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Introduction to MB-240: Microsoft Dynamics 365 for Field Service Exam

Candidates for MB-240 Exam are seeking to prove fundamental Microsoft Dynamics 365 knowledge and skills. Before taking this exam, exam aspirants ought to have a solid fundamental information of the concepts shared in preparation guide.

It is suggested that professionals accustomed to the ideas and also the technologies represented here by taking relevant training courses. Candidates are expected to have some hands-on experience with configure geocoding, defining taxcodes, configuring service and product pricing, managing work orders, managing incidents, configuring service task types, implementing schedule board. After passing this exam, candidates get a certificate from Microsoft that helps them to demonstrate their proficiency in Mobility and Devices Fundamentals to their clients and employers.

Inventory & Purchasing Management: 5-10%

• Operating Inventory & Warehouses: This subtopic covers the learners’ skills in viewing product inventory, setting up warehouses and inventory, adjusting inventory, and updating inventory manually with the use of inventory journals.
• Operating Customer Assets: The test takers should demonstrate their skills in creating child assets, configuring asset properties, 3D asset forms, and uses for the customer assets.
• Operating Purchasing & Product Returns: The examinees will be required to demonstrate competence in creating purchase orders, determining product return alternatives, explaining purchase order processes, as well as finalizing returns.

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

Microsoft MB-240日本語 Exam Overview:

Exam Details and Topics

In regards to the exam details, it is important to start with the format. The test can be taken in the English language only. It is known to be 120 minutes long with approximately 40-60 questions to answer. The candidates in the United States are required to pay $165 to sit for this exam either online or at any Pearson VUE center near them. This cost is not applicable in other countries. Due to taxation, it is usually different and on the higher side. Those individuals who are not in the USA can find out how much they should pay for the test on the official webpage.

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

Configure product and service pricing

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

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

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

Create and manage work orders

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

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

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

Manage mobile projects

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

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

Manage inventory

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

Manage purchasing and product returns

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

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

Create and manage agreements

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

Manage customer assets

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

Microsoft MB-240日本語 Exam Syllabus Topics:

Microsoft Dynamics 365 Field Service Functional Consultant (MB-240日本語版) Sample Questions: