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| Topic | Details |
|---|
| Topic 1 | - Schedule and Dispatch Work Orders: Microsoft consultants delve into managing scheduling options, customizing schedule boards, and configuring the schedule assistant. Proficiency in Universal Resource Scheduling ensures consultants can optimize resource allocation and scheduling processes.
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| Topic 2 | - Manage Work Orders and Customer Assets: This section enables the Microsoft consultant to efficiently configure the work order lifecycle and manage incidents, agreements, and inspections. Key focus areas include creating and managing work orders while configuring customer assets.
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| Topic 3 | - Manage Inventory and Purchasing Using the Built-In Inventory Management System: This topic equips the Microsoft consultant with the knowledge to manage inventory, warehouses, purchasing, and product returns.
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Microsoft Dynamics 365 Field Service Functional Consultant certification exam (MB-240) is a valuable certification for professionals who want to demonstrate their expertise in field service management using the Microsoft Dynamics 365 platform. Microsoft Dynamics 365 Field Service Functional Consultant certification validates your skills and knowledge of the Field Service application and your ability to configure and customize it to meet the needs of your organization.
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 field service security roles
- Determine and configure skill types
- Determine and configure product and service categories
- Configure characteristics and skills
- Identify and configure field service entities
- Implement resource roles and categories
Configure product and service pricing
- Configure minimum charge amount and duration
- Add products and services to incidents
- Set up price list validity dates
Configure bookable resources
- Configure geocoding
- Set up bookable resource territories
- Manage bookable resources
- Set up bookable resource categories, characteristics, and resource pay types
- Define work hours for resources
- Define start and end locations for resources
Integrate other tools with Field Service
- Determine uses for Remote Assist
- Benefits of using Resource Scheduling Optimization
- Benefits of Connected Field Service
- Using Push Notifications on the mobile app
2. Manage work orders (15-20%)
- Configure uses and capabilities for billing accounts, service accounts, and sub-accounts
- Configure work order lifecycle stages
- Configure work orders, work order types, and priority
- Configure booking status and work order status values
Create and manage work orders
- Add status and sub-status information to a work order
- Organize work orders and resources by geography
- Identify processes to close a work order
- Associate a work order and a price list
- Create a work order from an incident or an opportunity
Manage incidents
- Attach Guides to Service Tasks
- Add service tasks, products, and services
- Configure service task types
- Configure Requirement Groups
3. Schedule and dispatch work orders (20-25%)
Manage scheduling options
- Schedule work orders using Schedule Board and Schedule Assistant
- Understand resource utilization
- Determine when to use each scheduling option
- Manually schedule work orders
- Move incomplete work orders
- Enable scheduling board geocoding
Implement the Schedule Board
- Facility Scheduling
- Configure schedule boards
- Identify features and uses for Booking Requirements view
- 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
- 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
4. Manage field service mobility (10-15%)
Install and configure the mobile app
- Assign security roles
- Configure the mobile app
- Administer connected devices
- Configure actions that field agents can perform
- Configure display customizations
Manage mobile projects
- Publish a mobile project
- Modify configuration settings
- Mobile Device Management, security and synchronization
- identify project artifacts that can be modified or edited
5. Manage inventory and purchasing (10-15%)
Manage inventory
- Set up inventory and warehouses
- Determine when to integrate inventory with Enterprise Resource Planning application
- Adjust inventory levels
- Transfer inventory
- View product inventory
Manage purchasing and product returns
- Finalize returns
- Determine the purchase order process
- Determine product return options
- Create return merchandise authorizations (RMAs) and return to vendor (RTV)
- Create purchase orders
6. Manage assets and agreements (10-15%)
Create and manage agreements
- Define and configure agreement preferences and settings
- Using Entitlements
- Determine when to use agreements
- Configure automatic generation of bookings
Manage customer assets
- Manage IoT devices
- Configure products to auto-create customer assets
- Create child assets
- Determine opportunities for Internet of Things (IoT)
- Associate work orders with customer assets
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Microsoft Dynamics 365 Field Service Functional Consultant Sample Questions (Q81-Q86):
NEW QUESTION # 81
You have configured Microsoft Dynamics 365 Customer Voice, along with Dynamics 365 Field Service.
Your manager wants to add the customer's First Name, Last Name, and Work Order Number to the survey. In which two survey elements can you add these variables? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- A. Survey header
- B. Post-survey message heading
- C. Footer text
- D. Section description
Answer: B,D
NEW QUESTION # 82
Your organization wants to use the new Microsoft Dynamics 365 Field Service mobile app.
You need to ensure this app works for the technicians.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.

Answer:
Explanation:

1 - Access the Field Service mobile app...
2 - Assign Field Service-Resource role for...
3 - Assign Field Service-Dispatcher field security..
NEW QUESTION # 83
You need to create a purchase order for a thermal overload cooling fan for a refrigeration unit on the shop floor.
After creating a purchase order, what are the five steps, in sequence, for completing the order and receivingthe products? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Answer:
Explanation:

Explanation

NEW QUESTION # 84
To improve communications with customers, your company has decided to implement Twilio, a third-party communication platform that has call and messaging capabilities.
The Twilio solution includes a number of core components to deliver the capability, all of which need to be set up.
Which five steps should you take in sequence to prepare data for optimization? 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 - Setup a twilio Account
2 - Obtain Phone Numbers
3 - Generate account SID and authentication token
4 - Install a Twilio-managed solution
5 - Configure SMS and IVR solution
NEW QUESTION # 85
Drag and Drop Question
A new member of your company's scheduling department is learning which scheduling function to use in Dynamics 365 for Field Service, based on different scenarios.
You need to provide a scheduling matrix to the new team member.
Which scheduling function should be used with each scenario? To answer, drag the appropriate function to the appropriate scenario. Each function may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view the content.
NOTE: Each correct selection is worth one point.

Answer:
Explanation:

NEW QUESTION # 86
......
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