


The candidates who want to take MB-240 test know how to implement processes related to field service and they can design them together with external and internal teams. Also, they know how to configure the Field Service application administration areas and have the necessary experience to deploy solutions related to Connected Field Service. Another piece of recommended expertise that the candidates for this test should have focuses on the implementation of additional customizations according to the business requirements. To add more, previous knowledge of configuring and customizing Field Service application components is much appreciated. Also, applicants should be familiar with Field Service resources, incidents, inventory integration, resource scheduling, field service user roles, and Field Service Mobile application configuration.
MB-240: Microsoft Dynamics 365 for Field Service Exam is foundation level Certification. As such There is no prerequisite for this course. Anyone who is having keen and familiar with general Microsoft Dynamics 365 concepts and the technologies. More than 85% of IT support roles require a good foundation of Microsoft Dynamics 365 concepts. Aspirants should have some hands-on experience with enterprise mobility, cloud services, device security.
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Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
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You are a technician at Contoso Electronics, using the Microsoft Dynamics 365 Field Service mobile app to track and manage service requests and inventory.
Your supervisor asks you to explain how Field Service keeps track of inventory based on the quantities at the warehouse.
To answer, drag the appropriate type of quantity at the warehouse to the explanation of the quantity. Each type of quantity will be used once. You may need to drag the split bar between panes or scroll to view the content.
NOTE: Each correct match is worth one point.
Correct Answer:

Explanation:
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?
Correct Answer: A 🗳️
You are a Dynamics 365 for Field Service Billing Administrator. Your customer wants to purchase a series of quarterly preventative maintenance visits as well as bi-weekly site visits.
The customer wants to be billed for the preventative maintenance quarterly but billed for the site visits monthly.
What are two ways that this can be completed against a single Agreement? Each correct answer presents a complete solution.
Correct Answer: A,B 🗳️
You are implementing Dynamics 365 Field Service for Contoso Manufacturing.
You need to set preventive maintenance schedules for multiple sub-components that have a different maintenance routine than the top-level or parent asset. The goal is to increase asset useful life and provide increased customer satisfaction.
What should you do?
Correct Answer: D 🗳️
You need to set up the system to meet LitWare's inspection requirements.
Which three actions should you perform in sequence in the Field Service app? To answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions in the order.
Correct Answer:

Explanation:
To set up the system to meet LitWare's inspection requirements in the Field Service app, you should perform these three actions in sequence:
* Access the Inspection tab within Field Service app settings.
* Enable Analytics.
* Set Analytics Frequency to "Daily".
These steps will allow you to configure the inspection settings, enable analytics for inspections, and set the frequency of analytics to daily for regular updates. This will help LitWare Inc. to meet their inspection requirements effectively.
Topic 4, LitWare Inc. New Case studyLitWare Inc. is a plumbing
and heating company which provides installation, maintenance, and
repair services in United States (U.S.) and Canada.
LitWare also offers various installation and repair services such heating, venting, and air conditioning (HVAQ, plumbing, and roofing for commercial customers using their employees and subcontractors.
Company structure and resources
The company has three main types of services, each offering a different combination of service personnel.
1. Training services provide training to LitWare employees and subcontractors to perform the work in the regions serviced.
2. Unplanned maintenance services address emergency repair requests for their customers.
o Dispatchers are assigned to all territories in a region. Dispatchers assign repair and installation work to repair technicians based on their skills.
o Repair technicians are employees and subcontractors.
3. Planned maintenance services perform regular and planned checks for their customers.
o inspectors are assigned to all regions based on skills and expertise. o Installers are assigned to multiple territories in a geographic region.
o Repair technicians are employees and subcontractors.
o Dispatchers are assigned to all territories in a region. Dispatchers assign repair and installation work to technicians based on skills.
All the inspection, repair, and installation employees utilize the Field Service mobile app.
Dispatchers can see all work request data for their region and see all the bookable resources.
Job structure
Typical job assignments are as follows:
* Inspections: 1 -2 resources
* Installations: minimum 2 resources. 1 expert
* Repairs: 1 -3 resources
Skills and certifications
The following spreadsheet tracks the skills and certifications earned by each internal employee:
Service areas
The service areas are:
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 maintain the availability of a service, maintain the subcontractor ' s insurance details, certifications, and more options for inspectors. All work is printed out and provided as a hard copy to the resources. It is not easy to distribute the new updated materials for the service or share the new troubleshooting guides.
Planned changes
LitWare 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.
* Planned Maintenance emergency calls take priority over other types of jobs.
* Schedule resources based on location, maximizing total work hours and then minimizing drive time.
* Ability to track technician time.
* Ability to configure rates and pay types.
* Ability to easily see when a resource is on Time Off on the schedule board.
* All resource time-off requests should be approved by both their manager and their line manager.
Service contracts
* Set up and create a Planned Maintenance type of contract.
* Define the coverage of the regions by the work.
Inspection management
* Ability to configure inspections.
* Ability for inspections to be linked with work orders and customer assets.
Resources
* Implement company holidays for U.S. and Canada.
* Implement various pay types based on overtime, weekends and holidays, travel and regular time.
* Implement paid time off.
* Ability for resource calendars lo reflect resource time off and work hours.
* Access to jobs assigned for the day.
* Ability to capture the validity of the insurance and send a 90-day reminder notification before the expiry.
* Activate geocoding throughout the system. rv
* Use territories for accounts, resources, and work orders.
* Enable Microsoft SharePoint Integration.
Field Service mobile app
* Ability for technician to access work orders and asset details.
* Ability to perform inspections on the mobile app.
* Ability to work through offline mode.
* Ability to enter time for the work.
Technical requirements
Resources require the ability to:
* Configure work hours templates based on their time zone.
* Access and view their skills, skill level, and certification data.
o Certifications set to expire over the next 90 days should show highlighted in Yellow, o Certifications already expired will show in Red.
* Access documents either online or offline.
* Have their time-off requests enabled for approval by default for resource who has skill of electrical, and have the requests approved by both their manager and line manager.
Work orders
* The ability to have templates for work orders.
o Templates will provide guidance for technicians, and help recommend products and default services.
* Work orders created from a PM contract need to have a status = Service Contract.
Inspections:
* Ability to configure advance inspections with conditional logics based on the questions.
* Ability to use the latest inspections for analytics on a weekly basis.
* Ability to perform ad-hoc inspections with assets.
* Ability for users to export responses.
Security and access
* Technicians in the field should only see work orders scheduled for today.
* Technicians should have the option to enter manual time.
* Technicians should have the option to complete the inspections.
* Technicians should have the ability to access relevant apps to complete the job.
* Technicians should have the ability to access the guides.
* Administrators should have access to the technician usage of the guides.
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