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Skills measured

• Manage field service mobility (10-15%)
• Implement Connected Field Service (10-15%)
• Manage inventory and purchasing (5-10%)
• Manage work orders (15-20%)
• Configure field service applications (15-20%)
• Schedule and dispatch work orders (25-30%)

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

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

Configure product and service pricing

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

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

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

Create and manage work orders

• Organize work orders and resources by geography
• 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

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

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

Manage mobile projects

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

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

Manage inventory

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

Manage purchasing and product returns

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

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

Create and manage agreements

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

Manage customer assets

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

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Step 3: Instructor-Led Training

The official instructor-led-training course is designed to help the students prepare adequately for their exam. It is all you need to gain the skills required for becoming a certified specialist. This type of training is headed and monitored by the professionals or industry experts. The courses are worth your investment as they are extremely informative and helpful.

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

For more info read reference:

Universal Resource Scheduling in Microsoft Dynamics 365 for Field Service Manage scheduling options in Dynamics 365 for Field Service

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