MB-240: Microsoft Dynamics 365 Field Service Practice Tests

Skills Measured

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

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

- set up and configure Inspections

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

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

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

Manage field service mobility (10-15%)

NOTE: The current exam only covers the new Power Apps-based mobile application. 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 for Dynamics 365 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

- setup and configure technician push notifications

- use and capture technician time tracking on Dynamics 365 Field Service Mobile app

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 use cases for Dynamics 365 Connected Field Service Mobile application

Implement Connected Field Service with IoT Hub

- manage IoT devices

- manage security roles for Dynamics 365 Connected Field Service