How to Prepare For MB-240: Microsoft Dynamics 365 for Field Service Exam

Preparation Guide for MB-240: Microsoft Dynamics 365 for Field Service Exam

Introduction

Microsoft has created a track for IT professionals to get certified Microsoft Dynamics 365 on the platform. This certification program provides Microsoft Dynamics 365 professionals a way to demonstrate their skills. The assessment is based on a rigorous exam using industry standard methodology to determine whether a candidate meets Microsoft's proficiency standards.

According to Microsoft, a Microsoft Certified Professional enables organizations to leverage Microsoft Dynamics 365 technologies with a thorough understanding of Microsoft Dynamics 365 determining and configuration of field service security roles, resource scheduling,proficiency models,configure bookable resources.

Certification is evidence of your skills, expertise in those areas in which you like to work. There are many vendors in the market that are providing these certifications. If candidate wants to work on Microsoft Dynamics 365 and prove his knowledge, certification offered by Microsoft. This MB-240 Exam Certification helps a candidate to validates his skills in Microsoft Microsoft Dynamics 365 Technology.

In this guide, we will cover the MB-240: Microsoft Dynamics 365 for Field Service Certification exam, MB-240: Microsoft Dynamics 365 for Field Service Certified professional salary and all aspects of the MB-240: Microsoft Dynamics 365 for Field Service Certification.

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

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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

• Implement resource roles and categories
• Identify and configure field service entities
• Configure proficiency models
• Determine and configure product and service categories
• 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
• Configure characteristics and skills
• Determine and configure resource scheduling options
• Determine and configure skill types

Configure product and service pricing

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

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

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

Create and manage work orders

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

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

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

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

Manage mobile projects

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

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

Manage inventory

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

Manage purchasing and product returns

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

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

Create and manage agreements

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

Manage customer assets

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

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