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MB-240: Microsoft Dynamics 365 for Field Service Certification Path

MB-240: Microsoft Dynamics 365 for Field Service Exam is foundation level Certification. As such There is no prerequisite for this course. Anyone who is having keen and familiar with general Microsoft Dynamics 365 concepts and the technologies. More than 85% of IT support roles require a good foundation of Microsoft Dynamics 365 concepts. Aspirants should have some hands-on experience with enterprise mobility, cloud services, device security.

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

Certification Prospects

As we mentioned, the Microsoft MB-240 exam is part of the requirements for the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification. The second exam that candidates should take to get this certification is PL-200. Once the aforementioned certificate is complete, another certification prospect would be to take exam MB-600 for the Microsoft Certified: Dynamics 365 + Power Platform Solution Architect Expert.

In modern society, whether to obtain Microsoft certification has become a standard to test the level of personal knowledge. Many well-known companies require the certification at the time of recruitment. Whether you're a student or a white-collar worker, you're probably trying to get the certification in order to get more job opportunities or wages. If you are one of them, our MB-240 exam guide will effectively give you a leg up. The exercises and answers are designed by our experts to perfectly answer the puzzles you may encounter in preparing for the exam and save you valuable time. Take a look at MB-240 preparation exam: Microsoft Dynamics 365 Field Service Functional Consultant, and maybe you'll find that's exactly what you've always wanted.

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

Configure product and service pricing

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

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

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

Create and manage work orders

• 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
• Identify processes to close a work order

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

• Configure actions that field agents can perform
• Configure display customizations
• Add Guides to HoloLens app
• Integrate with Dynamics 365 Guides
• Configure the mobile app
• 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

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

Manage purchasing and product returns

• Determine the purchase order process
• 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
• Finalize returns

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

Create and manage agreements

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

Manage customer assets

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

Instant download and usage

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Three kinds of versions to meet your need

Because of the different habits and personal devices, requirements for the version vary from person to person. To address this issue, our MB-240 actual exam offers three different versions for users to choose from. The PC version is the closest to the real test environment, which is an excellent choice for windows - equipped computers. Maybe you want to keep our MB-240 exam guide available on your phone. Don't worry, as long as you have a browser on your device, our App version will perfectly meet your need. If you want our study materials to download and print, the PDF version is perfect for you. Also, our MB-240 preparation exam: Microsoft Dynamics 365 Field Service Functional Consultant are unlimited in number of devices / users, making it easy for you to learn anytime, anywhere.

Microsoft MB-240 Exam Syllabus Topics: