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MB-240 Free Certification Exam Easy to Download PDF Format 2023
Microsoft MB-240 certification exam is designed for individuals who want to become Microsoft Dynamics 365 Field Service Functional Consultants. MB-240 exam is one of the many exams offered by Microsoft to validate the skills and knowledge of professionals who want to work with Dynamics 365 applications. The MB-240 exam evaluates the candidate's expertise in configuring, deploying, and managing Dynamics 365 Field Service applications.
Microsoft MB-240 certification exam is designed to test the skills and knowledge of individuals who work as Dynamics 365 Field Service Functional Consultants. MB-240 exam is part of the requirements for individuals seeking the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification. The MB-240 exam focuses on testing the abilities of candidates to implement and configure Dynamics 365 Field Service, manage resources and work orders, and configure and manage the mobile app.
NEW QUESTION # 54
The company has hired a new manager to set up and configure Field Serviceto automatically schedule workorders to the most appropriate resource scheduling.
The manager is unable to optimize requirements and bookings related to work orders.
Which three settings are required? Each correct answer presents part of the solution.
- A. Set Connect to Maps as Yes.
- B. Assign the Field Service-Administrator security role to the RSO user.
- C. Add the RSO dispatcher role to a dispatcher.
- D. Enable Resource Scheduling Optimization.
- E. Add RSO to the profile Field Service-Administrator.
Answer: A,D,E
NEW QUESTION # 55
You are a Dynamics 365 for Field Service Mobile Administrator (FSM).When technicians log into FSM, they receive the following message:
"Your organization has not configured Field Service Mobile."
You log into FSM and cannot reproduce the issue with your login.
What must you do to fix the issue?
- A. Update the Security Roles for the FSM project within Woodford.
- B. Update the Priority for the FSM project within Woodford.
- C. Update the Security Roles for all Bookable Resources within Dynamics 365.
- D. Set Enabled for Field Service Mobile to Yes for all Bookable Resources.
Answer: D
NEW QUESTION # 56
As a new start-up field services company, you are looking to streamline your customer service process to provide the best customer service experience.
Your company has decided to implement Dynamics Field Services as the foundation for its customer service management processes.
You need to ensure that the cases that the customer service team creates can be quickly and efficiently converted to work orders (that will minimize the need to add additional information to the work orders) using the out-of-the-box capabilities.
Which key item do you need to configure before the customer service agents will be able to convert a case to a work order?
- A. Resources
- B. Incident Type
- C. Booking Rules
- D. Work Order Types
Answer: B
Explanation:
Incident types act as service templates that allow users to quickly create work orders for the most common types of jobs that your organization performs. Incident types are also used to define specific work order issues and recommended resolutions.
https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-booking-statuses
NEW QUESTION # 57
What are the steps in the purchase order process?
- A. Submit, Approval, Receive, Bill
- B. Submit, Approval, Review, Receive, Bill
- C. Draft, Approval, Submit, Receive, Bill
- D. Draft, Approval, Submit, Review, Receive, Bill
Answer: C
Explanation:
https://neilparkhurst.com/2018/02/27/mb2-718-certification-microsoft-dynamics-365-customer- service-field-service-purchasing/
NEW QUESTION # 58
Your company processes a large number of work orders each day. The company wants to ensure the high priority work orders are dealt with immediately.
You need to configure the schedule board so that bookings are easily visible to the dispatchers.
How can you configure Dynamics Field Services to increase booking visibility?
- A. Configure a work order type for high priority issues, to help categorize high priority work order records.
- B. Configure a priority record to allow you to identify high priority work order records.
- C. Configure the status color for a booking status record, to identify high priority work order records.
- D. Configure an Incident type for high priority incidents on work order records.
Answer: C
Explanation:
Section: Schedule and dispatch work orders
NEW QUESTION # 59
There are certain steps a Field Service Manager must take for RMA approval, and then for creating an RMAreceipt.
Which steps pertain to RMA Approval and which steps pertain to RMA Receipts? To answer, drag RMAApproval or RMA Receipts to the appropriate steps. RMA Approval andRMA Receipts may be used once,more than once, or not at an. You may need to drag the split bar between panes or scroll to view the content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 60
You need to create a purchase order for a thermal overload cooling fan for arefrigeration unit on the shopfloor.
After creating a purchase order, what are the five steps, in sequence, for completing the order and receivingthe products? To answer, move the appropriate actions from the list of actions to the answer area and arrangethem in the correct order.
Answer:
Explanation:
NEW QUESTION # 61
A customer experience manager wants to share a technician's phone number with a customer. The customer needs to be able to see the phone number in the customer experience portal and be able to communicate directly with the technician.
The customer reports that they are not able to see the phone number in the portal.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. Ensure the customer's communication preference is set to Allowed
- B. Within the Customer Portal, update Show Resource Phone to Yes.
- C. Verify that the customer is nor on the exclusion list.
- D. Ensure the customers Communication Type is set to Both
- E. Verify that the Main Phone field is populated.
Answer: A,C
NEW QUESTION # 62
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a Dynamics 365 for Field Service system administrator.
You are configuring a new instance of Dynamics 365 for Field Service. The organization needs to automatically generate work orders based on agreements, and send invoices on a recurring basis by customer.
Solution: You implement the following configuration changes.
1) Create Agreement
2) Define Agreement Products
3) Set Booking Recurrence
4) Create Invoice Setup
5) Define Invoice Recurrence
Does this meet the goal?
- A. Yes
- B. No
Answer: B
Explanation:
There is no such thing as agreement products.
Only invoice products exists and should be defined in the invoice setup.
NEW QUESTION # 63
Drag and Drop Question
Your organization recently implemented the Connected Field Service for Azure IoT Hub to remotely monitor IoT devices.
You need to register IoT devices from IoT Hub.
Which three steps should you perform in sequence? To answer, move the appropriate actions from the list of steps to the answer area and arrange them in the correct order.
Answer:
Explanation:
NEW QUESTION # 64
You are the lead consultant on a Microsoft Dynamics 365 Field Service implementation.
Your customer is interested in seeing an example of how IoT works with Field Service.
Without an actual device, what is the best tool to use to provide the best experience for your customer?
- A. Logic Apps
- B. Stream analytics
- C. Simulator
- D. IoT Hub
Answer: C
NEW QUESTION # 65
To improve communications with customers, your company has decided to implement Twilio, a third-party communication platform that has call and messaging capabilities.
The Twilio solution includes a number of core components to deliver the capability, all of which need to be set up.
Which five steps should you take in sequence to prepare data for optimization? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
NEW QUESTION # 66
A new service agreement automatically generates 12 monthly work orders for a new customer.
What are two possible status values for the work orders? Each correct answer presents a complete solution.
- A. Open-scheduled
- B. Open-reserved
- C. Open-requested
- D. Open-unscheduled
Answer: A,D
NEW QUESTION # 67
You are implementing a Microsoft Dynamics 365 Field Service solution for a customer who has the Field Service Dispatcher security role.
You recently built a custom work order form, but the customer is having trouble viewing it when they log into Dynamics 36S. You confirm that the form is set to Display to Everyone, but the customer is still not able to see the form.
You need to resolve this issue.
What should you do before selecting Save and Publish?
- A. 1. Navigate to the app designer.
2. In the site map designer, ensure the work order area is present. - B. 1. Navigate to the app designer.
2. Under the work order, ensure the custom form is set to be visible. - C. 1. Navigate to the work order form. )
- D. 2. Select Enable Security Roles and Display to only these selected Security Roles
3. Ensure the Field Service Dispatcher role is applied to the form. - E. 1. Navigate to the work order form.
2. Select Enable Security Roles
3. Ensure Enabled for Fallback is selected.
Answer: E
NEW QUESTION # 68
You are implementing a Microsoft Dynamics 365 Field Service solution for a customer who has the Field Service Dispatcher security role.
You recently built a custom work order form, but the customer is having trouble viewing it when they log into Dynamics 36S. You confirm that the form is set to Display to Everyone, but the customer is still not able to see the form.
You need to resolve this issue.
What should you do before selecting Save and Publish?
- A. 1. Navigate to the app designer.
2. In the site map designer, ensure the work order area is present. - B. 1. Navigate to the app designer.
2. Under the work order, ensure the custom form is set to be visible. - C. 1. Navigate to the work order form.
2. Select Enable Security Roles
3. Ensure Enabled for Fallback is selected. - D. 1. Navigate to the work order form. )
2. Select Enable Security Roles and Display to only these selected Security Roles
3. Ensure the Field Service Dispatcher role is applied to the form.
Answer: C
NEW QUESTION # 69
You are a dispatcher for a cable installation company that provides installation services in multiple territories.
The company is using Dynamics 365 for Field Service to manage their work orders. Every time a work order is created, the dispatch team is manually assigning the work order to a territory in order to book the correct resources.
You are tasked with ensuring that Dynamics 365 will automatically assign work orders to territories so that the dispatcher can search for the correct resources.
Which four steps, in sequence, must be configured to ensure that when work orders are created they will automatically be mapped to the correct territory? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
1 - Add new service territories.
2 - Add new resource territories.
3 - Map postal code to service territories.
4 - Assign members to territories.
NEW QUESTION # 70
You need to create a purchase order for a thermal overload cooling fan for a refrigeration unit on the shop floor.
After creating a purchase order, what are the five steps, in sequence, for completing the order and receivingthe products? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation
NEW QUESTION # 71
You are a Microsoft Dynamics 365 Field Service dispatcher. A customer's work order has a particular characteristic and time requirement that is different from most other work orders. You need to be shown the most suitable resources, and manually book the one that matches the customer's requirements. What should you do?
- A. Schedule by using drag and drop on the Schedule Board.
- B. Schedule the using Resource Scheduling Optimization.
- C. Schedule by building a rule to automatically assign the customer-preferred resource.
- D. Schedule by using the Schedule Assistant.
Answer: A
NEW QUESTION # 72
You monitor a specific piece of equipment by using Connected Field Service. You need to add several components to the piece of equipment.
What should you do?
- A. Create a new product. Add a unit group and define the units.
- B. On the Active Customer Assets screen, click New.
- C. From an existing asset, click See records associated with this view, then click Connect.
- D. From an existing product, click Add New Adjustment Product.
Answer: C
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/connected- field-service
NEW QUESTION # 73
Drag and Drop Question
You are a Dynamics 365 for Field Service administrator. Your company only uses contractors as Bookable Resources. The contractors are not licensed Dynamics 365 users.
The scheduling team books work orders to resources based on location. The team provides you with scenarios because many resources are not showing up in the scheduling assistant.
You need to update bookable resource records based on the provided scenarios.
Which address type should you use with each scenario? To answer, drag the appropriate address type to the appropriate scenario. Each address type may be used one, more than once, or not at all. You may need to drag the split bar between panes or scroll to view the content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Resource Address: Uses the latitude and longitude associated with the corresponding record based on the resource type:
Resource type - user: Uses the latitude and longitude associated with the address defined on their Microsoft 365 user record.
Resource type - contact: Uses the latitude and longitude associated with the address defined on their Dynamics 365 contact record.
Resource type = account: Uses the latitude and longitude associated with the address defined on their Dynamics 365 account record.
https://docs.microsoft.com/en-us/learn/modules/configure-bookable-resources-urs-dynamics- field-service/3-define-bookable-resources
NEW QUESTION # 74
Your organization has decided to add Inspections as a new source of revenue.
As a business analyst for this new process, you need to start building Inspection forms for use on a work order.
Which three actions need to be performed in sequence? To answer, move the appropriate actions from the list of steps to the answer area and arrange them in the correct order.
Answer:
Explanation:
1 - Create a new inspection.
2 - Create inspection questions.
3 - Associate an inspection with a service task.
NEW QUESTION # 75
The company has hired a new manager to set up and configure Field Service to automatically schedule work orders to the most appropriate resource scheduling.
The manager is unable to optimize requirements and bookings related to work orders.
Which three settings are required? Each correct answer presents part of the solution.
- A. Set Connect to Maps as Yes.
- B. Assign the Field Service-Administrator security role to the RSO user.
- C. Add the RSO dispatcher role to a dispatcher.
- D. Enable Resource Scheduling Optimization.
- E. Add RSO to the profile Field Service-Administrator.
Answer: A,D,E
Explanation:
Section: Schedule and dispatch work orders
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/rso-configuration
NEW QUESTION # 76
Dispatchers at Contoso have access to a wide range of information because they often cover for each other within the region. However, for their normal dairy operations, they only need to be able to see resources in their territory.
The dispatcher needs to customize their schedule board to filter resources to their territory. What should the dispatcher do?
- A. On the Filter & Map View window, select a Resource Type, then select Save Current Filters as Default.
- B. On the Filter & Map View window, select a Service Territory, then select Save Current Filters as Default.
- C. In the Scheduler Settings, select one Territory.
- D. Add a Booking Requirements tab.
Answer: B
Explanation:
Topic 2, Litware, Inc
Company structure and resources
Litware, Inc. is a home improvement retail company with stores around the world. Litware, Inc. also offers various installation and repair services using both employees and subcontractors.
Litware, Inc. has stores located throughout the United States and Canada.
The company has three main types of stores, each offering a different combination of service personnel.
1. DIY Stores are retail and contractor stores with supply items for electrical, lighting, and other home improvement DIY projects.
* Delivery personnel pick up at the local warehouse for each store.
* Installers install major appliances.
2. Pro Stores offer design ideas for major home renovations.
* Designers are assigned to a department based on skills and expertise.
* Installers are assigned to a geographic region.
* Repair Technicians are all subcontractors.
3. Home Improvement Stores offer the convenience of purchasing items available in the DIY stores, but also include the expert design, installation and repair services offered in the Pro Stores.
* Designers are assigned to a department based on skills and expertise.
* Delivery personnel pick up at the local warehouse for each store
* Installers are assigned to multiple stores in a geographic region.
* Repair technicians are all subcontractors.
* Dispatchers are assigned to all territories in a region. Dispatchers assign repair and installation work to technicians based on skill.
All internal delivery, repair and installation employees will utilize the Field Service mobile app. Litware, Inc. employees have full-service licenses, while subcontractors do not K Regions Dispatchers can see all work request data for their region, including resources.
The Canadian regions are:
Data management structure
Litware, Inc. store employees can see data within their region. This is to provide better support of customers and stores within the regions. The current data access structure appears as follows:
Field Service difficulties
Typical job assignment is as follows:
* Appliance Delivery & Hookup: 2 resources - subcontracted out
* Landscaping: minimum 2 resources. 1 expert
* Carpeting: 2-3 resources
* Tile Flooring: 2 resources
* Kitchen Cabinets: 3 resources
* Hardwood Flooring: 2 resources
* Repairs: 1-2 resources
A spreadsheet tracks the skills and certifications earned by each internal employee. They are:
The Skill Proficiency Model used at Litware, Inc. is as follows;
1 - Novice
2 - Inexperienced
3 - Moderate Experience
4 - Experienced
5 - Expert/Certified
For each type of job, there must be at least one certified or highly experienced resource on the job. Their current system does not have a way to share technical documents and instructions with the technicians and have them review it while onsite.
All work is printed out and the provided to the resources. Contractors are currently emailed the job details to which they need to confirm availability. Contractors sometimes decline work. In some of these cases, the Litware, Inc. dispatch team does not react quickly to this information and the customer's work or delivery is delayed.
Customer base
Currently, all customer data are held in Dynamics 365 Finance and Operations (D365 F&O).
* Most store employees do not have access to this data as it is currently being implemented for backend features, such as inventory and invoicing.
* Designers and those scheduling can pull up a customer and their pending orders and installations, but they cannot see the payment details and terms.
85% of Litware's customers are households.
15% are construction-based companies that either purchase or hire Litware, Inc. for specific jobs.
* Most of these companies receive a 5-10% discount on supplies and 10% discount on labor.
Planned changes
Litware, Inc. plans to implement Dynamics 365 Field Service. The requirements gathered during analysis are:
Work Orders and Scheduling
* Scheduling based on resource skill, and number of required resources based on job type and duration.
* Preventative Maintenance emergency calls take priority over other types of jobs.
* Schedule resources based on location, maximizing total work hours and then minimizing drive time.
* All HVAC down jobs require a resource to be onsite at the customer location within 2 hours, per contract terms.
* Some high-end HVAC systems can tell the company when the system is experiencing issues. Alert dispatchers when this occurs if this feature is enabled and purchased.
* Set contractually obligated times for HVAC down jobs.
* Set reminders or see critical details to act on for a job.
* Ability to quickly book a job.
* Easily see when a resource is on Paid Time Off on the schedule board.
Service Contracts
* Set up and create a Preventative Maintenance (PM) type of contracts.
* PM contracts are only for HVAC systems. Semi-annual maintenance jobs should be created 30-days before they are to be scheduled.
* Preventative Maintenance
* Semi-annual inspections Discount on any required parts and additional labor.
* Include 24-hour emergency service calls at no-charge.
Extended Warranties
* Ability to setup and create an Extended Warranty type of contracts.
* Start when Manufacturer warranty ends.
* Can be purchased for 1, 2 or 3 years and include all parts and labor.
Products and Services
* Integration between D365 F&O and D365 Field Service.
* Implement a parts return process for any unused or defective part during an installation job.
* Multiple price lists will be used, based on region and customer type (retail, construction).
Resources
* Implement company holidays for US and Canada
* Implement various pay types based on OT, Weekends/Holidays, Travel and Regular Time.
* Implement Paid Time Off.
* Optimize resource schedules.
* Access to jobs assigned for the day.
* Specialty equipment scheduled on work orders as needed.
Technical Requirements
Invoicing
* Send Work Order details to D365 F&O when a job is completed, and after internal reviews are performed.
* The system must track the price of resources based on holidays and after-hours scenarios at a rate of one and a half times the normal billing rate.
* Travel time is non-billable. Travel time should be captured as normal billing rate.
* A Delivery Fee of S75 is charged for each order.
* Subcontractor travel time is non-billable but is paid to the subcontractor company by Litware, Inc.
Resources
* Contractor technicians require access to work order and customer details once assigned to a booking. They do not have a license.
* Dispatchers need a schedule board for their region(s).
* Resources have access to view their skills, skill level and certification data.
o Certifications set to expire over the next 120 days should show highlighted in Yellow, o Certifications already expired will show in Red.
* Resources will be notified when they enter or leave a job, or are assigned a job for the day.
* Resource booking automatically updated when they enter job site.
* High priority jobs will send an alert to the resources' phone and send them a text message.
* Resources assigned to a job where their skill level = 1 will be assigned to an experienced resource for 3 months.
* Resources on the job can use their smartphone to call and obtain assistance.
* Resources can access documents either online or offline.
Products and Services
* All parts removed from a customer's equipment must be returned to the Main warehouse.
* All parts not used or deemed defective during an installation must be returned to the originating warehouse.
* All appliances and parts will become part of the customer record.
* All products are received into the Main warehouse and then distributed to van stock for delivery or installation.
* All assets that have an expired manufacturer warranty should show a notification.
Work Orders
* The ability to have templates for work orders. Templates will provide guidance for technicians, and recommend products and default services.
* Work Orders created from a PM contract need to have a status = Service Contract.
* Work Orders created from an Extended Warranty contract need to have a status = Extended Title Warranty
* All HVAC down work orders must be set to high priority.
* All emergency, and contractual Work Orders must be created, reviewed and dispatched within 1 hour. A technician must be onsite within 2 hours.
* All Work Orders created from a PM are non-billable.
* All Extended Warranty jobs must include a flat service fee of $75.
Scheduling
* High Priority work orders for HVAC down cannot be moved once scheduled.
* Work Orders scheduled to technician(s) who do not have the desired skill set and level should show a warning.
o If scheduled, it will send an approval record to the manager to approve the assignment. Approved are booked. Rejected are canceled and the dispatcher notified.
* Dispatchers will assign multi-day work orders, such as kitchen cabinets, bathrooms, landscaping, to the same group of resources for the duration of the work.
* All work orders for an existing asset, where the asset does not have an active manufacturer's warranty, or a valid extended warranty should show an alert upon scheduling.
* Resources should be optimized for high priority items, maximize their work hours and then minimize travel time.
Security and access
* Safeguards must be in place for the data on the Field Service mobile app if a technician loses his mobile device.
* Technicians in the field should only see work orders scheduled for today.
* Field Service administrators need the ability to update the defaults for the schedule assistant.
NEW QUESTION # 77
You are a Dynamics 365 for Field Service Administrator. Your organization wants to use Connected Field Service for existing Customer Assets.
You install Connected Field Service and set up Azure IoT Central, but it seems no alerts are being received in Dynamics 365 for the devices.
You need to find the issue and resolve it.
Which action should you choose?
- A. Create the IoT Connected Device connection role to link devices to customer assets.
- B. Register the device in Dynamics 365 Connected Field Service.
- C. Configure the Create CFS alerts from IoT Central Workflow within Dynamics 365.
- D. Configure the Create CFS alerts from IoT Central within Microsoft Flow.
Answer: D
Explanation:
Section: Configure field service applications
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/cfs-iot-central-alerts
NEW QUESTION # 78
You need to create a purchase order for a thermal overload cooling fan for the refrigeration unit on the shop floor. You create a purchase order and add products.
Which four actions should you perform in sequence to complete the order and receive the products? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation
NEW QUESTION # 79
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Earning the Microsoft MB-240 certification can be beneficial for professionals who work with Microsoft Dynamics 365 Field Service. Microsoft Dynamics 365 Field Service Functional Consultant certification can demonstrate to employers and customers that a candidate has the skills and knowledge necessary to configure and manage Field Service applications effectively. Additionally, certified professionals may be eligible for higher salaries and more advanced job opportunities. Overall, the Microsoft MB-240 Exam is an essential step for any functional consultant looking to specialize in Field Service applications in Microsoft Dynamics 365.
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