Microsoft Field Service Exam Syllabus

Field Service PDF, MB-240 Dumps, MB-240 PDF, Field Service VCE, MB-240 Questions PDF, Microsoft MB-240 VCE, Microsoft Field Service Dumps, Microsoft Field Service PDFUse this quick start guide to collect all the information about Microsoft Field Service (MB-240) Certification exam. This study guide provides a list of objectives and resources that will help you prepare for items on the MB-240 Microsoft Dynamics 365 Field Service Functional Consultant exam. The Sample Questions will help you identify the type and difficulty level of the questions and the Practice Exams will make you familiar with the format and environment of an exam. You should refer this guide carefully before attempting your actual Microsoft Field Service certification exam.

The Microsoft Field Service certification is mainly targeted to those candidates who want to build their career in Microsoft Dynamics 365 domain. The Microsoft Certified - Dynamics 365 Field Service Functional Consultant Associate exam verifies that the candidate possesses the fundamental knowledge and proven skills in the area of Microsoft Field Service.

Microsoft Field Service Exam Summary:

Exam Name Microsoft Certified - Dynamics 365 Field Service Functional Consultant Associate
Exam Code MB-240
Exam Price $165 (USD)
Duration 120 mins
Number of Questions 40-60
Passing Score 700 / 1000
Books / Training MB-240T00-A: Microsoft Dynamics 365 Field Service
Schedule Exam Pearson VUE
Sample Questions Microsoft Field Service Sample Questions
Practice Exam Microsoft MB-240 Certification Practice Exam

Microsoft MB-240 Exam Syllabus Topics:

Topic Details

Configure field service applications (20-25%)

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
- enable Microsoft Teams Integration
- enable Microsoft Outlook Calendar integration
- configure technician time tracking
Configure product and service pricing - define required product and service types
- configure minimum charge amounts and durations
- determine how pricing rules affect the price that is applied to a product on a work order
- associate products and services with price lists
- define tax codes
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
- enable technician time tracking
- create Customer Experience homepages
Configure resource types - determine the types of resources required
- describe use cases for resource pools, crews, and resource groups
- define resource groups and resource group templates
- set up resource pools and crews
Integrate other tools with 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 Dynamics 365 Remote Assist one-time call
- use Dynamics 365 Guides with work orders
- integrate with Dynamics 365 Supply Chain Management

Manage work orders (20-25%)

Describe the work order lifecycle - configure work orders, including work order types and work order resolutions
- configure work order lifecycle stages
- configure booking status and work order status values
- configure uses and capabilities for billing accounts, service accounts, and functional locations
- understand the key Field Service Analytics and Insights work order summary metrics
Create and manage work orders - create a work order from an incident type, a case, an IoT alert, 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
- close a work order
- configure the functional location for an asset on a work order
- collaborate on work orders using Microsoft Teams
- prepare work order summary reports
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 entitlements
Manage inspections - create inspections and ad hoc inspections
- associate inspections with work orders and assets
- perform inspections by using the Dynamics 365 Field Service mobile app
- describe use cases for analyzing results of inspections

Schedule and dispatch work orders (15-20%)

Manage scheduling options - schedule work orders by using the schedule board and schedule assistant
- determine when to use each scheduling option
- configure fulfillment preferences
- configure quick scheduling ("quick book")
- configure the portal for self-scheduling
- enable self-scheduling for customers
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
Implement the Schedule Assistant - apply constraints to resource queries
- filter data
- specify a search radius
- troubleshoot the schedule assistant
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 a table
- restrict booking status values for a table by using a choice
- configure geocoding for a custom table
- manage work hours calendar for requirements
- configure booking timestamps and booking journals

Manage the Dynamics 365 Field Service mobile app (5–10%)

Describe the capabilities of the mobile app - deploy the mobile app
- complete work orders
- service customer assets
Install and set up the mobile app - configure security roles
- update mobile app forms, views, pages, and site maps
- configure location tracking and geofencing
- configure offline profiles and synchronization features
- configure deep linking
- configure push notification
- configure barcode features

Manage inventory and purchasing (5-10%)

Manage inventory and warehouses - set up inventory and warehouses
- view product inventory
- adjust inventory levels
- transfer inventory between warehouses
- 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)
- create return to vendor (RTV) transactions
- finalize returns

Implement assets and connected devices (10-15%)

Describe use cases for Internet of Things (IoT) - describe IoT components
- identify use cases for Connected Field Service on Dynamics 365 Field Service mobile app
- implement Connected Field Service with Azure IoT Hub
- manage IoT devices
- manage security roles for Connected Field Service
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

To ensure success in Microsoft Field Service certification exam, we recommend authorized training course, practice test and hands-on experience to prepare for Microsoft Dynamics 365 Field Service Functional Consultant (MB-240) exam.

Rating: 5 / 5 (88 votes)