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Microsoft MB-240: Requirements

The target candidates for the MB-240 test are Microsoft Dynamics 365 Customer Engagement Functional Consultants. These specialists are responsible for the implementation of solutions that administer the resources associated with the Field Service lifecycle completion. The applicants need to possess the expertise in the Field Service and Microsoft Power Apps-based mobile apps.

This certification exam does not have any compulsory requirements. However, the candidates for the test should have the relevant skills in customizing and configuring the elements of Field Service applications. These include configuring services, resources, inventory integration, characteristics, and incidents. They should be familiar with service agreements, work orders, field service user roles, recourse scheduling, and service tasks. The students should also be conversant with the connected Field Service solutions and Field Service mobile app configuration.

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

Skills measured

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

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

Configure product and service pricing

• 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
• Define tax codes
• Add products and services to incidents
• Configure minimum charge amount and duration
• Set up price list validity dates

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

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

Create and manage work orders

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

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

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

Manage mobile projects

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

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

Manage inventory

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

Manage purchasing and product returns

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

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

Create and manage agreements

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

Manage customer assets

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

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