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Work Orders Management: 15-20%

• Managing Incidents: This objective will measure competence in configuring incident types, adding services, products, as well as service tasks to incidents.
• 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.
• 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.
• 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.

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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

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

Configure product and service pricing

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

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

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

Create and manage work orders

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

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

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

Manage mobile projects

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

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

Manage inventory

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

Manage purchasing and product returns

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

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

Create and manage agreements

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

Manage customer assets

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

Microsoft MB-240: Exam Content

The Microsoft MB-240 exam can only be taken in the English language. The candidates have to pay the fee of $165 to register for it. This certification test covers different question formats, including case studies, drag and drop, active screen, build list, short answer, and multiple choice. The number of questions varies from exam to exam and ranges from 40 to 60. The learners are allowed 120 minutes to complete the test.

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The Microsoft Dynamics 365 Field Service exam MB-240 Overview

The Microsoft MB-240 exam checks your proficiency in the Field Service. So, if you want to become a Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate professional and receive a relevant certificate, you need to get through the following exams: PL-200 and MB-240. Exam MB-240 checks how candidates are proficient in working with the Field Service application along with the core customer service app.

The Microsoft MB-240 exam is taken in accordance with the schedule through the Pearson VUE system by creating an MS account. After that, upon the appointed day, you will have 130 minutes to answer about 40-60 objective (MCQ) and multiple-response questions. If you want to get certified, you must bag at least 700 points out of 1000. Moreover, the exam cost depends on the applicant's location. So, the fee for the candidate from the USA is $165. It should be pointed out that academic pricing is applied in most countries apart from China and India.

If you were unable to successfully write the Microsoft test on your first attempt, you have a second chance after 24 hours. Then you can only try again after 14 days’ period. However, take into account that each candidate has only 5 tries to retake the same exam during the year. But in any urgent situation, you can always contact Microsoft support for help.

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

Microsoft MB-240 Exam Syllabus Topics: