatcher for a cable installation company that provides installation services in multiple territories.
The company is using Dynamics 365 for Field Service to manage their work orders. Every time a work order is created, the dispatch team is manually assigning the work order to a territory in order to book the correct resources.
You are tasked with ensuring that Dynamics 365 will automatically assign work orders to territories so that the dispatcher can search for the correct resources.
Which four steps, in sequence, must be configured to ensure that when work orders are created they will automatically be mapped to the correct territory? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
1 - Add new service territories.
2 - Add new resource territories.
3 - Map postal code to service territories.
4 - Assign members to territories.
NEW QUESTION # 75
Your company uses Dynamics 365 for Field Service.
The company's inventory clerk goes to the bin location for electrical switches and discovers there are none in stock. However, the Field Service Inventory shows a quantity of one.
In which order should the required fields be entered to adjust the inventory to the correct amount? To answer, move the three appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation:
NEW QUESTION # 76
You are managing your organization's assets.
You need to give your organization's technicians better visibility of their locations in order to reduce travel time and time spent searching for the asset when the technicians arrive on site. How should you structure the system to manage this request?
Answer: B
NEW QUESTION # 77
Your company receives a call from a customer saying that the hydraulic pump they received from your company is defective. The pump is manufactured by your company.
You need to process a return.
Which three actions should be performed in sequence? To answer, move the three appropriate actions from the list of actions to the answer area Arrange the three actions in the correct order.
Answer:
Explanation:
Explanation:
NEW QUESTION # 78
You are in the process of setting up calendars and working hours in Dynamics 365 Field Service.
You are setting up working hours templates.
What are three capabilities of using working hours and calendars in Dynamics 365 Field Service?
Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Answer: C,D,E
NEW QUESTION # 79
......
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