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

Configure product and service pricing

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

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

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

Create and manage work orders

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

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

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

Manage mobile projects

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

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

Manage inventory

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

Manage purchasing and product returns

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

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

Create and manage agreements

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

Manage customer assets

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

Work Orders Management: 15-20%

• Creating and Operating Work Orders: The applicants should be able to develop work orders from an opportunity or incident. They should know how to close work orders, configure asset location and hierarchy on work orders, and associate a specific work order with a price list.
• Creating and Operating Agreements: This section requires one’s competence in determining the timeframe for agreements usage, creating bookings, invoices, and entitlements, and SLAs for agreements.
• Managing Incidents: This objective will measure competence in configuring incident types, adding services, products, as well as service tasks to incidents.
• Explaining the Lifecycle of Work Orders: This area requires that the learners demonstrate their skills in configuring work orders, stages of work order lifecycle, capabilities, and uses of service accounts, functional locations, and billing accounts.

Right Candidates for MB-240

The candidates who want to take MB-240 test know how to implement processes related to field service and they can design them together with external and internal teams. Also, they know how to configure the Field Service application administration areas and have the necessary experience to deploy solutions related to Connected Field Service. Another piece of recommended expertise that the candidates for this test should have focuses on the implementation of additional customizations according to the business requirements. To add more, previous knowledge of configuring and customizing Field Service application components is much appreciated. Also, applicants should be familiar with Field Service resources, incidents, inventory integration, resource scheduling, field service user roles, and Field Service Mobile application configuration.

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

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