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Microsoft MB-240 Exam Topics

Microsoft MB-240 Exam Overview :

Exam Name: Microsoft Dynamics 365 Field Service Functional Consultant
Exam Code: MB-240
Certifications: Microsoft Dynamics 365, Microsoft Dynamics 365 Field Service Functional Consultant Associate Certifications
See Expected Questions: Microsoft MB-240 Expected Questions in Actual Exam

Microsoft MB-240 Exam Topics :

Section Weight Objectives
Configure field service applications 15–20% Configure settings
  •     define and configure key required security roles
  •     define and configure resource required scheduling options
  •     define required entities
  •     customize entities to meet requirements
  •     configure territories, postal codes, and organizational units
  •     determine and configure required skill types
  •     configure characteristics and skills
  •     configure proficiency models
  •     implement resource roles and categories
  •     enable schedule board geocoding
  •     configure technician time tracking
Configure product and service pricing
  •     define required product and service types
  •     configure minimum charge amounts and durations
  •     determine when a product has a default list price and a work order price list
  •     associate products and services with price lists
  •     define tax codes
Configure bookable resources
  •     manage bookable resources
  •     enable mapping functionality
  •     configure geocoding
  •     define start and end locations for resources
  •     determine the types of addresses to use
  •     configure pay types and rates
  •     configure working hours and working hour templates
  •     manage time off requests
  •     describe use cases for resource pools, crews, and resource groups
  •     define resource groups and resource group templates
  •     set up resource pools and crews
  •     configure technician location tracking
Integrate other tools with Field Service
  •     use Power Automate flows to automate tasks and enhance Dynamics 365 Field Service
  •     describe use cases for collecting customer feedback by using Dynamics 365 Customer Voice
  •     implement Dynamics 365 Remote Assist for use with Dynamics 365 Field Service
  •     configure and use Remote Assist one-time call
  •     use Guides with work orders
  •     integrate with Dynamics 365 Supply Chain Management
Manage work orders 15-20% Describe the work order lifecycle
  •     configure work orders
  •     configure work order lifecycle stages
  •     configure booking status and work order status values
  •     configure uses and capabilities for billingaccounts, service accounts, and functional locations
  •     understand the key work order summary metrics on the Field Service Insights Dashboard
Create and manage work orders
  •     create a work order from an incident or an opportunity
  •     add status and sub-status information to a work order
  •     organize work orders and resources by geography
  •     associate a work order and a price list
  •     identify processes required to close a work order
  •     close a work order
  •     use key field service metrics dashboard
  •     configure asset hierarchy and location on a work order
  •     configure and add work order resolutions
Manage incidents
  •     configure incident types
  •     assign requirement group templates to incident types
  •     add service tasks to incidents
  •     add products and services to incidents
Create and manage agreements
  •     determine when to use agreements
  •     define and configure agreement preferences and settings
  •     configure automatic generation of bookings
  •     create bookings
  •     create invoices
  •     create service-level agreements (SLAs) and entitlements for agreements
Create anduse inspections
  •     create inspections
  •     associate inspections to work orders
  •     complete inspections through Field Service Mobile
  •     describe use cases for analyzing results of inspections
Schedule and dispatch work orders 25-30% Manage scheduling options
  •     schedulework orders using Schedule Board and Schedule Assistant
  •     determine when to use each scheduling option
  •     configure fulfillment preferences
  •     configure Quick book
  •     describe use cases for predictive work duration
  •     describe use cases for predictive travel time
  •     describe scenarios to modify and use the enhance work hours calendar for requirements
  •     describe use cases for implementing the technician locator functionality
  •     describe use cases for implementing travel outside of working hours
  •     describe use cases for appointmentscheduling on Microsoft Outlook

Implement schedule boards
  •     identify features and uses for Booking Requirements view
  •     implement the integrated map feature
  •     manually schedule work orders
  •     reassign and reschedule work orders
  •     move incomplete work orders
  •     generate driving instructions for field agents
  •     configure schedule boards
  •     customize the schedule board
  •     describe use cases for travel outside of working hours

Implement the Schedule Assistant
  •     apply constraints to resource queries
  •     filter data
  •     specify a search radius
  •     troubleshoot the Schedule Assistant
Optimize resource scheduling
  •     describe the resource optimization process
  •     define objectives and constraints
  •     create optimization profiles
  •     describe uses for embedded optimizer within the schedule board
Configure Universal Resource Scheduling
  •     describe use cases for Universal Resource Scheduling
  •     create Power Automate flows to populate data in requirements records
  •     create requirement views
  •     enable scheduling for an entity
  •     restrict booking status values for an entity by using andoption set
  •     configure geocoding for a custom entity
  •     manage work hours calendar for requirements
  •     enable Outlook appointment scheduling
Manage field service mobility 10-15% Install the mobile application
  •     identify pre-requisites and supported platforms
  •     install and sign into the Field Service Mobile application
  •     work offline
  •     use Dynamics 365 Field Service Mobile app and Connected Field Service
  •     use Dynamics 365 Field Service Mobile app and Dynamics 365 Remote Assist

Configure the mobile application
  •     configure actions that field agents can perform
  •     configure steps for Field Service Mobile application
  •     configure Field Service Mobile application functions for technicians
  •     configure the Booking and Work Order forms
  •     configure offline data and sync filters
  •     customize global search and enable scan to search
  •     customizing Mobile Offline capabilities
  •     set up and configure technician push notifications
  •     use and capture technician time tracking on Dynamics 365 Field Service Mobile app
  •     set up knowledge articles to work on mobile
  •     configure knowledge articles for offline
Manage inventory and purchasing 5-10% Manage customer assets
  •     configure uses for customer assets
  •     create and register customer assets
  •     configure products to enable automatic creation of customer assets
  •     associate work orders with customer assets
  •     create child assets
  •     configure 3D asset models
  •     use functional locations
  •     configure asset properties
Manage inventory and warehouses
  •     set up inventory and warehouses
  •     view product inventory
  •     adjust inventory levels
  •     transfer inventory between warehouses
  •     determine when to integrate inventory with Enterprise Resource Planning application
  •     manually update inventory by using inventory journals
Manage purchasing and product returns
  •     describe the purchase order process
  •     create purchase orders
  •     create a list of receivable products for a purchase order
  •     determine product return options
  •     create return merchandise authorizations (RMAs)
  •     finalize returns
Implement Connected Field Service 10-15% Describe use cases for Internet of Things (IoT)
  •     identify use cases for IoT
  •     describe IoT components
  •     identify user cases for Connected Field Service on Field Service Mobile application
Implement Connected Field Service with IoT Hub
  •     manage IoT devices
  •     manage security roles for Connected Field Service
Official Information https://www.microsoft.com/en-us/learning/exam-mb-240.aspx

Updates in the Microsoft MB-240 Exam Topics:

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