[May-2024] MB-240 Dumps Full Questions - Microsoft Dynamics 365 Exam Study Guide
Exam Questions and Answers for MB-240 Study Guide
Microsoft Dynamics 365 Field Service Functional Consultant Exam, also known as MB-240, is a certification exam that validates the skills and knowledge of individuals in the field service industry. MB-240 exam is intended for those who are responsible for implementing, configuring, and supporting Dynamics 365 Field Service solutions. Microsoft Dynamics 365 Field Service Functional Consultant certification is designed to assess the candidate's understanding of the implementation process of Dynamics 365 Field Service, including service agreements, work orders, service tasks, and inventory management.
Microsoft MB-240 certification exam is designed for individuals who want to become functional consultants in Dynamics 365 Field Service. MB-240 exam is measured against the skills and knowledge needed to configure various features and functionality within Dynamics 365 Field Service. Microsoft Dynamics 365 Field Service Functional Consultant certification validates that the person has the necessary skills to carry out typical day-to-day operations of a functional consultant specialising in Microsoft Dynamics 365 Field Service management. MB-240 exam is suitable for anyone who wants to improve their career and be recognised for their expertise in this field.
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 |
NEW QUESTION # 20
Your company's inventory clerk is using the Returning to Vendor feature in Dynamics 365 for Field Service to process a customer's request to return a wheel that is the wrong size.
The clerk needs to understand the different tracking options for returning to the vendor.
Which actions correspond with track the return and which actions correspond with another return to vendor option? To answer, drag the type of return to the action. Each type or return 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 the content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 21
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 Booking Setup
3) Create Invoice Setup
4) Set Auto Generate Invoice = Yes
5) Populate Generate Agreement Invoices X Days in Advance
Does this meet the goal?
- A. No
- B. Yes
Answer: A
NEW QUESTION # 22
There are certain steps a Field Service Manager must take for RMA approval, and then for creating an RMA receipt.
Which steps pertain to RMA Approval and which steps pertain to RMA Receipts? To answer, drag RMA Approval or RMA Receipts to the appropriate steps. RMA Approval and RMA Receipts may be used once, more than once, or not at an. You may need to drag the split bar between panes or scroll to view the content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 23
You are scheduling a customer for preventative maintenance performed on a predictable schedule.
The customer wants the work performed within two (2) days of the 15th of each month, and an Agreement has already been created.
Which three elements of the booking setup are valid? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. Preferred Resource contains data
- B. Preferred Resource either contains data or is blank
- C. Pre-Booking Flexibility = 2 and Post Booking Flexibility = 2
- D. Auto Generate Work Order = No
- E. Auto Generate Work Order = Yes
Answer: B,C,E
NEW QUESTION # 24
The company has hired a new manager to set up and configure Field Service to automatically schedule work orders to the most appropriate resource scheduling.
The manager is unable to optimize requirements and bookings related to work orders.
Which three settings are required? Each correct answer presents part of the solution.
- A. Set Connect to Maps as Yes.
- B. Add the RSO dispatcher role to a dispatcher.
- C. Enable Resource Scheduling Optimization.
- D. Add RSO to the profile Field Service-Administrator.
- E. Assign the Field Service-Administrator security role to the RSO user.
Answer: A,C,D
Explanation:
Section: Schedule and dispatch work orders
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/rso-configuration
NEW QUESTION # 25
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?
- A. No
- B. Yes
Answer: A
NEW QUESTION # 26
A work order has been created with Bharti Airtel as the Billing Account and Airtel Kolkata as the Service Account.
You need to determine the account where various work order information originates. The sheeted work order type and entitlement do not have any of this information.
Which account belongs to each piece of work order information? To answer, drag the appropriate account to the correct piece of work order information. Each account 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.
Answer:
Explanation:
NEW QUESTION # 27
You work for a recycling company that provides customers with large compactor units to collect their recyclable materials. The compactor units are comprised of two separate components: a container to collect the recyclable materials and a separate component that compacts the recyclable materials to make them easier to transport.
These containers are expensive, and the components tend to break down frequently, requiring ongoing maintenance and repairs.
You need to easily track the containers that your company has at each client location and maintain a service history for each of the sub-components.
- A. Configure the customer asset records hierarchically, and maintain service history at the sub-component level.
- B. Configure the customer inventory records in a hierarchy, and maintain service history at the sub-component level.
- C. Configure the customer inventory records individually, in order to maintain the service history at the parent component level.
- D. Configure the customer asset records hierarchically, and maintain service history at the service account level.
Answer: A
Explanation:
Section: Manage assets and agreements
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure-set-up-customer-assets
NEW QUESTION # 28
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 the 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 working with your customer to define their schedule board.
Your customer needs you to add or create additional views for their scheduling team.
Solution: Create a new view in the Bookable Resource Bookings Views. Then, edit or create a new tab on the schedule board, and update the Requirements Panel with the new view.
Does this meet the goal?
- A. No
- B. Yes
Answer: B
NEW QUESTION # 29
You have configured Microsoft Dynamics 365 Customer Voice, along with Dynamics 365 Field Service. Your manager wants to add the customer's First Name, Last Name, and Work Order Number to the survey. In which two survey elements can you add these variables? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- A. Section description
- B. Survey header
- C. Footer text
- D. Post-survey message heading
Answer: A,D
NEW QUESTION # 30
Contoso, Ltd has just acquired a new company in order to increase the services it offers to its customers.
Contoso, Ltd. wants to ensure that it is able to track all of the stages in its service management workflow, including the services offered by the new service company.
You need to configure Dynamics 365 CE for Field Services to ensure that all of the necessary status values are configured correctly to track your company's unique business process.
Which action must you perform?
- A. Create the necessary system status values.
- B. Create the necessary service task values.
- C. Create the necessary sub-status values.
- D. Edit the existing system status field values.
Answer: C
Explanation:
Section: Configure field service applications
Explanation
NEW QUESTION # 31
Your customer asks you to create a dashboard.
The application must meet the following requirements:
- Capture work orders, asset information, and customer information.
- Allow actions to be taken directly from the dashboard.
- Allow data filtration.
You need to determine the type of dashboard you should create in the app designer.
Which type of dashboard should you create?
- A. Classic
- B. Multi-stream interactive
- C. Power BI
- D. Single-stream interactive
Answer: B
NEW QUESTION # 32
You are Dynamics 365 for Field Service Administrator and work for a manufacturing company. The company provides customers with large power systems for sophisticated data centers. The power systems are serviced by a field engineering team.
The field engineering team documents work done on repairs and maintenance by completing Work Orders within Dynamics 365.
You need to easily schedule work orders for the field engineering team via the schedule and enable geocoding.
Which two steps must you take to schedule resources via the schedule board and enable geocoding? Each correct answer presents part of the solution.
- A. Configure the map on the Schedule Board.
- B. Set Auto Geo Code Addresses to Yes in Resource Scheduling.
- C. Set Auto Geo Code Addresses to Yes in Field Service Settings.
- D. Connect to Maps in Resource Scheduling.
Answer: B,D
Explanation:
Section: Schedule and dispatch work orders
NEW QUESTION # 33
You are a technician at Contoso Electronics, using the Microsoft Dynamics 365 Field Service mobile app to track and manage service requests and inventory.
Your supervisor asks you to explain how Field Service keeps track of inventory based on the quantities at the warehouse.
To answer, drag the appropriate type of quantity at the warehouse to the explanation of the quantity. Each type of quantity will be used once. You may need to drag the split bar between panes or scroll to view the content.
NOTE: Each correct match is worth one point.
Answer:
Explanation:
NEW QUESTION # 34
You are a Dynamics 365 for Field Service administrator. Your company only uses contractors as Bookable Resources. The contractors are not licensed Dynamics 365 users.
The scheduling team books work orders to resources based on location. The team provides you with scenarios because many resources are not showing up in the scheduling assistant.
You need to update bookable resource records based on the provided scenarios.
Which address type should you use with each scenario? To answer, drag the appropriate address type to the appropriate scenario. Each address type may be used one, more than once, or not at all. You may need to drag the split bar between panes or scroll to view the content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 35
You are configuring work orders for technicians to complete the onsite service.
When a work order is completed, the customer needs to receive an invoice for the labor charge time spent by the technician to complete the service.
Which option should the technician use to enter their time spent?
- A. Field Service Product Type as Non-Inventory
- B. Work Order Incident Type
- C. Work Order Service
- D. Work Order Service Task Type
Answer: C
NEW QUESTION # 36
You are working with your customer to define their schedule board.
Your customer needs you to add or create additional views for their scheduling team.
Solution: Edit the Schedule Board Settings, and update the Requirements Panel to include the new or existing view.
Does this meet the goal?
- A. No
- B. Yes
Answer: A
NEW QUESTION # 37
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