Preparation Resources

To be confident in your knowledge and skills thorough preparation is required. There are study materials one can refer to that will enhance the likelihood of passing the Microsoft test with ease and on the first attempt. So, the resources listed below can be found on the official vendor website and Amazon.

• In addition, for anyone interested in delivering Field Service solutions for large-scale customers, Microsoft offers a three-day training program to prepare for the MB-240 exam under the guidance of expert instructors. So, the MB-240T00-A: Microsoft Dynamics 365 Field Service course will provide every candidate with the opportunity to learn everything they need to get the best score. In other words, you will gain hands-on experience with the key components involved in Field Service Implementations as well as the services and products that will be delivered to customers. Furthermore, you are guaranteed to be able to demonstrate an understanding of pricing options and how to utilize them in specific scenarios on the MB-240. In this way, the course syllabus is fully aligned with the exam topics, and the information provided in each of the 12 modules is completely credible and relevant to ensure that you achieve your goal.
• If you have enough time and motivation for independent preparation, you can choose to use the Self-paced online training on the Microsoft Learn platform, which is designed to help every student who wants to fully master Microsoft Dynamics 365 applications. In this case, the whole learning path consists of two blocks. Thanks to the first one, you will learn the right steps to configure Dynamics 365 Field Service, which will save a lot of time for its implementation. And then, in the second block, you will learn how to manage scheduling options, customize the schedule board, use Resource Scheduling Optimization, and much more. The entire course takes place in a module format, each of which includes video lessons, exercises, and check tests. This way, you can work in your own mode without unnecessary haste.
• How I Passed MB-240: Microsoft Dynamics 365 Field Service Exam: Sure Shot Certification Tips by Empirical Matt Publications (Kindle Edition) is a resource you can rely on to get success on your first try. That's because it contains proven experience and the useful preparation methods of successfully certified persons in Microsoft Dynamics 365 Field Service technologies. Moreover, the contents of the book are in the form of an interview that helps you gain detailed recommendations regarding test procedures, registration, training, and effective exam passing. So, you can purchase it in the Kindle version just at $11.99 and get an efficient instrument to meet a situation head-on on the final test day.

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

Configure product and service pricing

• 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 minimum charge amount and duration
• Set up price list validity dates
• Add products and services to incidents
• Create a product or service

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

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

Create and manage work orders

• Associate a work order and a price list
• Create a work order from an incident or an opportunity
• Identify processes to close a work order
• Organize work orders and resources by geography
• Add status and sub-status information to a work order

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

• Configure actions that field agents can perform
• Configure the mobile app
• Add Guides to HoloLens app
• Administer connected devices
• Configure display customizations
• Integrate with Dynamics 365 Guides
• Assign security roles

Manage mobile projects

• Publish a mobile project
• Mobile Device Management, security and synchronization
• Modify configuration settings
• identify project artifacts that can be modified or edited

5. Manage inventory and purchasing (10-15%)

Manage inventory

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

Manage purchasing and product returns

• Create return merchandise authorizations (RMAs) and return to vendor (RTV)
• Determine the purchase order process
• Create purchase orders
• Determine product return options
• 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
• Add an SLA to a Work Order
• Configure automatic generation of invoices
• Determine when to use agreements
• Configure automatic generation of bookings
• Using Entitlements
• Define Service Level Agreements (SLAs)

Manage customer assets

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

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

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