How to book the MB-240: Microsoft Dynamics 365 for Field Service Exam

These are following steps for registering the MB-240: Microsoft Dynamics 365 for Field Service exam.

Step 1: Visit to Microsoft Learning and search for MB-240: Microsoft Dynamics 365 for Field Service.
Step 2: Sign up/Login to Pearson VUE account
Step 3: Select local centre based on your country, date, time and confirm with a payment method.

Preparation Process in 6 Steps

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Microsoft Field Service Exam Certification Details:

Books / Training	MB-240T00-A: Microsoft Dynamics 365 Field Service
Exam Name	Microsoft Certified - Dynamics 365 Field Service Functional Consultant Associate
Exam Price	$165 (USD)
Sample Questions	Microsoft Field Service Sample Questions
Exam Code	MB-240
Passing Score	700 / 1000
Duration	120 mins
Schedule Exam	Pearson VUE
Number of Questions	40-60

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

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Target Audience

The MB-240 exam is particularly created for Microsoft Dynamics 365 customer engagement and functional consultants that are equipped with Field Service expertise including implementing solutions to manage resources. And given that there are no clear requirements for candidates, with proper training, anyone can take this test and get Microsoft certified.

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Microsoft MB-240 Exam Syllabus Topics:

Section	Weight	Objectives
Topic 1: Manage inventory and purchasing	5–10%	- Configure inventory settings, warehouses, and product catalog - Process inventory transactions: receive, transfer, adjust, and consume - Manage purchasing, purchase orders, and vendor returns
Topic 2: Configure field service applications	20–25%	- Configure core settings and administration areas - Configure service agreements, booking rules, and settings - Configure incident types, service tasks, and products - Configure resources, resource types, and resource roles
Topic 3: Implement Microsoft Power Platform	5–10%	- Extend functionality with customizations and solutions - Configure and use connected field service and IoT features - Integrate with Power Apps, Power Automate, and Power BI
Topic 4: Schedule and dispatch work orders	15–20%	- Manage bookings, resource availability, and conflicts - Configure and use resource scheduling optimization (RSO) - Use schedule board, schedule assistant, and resource optimization - Configure scheduling parameters, booking statuses, and requirements
Topic 5: Manage the Field Service mobile app	5–10%	- Customize mobile forms, views, and offline capabilities - Install, configure, and deploy mobile app - Manage mobile user access, security, and synchronization
Topic 6: Manage work orders and customer assets	25–30%	- Process work order lifecycle: creation, assignment, completion, and closure - Manage customer assets, asset hierarchies, and service history - Create and manage work orders, work order types, and statuses - Manage work order products, services, and skills requirements

Microsoft Dynamics 365 Field Service Functional Consultant Sample Questions:

Question #1

Your organization wants to use the new Field Service mobile app.
You need to ensure this app works for the technicians.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.

A. Access the Field Service model-driven app and select Manage Roles.
B. Assign System Administrator role for the app.
C. Assign Field Service-Resource role for the app.
D. Assign Field Service-Dispatcher field security profile to the app.
E. Access the Field Service mobile app and select Manage Roles.

Reveal Solution Discussion 0

Correct Answer: A,C 🗳️

Question #2

You are a Field Service resource manager for Contoso, Ltd. and are setting up characteristics for field technicians who are responsible for repairs on rental equipment.
Work performed on certain types of backhones, trenchers, and excavating equipment requires different attributes to be identified for proper work order assignment and scheduling.
Which two characteristics are valid? Each correct answer presents a complete solution.

A. Rating Value
B. Skill
C. Approval Status
D. Certification

Reveal Solution Discussion 0

Correct Answer: B,D 🗳️

Question #3

You are a Dynamics 365 Field Service technician at a customer site. Three additional existing customer assets need to be added to the work order. You need to add these customer assets to the work order. What should you do?

A. Add additional incidents with the associated existing asset.
B. Add the customer assets to the primary work order incident.
C. Add the customer assets directly to the work order.
D. Add the customer assets at the work order product level.

Reveal Solution Discussion 0

Correct Answer: B 🗳️

Question #4

During requirement and design discussions, Litware. Inc. Subject Matter Experts (SMEs) discuss a specific scenario.
A customer purchases an HVAC system along with a 1-year service contract and a 3-year extended warranty.
After 9 months, the system shuts down and the customer cannot get it started back up. The customer calls into Litware, Inc. to inform them the system is down and he needs a service technician to come out to fix the unit.
The SMEs want to know which functionality within Dynamics 365 Field Service can handle the scenario.
Which configuration steps should you take in each of the categories listed? To answer, drag the appropriate configuration to the correct category in the answer area. Each element 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 content.
NOTE: Each correct match is worth one point.

Reveal Solution Discussion 0

Correct Answer:

Explanation:

Topic 1, Litware, Inc Case Study
Company structure and resources
Litware, Inc. is a home improvement retail company with stores around the world. Litware, Inc. also offers various installation and repair services using both employees and subcontractors.
Litware, Inc. has stores located throughout the United States and Canada.
The company has three main types of stores, each offering a different combination of service personnel.
1. DIY Stores are retail and contractor stores with supply items for electrical, lighting, and other home improvement DIY projects.
* Delivery personnel pick up at the local warehouse for each store.
* Installers install major appliances.
2. Pro Stores offer design ideas for major home renovations.
* Designers are assigned to a department based on skills and expertise.
* Installers are assigned to a geographic region.
* Repair Technicians are all subcontractors.
3. Home Improvement Stores offer the convenience of purchasing items available in the DIY stores, but also include the expert design, installation and repair services offered in the Pro Stores.
* Designers are assigned to a department based on skills and expertise.
* Delivery personnel pick up at the local warehouse for each store
* Installers are assigned to multiple stores in a geographic region.
* Repair technicians are all subcontractors.
* Dispatchers are assigned to all territories in a region. Dispatchers assign repair and installation work to technicians based on skill.
All internal delivery, repair and installation employees will utilize the Field Service mobile app. Litware, Inc.
employees have full-service licenses, while subcontractors do not K
Regions
Dispatchers can see all work request data for their region, including resources.

The Canadian regions are:

Data management structure
Litware, Inc. store employees can see data within their region. This is to provide better support of customers and stores within the regions. The current data access structure appears as follows:

Field Service difficulties
Typical job assignment is as follows:
* Appliance Delivery & Hookup: 2 resources - subcontracted out
* Landscaping: minimum 2 resources. 1 expert
* Carpeting: 2-3 resources
* Tile Flooring: 2 resources
* Kitchen Cabinets: 3 resources
* Hardwood Flooring: 2 resources
* Repairs: 1-2 resources
A spreadsheet tracks the skills and certifications earned by each internal employee. They are:

The Skill Proficiency Model used at Litware, Inc. is as follows;
1 - Novice
2 - Inexperienced
3 - Moderate Experience
4 - Experienced
5 - Expert/Certified
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 share technical documents and instructions with the technicians and have them review it while onsite.
All work is printed out and the provided to the resources. Contractors are currently emailed the job details to which they need to confirm availability. Contractors sometimes decline work. In some of these cases, the Litware, Inc. dispatch team does not react quickly to this information and the customer ' s work or delivery is delayed.
Customer base
Currently, all customer data are held in Dynamics 365 Finance and Operations (D365 F & O).
* Most store employees do not have access to this data as it is currently being implemented for backend features, such as inventory and invoicing.
* Designers and those scheduling can pull up a customer and their pending orders and installations, but they cannot see the payment details and terms.
85% of Litware ' s customers are households.
15% are construction-based companies that either purchase or hire Litware, Inc. for specific jobs.
* Most of these companies receive a 5-10% discount on supplies and 10% discount on labor.
Planned changes
Litware, Inc. 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.
* Preventative Maintenance emergency calls take priority over other types of jobs.
* Schedule resources based on location, maximizing total work hours and then minimizing drive time.
* All HVAC down jobs require a resource to be onsite at the customer location within 2 hours, per contract terms.
* Some high-end HVAC systems can tell the company when the system is experiencing issues. Alert dispatchers when this occurs if this feature is enabled and purchased.
* Set contractually obligated times for HVAC down jobs.
* Set reminders or see critical details to act on for a job.
* Ability to quickly book a job.
* Easily see when a resource is on Paid Time Off on the schedule board.
Service Contracts
* Set up and create a Preventative Maintenance (PM) type of contracts.
* PM contracts are only for HVAC systems. Semi-annual maintenance jobs should be created 30-days before they are to be scheduled.
# Preventative Maintenance
* Semi-annual inspections Discount on any required parts and additional labor.
* Include 24-hour emergency service calls at no-charge.
Extended Warranties
* Ability to setup and create an Extended Warranty type of contracts.
* Start when Manufacturer warranty ends.
* Can be purchased for 1, 2 or 3 years and include all parts and labor.
Products and Services
* Integration between D365 F & O and D365 Field Service.
* Implement a parts return process for any unused or defective part during an installation job.
* Multiple price lists will be used, based on region and customer type (retail, construction).
Resources
* Implement company holidays for US and Canada
* Implement various pay types based on OT, Weekends/Holidays, Travel and Regular Time.
* Implement Paid Time Off.
* Optimize resource schedules.
* Access to jobs assigned for the day.
* Specialty equipment scheduled on work orders as needed.
Technical requirements
Invoicing
* Send Work Order details to D365 F & O when a job is completed, and after internal reviews are performed.
* The system must track the price of resources based on holidays and after-hours scenarios at a rate of one and a half times the normal billing rate.
* Travel time is non-billable. Travel time should be captured as normal billing rate.
* A Delivery Fee of S75 is charged for each order.
* Subcontractor travel time is non-billable but is paid to the subcontractor company by Litware, Inc.
Resources
* Contractor technicians require access to work order and customer details once assigned to a booking. They do not have a license.
* Dispatchers need a schedule board for their region(s).
* Resources have access to view their skills, skill level and certification data.
o Certifications set to expire over the next 120 days should show highlighted in Yellow, o Certifications already expired will show in Red.
* Resources will be notified when they enter or leave a job, or are assigned a job for the day.
* Resource booking automatically updated when they enter job site.
* High priority jobs will send an alert to the resources ' phone and send them a text message.
* Resources assigned to a job where their skill level = 1 will be assigned to an experienced resource for 3 months.
* Resources on the job can use their smartphone to call and obtain assistance.
* Resources can access documents either online or offline.
Products and Services
* All parts removed from a customer ' s equipment must be returned to the Main warehouse.
* All parts not used or deemed defective during an installation must be returned to the originating warehouse.
* All appliances and parts will become part of the customer record.
* All products are received into the Main warehouse and then distributed to van stock for delivery or installation.
* All assets that have an expired manufacturer warranty should show a notification.
Work Orders
* The ability to have templates for work orders. Templates will provide guidance for technicians, and recommend products and default services.
* Work Orders created from a PM contract need to have a status = Service Contract.
* Work Orders created from an Extended Warranty contract need to have a status = Extended Warranty
* All HVAC down work orders must be set to high priority.
* All emergency, and contractual Work Orders must be created, reviewed and dispatched within 1 hour. A technician must be onsite within 2 hours.
* All Work Orders created from a PM are non-billable.
* All Extended Warranty jobs must include a flat service fee of $75.
Scheduling
* High Priority work orders for HVAC down cannot be moved once scheduled.
* Work Orders scheduled to technician(s) who do not have the desired skill set and level should show a warning.
o If scheduled, it will send an approval record to the manager to approve the assignment. Approved are booked. Rejected are canceled and the dispatcher notified.
* Dispatchers will assign multi-day work orders, such as kitchen cabinets, bathrooms, landscaping, to the same group of resources for the duration of the work.
* All work orders for an existing asset, where the asset does not have an active manufacturer ' s warranty, or a valid extended warranty should show an alert upon scheduling.
* Resources should be optimized for high priority items, maximize their work hours and then minimize travel time.
Security and access
* Safeguards must be in place for the data on the Field Service mobile app if a technician loses his mobile device.
* Technicians in the field should only see work orders scheduled for today.
* Field Service administrators need the ability to update the defaults for the schedule assistant.

Question #5

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a Dynamics 365 for Field Service system administrator.
You are configuring a new instance of Dynamics 365 for Field Service. The organization needs to automatically generate work orders based on agreements, and send invoices on a recurring basis by customer.
Solution: You implement the following configuration changes.1) Create Agreement
2) Define Agreement Products
3) Set Booking Recurrence
4) Create Invoice Setup
5) Define Invoice Recurrence
Does this meet the goal?