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Microsoft MB-240 Exam Syllabus

Microsoft Dynamics 365 for Field Service

Last Update Nov 24, 2024
Total Questions : 196

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MB-240 Exam Details

Microsoft MB-240 Exam Detail

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Free MB-240 Exam Questions

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Microsoft MB-240 Exam Overview :

Exam Name Microsoft Dynamics 365 for Field Service
Exam Code MB-240
Exam Registration Price $165
Official Information https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
See Expected Questions Microsoft MB-240 Expected Questions in Actual Exam
Take Self-Assessment Use Microsoft MB-240 Practice Test to Assess your preparation - Save Time and Reduce Chances of Failure

Microsoft MB-240 Exam Overview :

Exam Name Microsoft Dynamics 365 for Field Service Exam
Exam Code MB-240
Official Information https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
See Expected Questions Microsoft MB-240 Expected Questions in Actual Exam
Take Self-Assessment Use Microsoft MB-240 Practice Test to Assess your preparation - Save Time and Reduce Chances of Failure

Microsoft MB-240 Exam Topics :

Section Weight Objectives
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 billingaccounts, 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 anduse 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
  • schedulework 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 appointmentscheduling 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

Implement the Schedule Assistant
  • apply constraints to resource queries
  • filter data
  • specify a search radius
  • troubleshoot the Schedule Assistant
Optimize resource scheduling
  • describe the resource optimization process
  • define objectives and constraints
  • create optimization profiles
  • describe uses for embedded optimizer within the schedule board
Configure Universal Resource Scheduling
  • describe use cases for Universal Resource Scheduling
  • create Power Automate flows to populate data in requirements records
  • create requirement views
  • enable scheduling for an entity
  • restrict booking status values for an entity by using andoption set
  • configure geocoding for a custom entity
  • manage work hours calendar for requirements
  • enable Outlook appointment scheduling
Manage inventory and purchasing 5-10% Manage customer assets
  • configure uses for customer assets
  • create and register customer assets
  • configure products to enable automatic creation of customer assets
  • associate work orders with customer assets
  • create child assets
  • configure 3D asset models
  • use functional locations
  • configure asset properties
Manage inventory and warehouses
  • set up inventory and warehouses
  • view product inventory
  • adjust inventory levels
  • transfer inventory between warehouses
  • determine when to integrate inventory with Enterprise Resource Planning application
  • manually update inventory by using inventory journals
Manage purchasing and product returns
  • describe the purchase order process
  • create purchase orders
  • create a list of receivable products for a purchase order
  • determine product return options
  • create return merchandise authorizations (RMAs)
  • finalize returns
Implement Connected Field Service 10-15% Describe use cases for Internet of Things (IoT)
  • identify use cases for IoT
  • describe IoT components
  • identify user cases for Connected Field Service on Field Service Mobile application
Implement Connected Field Service with IoT Hub
  • manage IoT devices
  • manage security roles for Connected Field Service
Manage field service mobility 10-15% Install the mobile application
  • identify pre-requisites and supported platforms
  • install and sign into the Field Service Mobile application
  • work offline
  • use Dynamics 365 Field Service Mobile app and Connected Field Service
  • use Dynamics 365 Field Service Mobile app and Dynamics 365 Remote Assist

Configure the mobile application
  • configure actions that field agents can perform
  • configure steps for Field Service Mobile application
  • configure Field Service Mobile application functions for technicians
  • configure the Booking and Work Order forms
  • configure offline data and sync filters
  • customize global search and enable scan to search
  • customizing Mobile Offline capabilities
  • set up and configure technician push notifications
  • use and capture technician time tracking on Dynamics 365 Field Service Mobile app
  • set up knowledge articles to work on mobile
  • configure knowledge articles for offline

Updates in the Microsoft MB-240 Exam Syllabus:

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