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Exam MB-240: Microsoft Dynamics 365 Field Service: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-240

Candidates for this exam are Microsoft Dynamics 365 Customer Engagement functional consultants with Field Service expertise. Candidates are responsible for implementing solutions that manage resources that complete the field service lifecycle.

Candidates implement the field service processes designed in collaboration with internal and external teams. This collaboration includes configuring the default administration areas of the Field Service application, deploying the Connected Field Service (IoT) solution and the mobile application, and implementing any additionally needed customizations. Candidates are responsible for the configuration and deployment of the Field Service application in conjunction with the core customer service application.

Candidates must have knowledge of how to configure and customize components of the Field Service application, including configuring services, resources, characteristics, incidents, inventory integration, service agreements, resource scheduling, work orders, service tasks, field service user roles, field service settings, the Connected Field Service (IoT) solution, and configuration of the Field Service Mobile app.

Skills measured

  • Configure field service applications (20-25%)
  • Manage work orders (15-20%)
  • Schedule and dispatch work orders (20-25%)
  • Manage field service mobility (10-15%)
  • Manage inventory and purchasing (10-15%)
  • Manage assets and agreements (10-15%)

Latest updates Microsoft MB-240 exam practice questions

QUESTION 1
You are a Dynamics 365 for Field Service scheduler using the Schedule Assistant. You notice the Schedule Assistant
always sets the Default Radius to 25 KM.
Which two options should you choose? Each correct answer presents a complete solution.
A. Set the Default Radius Unit to Miles under Field Service Settings, Work Order/Booking section.
B. Set the Default Radius Value to 50 under Scheduling Parameters.
C. Set the Default Radius Value to 50 under Field Service Settings, Work Order/ Booking section.
D. Set the Default Radius Unit to Miles under Scheduling Parameters.
Correct Answer: BD

QUESTION 2
Your company processes a large number of work orders each day. The company wants to ensure the high priority work
orders are dealt with immediately.
You need to configure the schedule board so that bookings are easily visible to the dispatchers.
How can you configure Dynamics Field Services to increase booking visibility?
A. Configure a work order type for high priority issues, to help categorize high priority work order records.
B. Configure an Incident type for high priority incidents on work order records.
C. Configure the status color for a booking status record, to identify high priority work order records.
D. Configure a priority record to allow you to identify high priority work order records.
Correct Answer: C

QUESTION 3
You are a Dynamics 365 for Field Service Mobile customizer.
Your mobile technicians indicate that when in offline mode, they do not have access to the same data set that is
available online. Offline mode contains less account and work order data, and users cannot see warehouses.
You need to determine which updates to make within the mobile project so that technicians can see the appropriate
information.
Which three actions should you choose? Each correct answer presents a complete solution.
A. Update Synchronization setting to Always Full Sync.
B. Update entity Sync Filter.
C. Update View filters.
D. Update the Max Sync Records setting.
E. Update the entity Mode to Online and Offline.
Correct Answer: BDE

QUESTION 4
As a new start-up field services company, you are looking to streamline your customer service process to provide the
best customer service experience.
Your company has decided to implement Dynamics Field Services as the foundation for its customer service
management processes.
You need to ensure that the cases that the customer service team creates can be quickly and efficiently converted to
work orders (that will minimize the need to add additional information to the work orders) using the out-of-the-box
capabilities.
Which key item do you need to configure before the customer service agents will be able to convert a case to a work
order?
A. Resources
B. Work Order Types
C. Booking Rules
D. Incident Type
Correct Answer: D
References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure-incident-types

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 Booking Setup 3) Set
Booking Recurrence 4) Create Invoice Setup 5) Define Invoice Recurrence
Does this meet the goal?
A. Yes
B. No
Correct Answer: A

QUESTION 6
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 accurately capture the
cost of work order bookings.
Solution: You implement the following configuration changes:
1) Create Resource Pay Types for regular, holiday, overtime, travel, and breaks.
2) Assign an Hourly Markup percentage to each Resource Pay Type.
3) Assign Resource Pay Types to the applicable Pay Type.
4) Create Business Closures.
5) Create Bookable Resources with Hourly Rates.
Does this meet the goal?
A. Yes
B. No
Correct Answer: B

QUESTION 7
You are a Dynamics 365 Field Service dispatcher using the Scheduling Assistant function.
One of your customers, Adventure Works, does not want one of your resources to be scheduled to work orders going
forward. The resource must be able to be scheduled for other accounts.
How can you achieve this goal?
A. Create a Requirement Resource Preference record for the resource. Set the Preference Type to Restricted and
Cascade to No.
B. Create a Requirement Resource Preference record for the resource. Set the Preference Type to Restricted and
Account to Adventure Works.
C. Select Load the Default Filters on the Schedule Board.
D. Create a Requirement Resource Preference record for the resource.
Correct Answer: B

QUESTION 8
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 individually, in order to maintain the service history at the parent
component level.
C. Configure the customer inventory records in a hierarchy, and maintain service history at the sub-component level.
D. Configure the customer asset records hierarchically, and maintain service history at the service account level.
Correct Answer: A
References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure-set-up-customer-assets

QUESTION 9
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. Assign the Field Service-Administrator security role to the RSO user.
B. Add the RSO dispatcher role to a dispatcher.
C. Enable Resource Scheduling Optimization.
D. Set Connect to Maps as Yes.
E. Add RSO to the profile Field Service-Administrator.
Correct Answer: CDE
References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/rso-configuration

QUESTION 10
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. Edit the existing system status field values.
B. Create the necessary sub-status values.
C. Create the necessary system status values.
D. Create the necessary service task values.
Correct Answer: B

QUESTION 11
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. Certification
B. Approval Status
C. Skill
D. Rating Value
Correct Answer: AC
References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up-bookable-resources#set-up-field-technician-resources

QUESTION 12
You are in charge of setting up the new Dynamics 365 CE Field Services environment for your company.
As the field Service Administrator, you need to configure the field service settings for work orders for your environment.
Which three work order settings can be configured by the Field Service Administrator? Each correct answer presents a
complete solution.
A. Default work order type
B. Auto generate resource requirement for work order
C. Work order invoice creation
D. Default work order completed status
E. Auto generate work order for agreement booking
Correct Answer: ABD

QUESTION 13
You are entering products and services into Dynamics 365 CE Field Services.
You need to ensure that your field technicians can use the products when completing work orders.
Which two field service product types should you configure to allow your technicians to add work order products? Each
correct answer presents a complete solution.
A. Product
B. Non Inventory
C. Inventory
D. Service
Correct Answer: CD
References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-product-or-service

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