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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

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

Configure product and service pricing

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

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

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

Create and manage work orders

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

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

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

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

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

Manage purchasing and product returns

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

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

Create and manage agreements

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

Manage customer assets

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

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

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Step 3: Instructor-Led Training

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Right Candidates for MB-240

The candidates who want to take MB-240 test know how to implement processes related to field service and they can design them together with external and internal teams. Also, they know how to configure the Field Service application administration areas and have the necessary experience to deploy solutions related to Connected Field Service. Another piece of recommended expertise that the candidates for this test should have focuses on the implementation of additional customizations according to the business requirements. To add more, previous knowledge of configuring and customizing Field Service application components is much appreciated. Also, applicants should be familiar with Field Service resources, incidents, inventory integration, resource scheduling, field service user roles, and Field Service Mobile application configuration.

Skills Tested in Microsoft MB-240 Exam

According to the blueprint of this test, candidates will need to demonstrate the following skills if they want to pass MB-240 exam:

• Purchasing and inventory management

  Exam-takers will need to demonstrate that they know how to manage customer assets. Thus, they will know how to configure and create the right uses for customer assets together with configuring 3D asset models. Another category included in this section is dedicated to warehouse and inventory management. For example, candidates will know how to set up warehouses and inventory, view product inventory, as well as adjusting inventory levels. Another subtopic included in this domain focuses on product returns and purchasing management. Additionally, this sector is essential to ensure customer satisfaction. This means that the exam-takers should know how to create purchase orders and how to finalize returns and create the proper return merchandise authorization.

• Field service application configuration

  This section asks candidates to demonstrate their expertise in configuring settings and service & product pricing. Thus, they should know how to configure and define resources and entities that meet business requirements. Also, the candidates should be able to properly define different service types and configure the minimum charge durations in addition to amounts. Another subtopic included here focuses on bookable resource management, mapping functionality enabling, and geocoding configuration. Finally, candidates' knowledge of integrating different tools with the Field Service environment will be tested as well. So, the examinees will need to show how skilled they are in using Power Automate flows and implement Dynamics 365 Remote Assist to be used with Dynamics 365 Field Service.

• Field service mobility management

  This part includes topics dedicated to mobile app installation. Candidates will go through all configuration stages meaning that they will learn how to identify the requirements for the supported platforms. Also, they should be prepared to work offline and use the Field Service Mobile app for Dynamics 365 Remote Assistant and Connected Field Service. Another subtopic included in this section is dedicated to mobile app configuration. So, the candidates should know how to configure the steps and actions for Field Service Mobile management and application. Also, they should know how to configure sync filters and offline data, as well as customizing Mobile Offline capabilities.

• Work order management

  Within this scope, the candidates will need to demonstrate their expertise in describing the lifecycle of a work order. Therefore, they should know how to configure work orders or booking status depending on the business context. Also, they should know how to manage and create work orders and be prepared for incident management. Managing and creating agreements is an additional topic included in this section. Overall, here, applicants will get to know more about functional locations, inspections, dashboards for field service metrics, incident kinds, automatic generation, invoices, and SLAs.

• Work order dispatch and scheduling

  Within this topic, the candidates' knowledge of managing scheduling options will be tested. Therefore, they should learn how to use Schedule Assistant and Board systems as well as configuring Quick Book features. Another subtopic included in this section focuses on implementing schedule boards. Thus, candidates should become skilled in identifying Booking Requirements features and use or know how to manually schedule work orders. Schedule Assistant implementation together with resource scheduling optimization is also tested in this chapter. The candidates should also demonstrate that they know how to configure Universal Resource scheduling. This means that they should become proficient in describing use cases for this system and restrict booking status values depending on the entity requirements.

• Connected Field Service implementation

  The final topic evaluates the candidates' knowledge of describing the use cases for the Internet of Things. Therefore, they should become familiar with identifying the situations when IoT can be used and describe each of its components. Also, they should know how to identify Dynamics 365 Field Service on Field Service Mobile application use cases. Another subtopic included here is dedicated to the implementation of Connected Field Service with IoT Hub. So, they should know how to manage IoT devices and security roles related to Dynamics 365 Connected Field Service.

Microsoft MB-240日本語 Exam Syllabus Topics: