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Microsoft MB-240 Exam Syllabus Topics:
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
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 and option set
- configure geocoding for a custom entity
- manage work hours calendar for requirements
- enable Outlook appointment scheduling
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
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
Microsoft MB-240 (Microsoft Dynamics 365 Field Service Functional Consultant) Certification Exam is a popular certification program offered by Microsoft for IT professionals who want to further their career in the field of field service management. Microsoft Dynamics 365 Field Service Functional Consultant certification aims to test the candidates' knowledge of the solutions and features associated with field service management using the Dynamics 365 cloud platform. Microsoft Dynamics 365 Field Service Functional Consultant certification is designed to assess the candidates' expertise in deploying, configuring, and managing field service processes and optimizing the solutions using the Dynamics 365 platform.
MB-240: Microsoft Dynamics 365 for Field Service Exam Certified Professional salary
The average salary of a MB-240: Microsoft Dynamics 365 for Field Service Exam Certified Expert in
- India - 6,00,327 INR
- Europe - 40,547 EURO
- United State - 60,000 USD
- England - 40,532 POUND
Free PDF MB-240 - Microsoft Dynamics 365 Field Service Functional Consultant Fantastic Training Online
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Microsoft Dynamics 365 Field Service Functional Consultant Sample Questions (Q193-Q198):
NEW QUESTION # 193
A customer wants to book a servicing appointment from the Field Service self-scheduling portal.
The customer needs to be able to schedule an appointment with an available technician with the right skillset for the job.
Which two options can be used? Each correct answer presents a complete solution, NOTE: Each correct selection is worth one point
- A. Service Product
- B. Communication Type
- C. Service Type
- D. Work Order type
Answer: C,D
NEW QUESTION # 194
You are implementing Microsoft Dynamics 365 Field Service.
The customer wants to use the system to capture changes in various system readings when a technician is onsite servicing an asset.
What should you recommend?
- A. Use the Asset Property Log history to track the changes.
- B. Use the Asset Category Log history to track the changes.
- C. Train the field technicians to take detailed notes on the asset on the work order.
- D. Create asset categories and track the changes from each work order.
Answer: D
NEW QUESTION # 195
You restore Resource Schedule Optimization. You need to optimize individual resource schedules.
What should you do?
- A. From the schedule board, right-click a Resource record and select Optimize Schedule.
- B. In Field Service Administration, locate a Resource record and select Optimize Schedule.
- C. In Resource Schedule Optimization, locate a User record and select Optimize Schedule.
- D. From the schedule board, click Actions and select Optimize Schedule.
Answer: D
NEW QUESTION # 196
You need to create a requirement group for a work order.
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.
Answer:
Explanation:
Explanation
NEW QUESTION # 197
Your customer wants to be setup on a preventative maintenance schedule. You create an agreement. You need to automatically invoice the customer on a monthly basis.
What should you do?
- A. Create a recurring booking setup record.
- B. Create an agreement. Then, create the invoice setup record and an invoice recurrence schedule.
- C. Create a recurring booking setup record. Set the record to create invoices automatically.
- D. Create an agreement and an invoice setup record.
Answer: B
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up-customer-agreements
NEW QUESTION # 198
......
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