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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
- Configure proficiency models
- Configure characteristics and skills
- Determine and configure field service security roles
- Determine and configure product and service categories
- Determine and configure resource scheduling options
- Set defaults for work orders, bookings, the schedule board, and agreements
- Identify and configure field service entities
- Configure territories, postal codes and organizational units
- Implement resource roles and categories
- Determine and configure skill types
Configure product and service pricing
- Associate products and services with price lists
- Set up price list validity dates
- Determine when a product has a default list price and a work order price list
- Create a product or service
- Add products and services to incidents
- Define tax codes
- Configure minimum charge amount and duration
Configure bookable resources
- Set up bookable resource territories
- Configure geocoding
- Set up bookable resource categories, characteristics, and resource pay types
- Manage bookable resources
- Define work hours for resources
- Set up resource pools and crews
- Enable mapping functionality
- Define start and end locations for resources
Integrate other tools with Field Service
- Benefits of Connected Field Service
- Benefits of using Resource Scheduling Optimization
- Using Push Notifications on the mobile app
- Determine uses for Remote Assist
2. Manage work orders (15-20%)
- Configure booking status and work order status values
- Configure work order lifecycle stages
- Configure work orders, work order types, and priority
- Configure uses and capabilities for billing accounts, service accounts, and sub-accounts
Create and manage work orders
- Add status and sub-status information to a work order
- Identify processes to close a work order
- 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
Manage incidents
- Attach Guides to Service Tasks
- Add service tasks, products, and services
- Configure incident types
- Configure Requirement Groups
- Configure Requirement Groups
- Configure service task types
3. Schedule and dispatch work orders (20-25%)
Manage scheduling options
- Schedule work orders using Schedule Board and Schedule Assistant
- Manually schedule work orders
- Determine when to use each scheduling option
- Reassign and reschedule work orders
- Understand resource utilization
- Enable scheduling board geocoding
- Move incomplete work orders
Implement the Schedule Board
- Facility Scheduling
- Create additional schedule boards
- Identify features and uses for Booking Requirements view
- Implement the integrated map feature
- Configure schedule boards
- Define booking rules
- Customize the schedule board
Implement the Schedule Assistant
- Specify a search radius
- Filter data
- Apply constraints to resource queries
Configure Resource Scheduling Optimization (RSO)
- Define objectives and constraints
- Geocoding for travel time
- Create optimizing profiles
- Configure optimization of resources
Configure Universal Resource Scheduling
- Create requirement views
- Fields passed from work order to requirements
- Components of Universal Resource Scheduling
- Configure URS for field service
- Configure an entity to be schedulable
- Determine Universal Resource Scheduling use scenarios
4. Manage field service mobility (10-15%)
Install and configure the mobile app
- Configure actions that field agents can perform
- Integrate with Dynamics 365 Guides
- Configure the mobile app
- Configure display customizations
- Administer connected devices
- Assign security roles
- Add Guides to HoloLens app
Manage mobile projects
- Mobile Device Management, security and synchronization
- Modify configuration settings
- Publish a mobile project
- identify project artifacts that can be modified or edited
5. Manage inventory and purchasing (10-15%)
Manage inventory
- Adjust inventory levels
- Transfer inventory
- Determine when to integrate inventory with Enterprise Resource Planning application
- Set up inventory and warehouses
- View product inventory
Manage purchasing and product returns
- Create a list of receivable products for a purchase order
- Determine the purchase order process
- Finalize returns
- Create purchase orders
- Create return merchandise authorizations (RMAs) and return to vendor (RTV)
- Determine product return options
6. Manage assets and agreements (10-15%)
Create and manage agreements
- Add an SLA to a Work Order
- Using Entitlements
- Configure automatic generation of invoices
- Define Service Level Agreements (SLAs)
- Enable SLAs
- Determine when to use agreements
- Define and configure agreement preferences and settings
- Configure automatic generation of bookings
Manage customer assets
- Manage IoT devices
- Configure Connected Field Service
- Create and register customer assets
- Associate work orders with customer assets
- Create child assets
- Configure products to auto-create customer assets
- Determine opportunities for Internet of Things (IoT)
The Microsoft MB-240: Microsoft Dynamics 365 Field Service exam is a prerequisite test that is part of the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification. You need to pass two exams in total to get this certificate, and the second test is Microsoft PL-200.
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Microsoft MB-240日本語 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Field Service Mobile and Customer Experience | 20% | - Mobile app configuration
|
| Topic 2: Manage Inventory and Assets | 15% | - Inventory management
|
| Topic 3: Schedule and Dispatch Work | 20% | - Resource scheduling
|
| Topic 4: Work Order Management | 25% | - Manage work orders lifecycle
|
| Topic 5: Configure Dynamics 365 Field Service | 20% | - Configure Field Service settings
|






