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Exam MB-240: Microsoft Dynamics 365 for Field Service (beta)：https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
Candidates implement the field service processes designed in collaboration with internal and external teams. This collaboration includes configuring the default administration areas of the Field Service application,
deploying the Connected Field Service (IoT) solution and the mobile application, and implementing any additionally needed customizations. Candidates are responsible for the configuration and deployment of the Field Service application in conjunction with the core customer service application.
Candidates must have knowledge of how to configure and customize components of the Field Service application, including configuring services, resources, characteristics, incidents, inventory integration, service agreements, resource scheduling, work orders, service tasks, field service user roles, field service settings, the Connected Field Service (IoT) solution, and configuration of the Field Service Mobile app
Pass4itsure mb-240 Skills measured
Configure field service applications (20-25%)
- Configure general settings
- Configure product and service pricing
- Configure bookable resources
- Integrate other tools with Field Service
Manage work orders (15-20%)
- Describe the work order lifecycle
- Create and manage work orders
- Manage incidents
Schedule and dispatch work orders (20-25%)
- scheduling options
- Implement the Schedule Board
- Implement the Schedule Assistant
- Configure Resource Scheduling Optimization (RSO)
- Configure Universal Resource Scheduling
Manage field service mobility (10-15%)
- Install and configure the mobile app
- Manage mobile projects
Manage inventory and purchasing (10-15%)
- Manage inventory
- Manage purchasing and product returns
Manage assets and agreements (10-15%)
- Create and manage agreements
- Manage customer assets
Latest effective Microsoft mb-240 Exam Practice Tests
You are a Dynamics 365 for Field Service Administrator and work for a manufacturing firm. You are receiving support
requests that field engineers are unable to see a custom area entitled “Parts Requests” within the Dynamics 365 Field
Service Mobile App.
You need to troubleshoot the Dynamics 365 for Field Service mobile app to ensure that the field engineers are able to
view the customizations created.
What are the three steps you can take to troubleshoot the issue reported? Each correct answer presents a complete
A. Ensure that the Dynamics Mobile solution with the appropriate customizations has been published.
B. Synchronize the Dynamics 365 for Field Service Mobile App.
C. Ensure that a security role has been assigned to the project.
D. Verify that the impacted field engineers are enabled to use this project.
E. Ensure that the Woodford project with the appropriate customizations has been published.
Correct Answer: BCE
You are a Dynamics 365 for the Field Service scheduling coordinator.
You need to update the system to see TechnicianA\\’s availability. What should you do?
A. Set Enable for Availability Search to Yes on the TechnicianA bookable resource record.
B. Set Ignore Proposed Bookings to Yes on the Schedule Assistant view.
C. Set Real Time Mode to Yes on the Schedule Assistant view.
D. Set Display on Schedule Board to Yes on the TechnicianA bookable resource record.
Correct Answer: A
You are onsite, working on a customer\\’s factory floor. You need to return tomorrow and replace a belt on the conveyor.
You look at the inventory in Warehouse 1, and there are 10 in stock. You pull the belt from stock and create an
inventory transfer record.
What are the two correct steps to complete the transfer? Each correct answer presents part of the solution.
A. Select the source warehouse, then select the destination warehouse.
B. Enter the quantity to transfer, then click transfer.
C. Enter the part number from the drop down, then click to transfer.
D. Select the From warehouse location, then select the To warehouse location.
Correct Answer: AB
You are entering products and services into Dynamics 365 CE Field Services.
You need to ensure that your field technicians can use the products when completing work orders.
Which two field service product types should you configure to allow your technicians to add work order products? Each
correct answer presents a complete solution.
B. Non Inventory
Correct Answer: CD
You work for a recycling company that provides customers with large compactor units to collect their recyclable
materials. The compactor units are comprised of two separate components: a container to collect the recyclable
materials and a separate component that compacts the recyclable materials to make them easier to transport.
These containers are expensive, and the components tend to break down frequently, requiring ongoing maintenance
You need to easily track the containers that your company has at each client location and maintain a service history for
each of the sub-components.
A. Configure the customer asset records hierarchically, and maintain service history at the sub-component level.
B. Configure the customer inventory records individually, in order to maintain the service history at the parent
C. Configure the customer inventory records in a hierarchy, and maintain service history at the sub-component level.
D. Configure the customer asset records hierarchically, and maintain service history at the service account level.
Correct Answer: A
You are a Dynamics 365 for a Field Service administrator for a construction company.
You need to schedule a work order for a group of resources that will work together for a set number of days, week, or
How should you achieve the goal without scheduling the same requirements multiple times manually by using the
schedule board (or with the schedule assistant)?
A. Use Facility Scheduling
B. Use Multi-Resource Scheduling
C. Use Resource Crew Scheduling
D. Use Universal Resource Scheduling
Correct Answer: B
You are Dynamics 365 for Field Service Development Manager.
You need to enable customization development for multiple developers, via the Woodford solution, where
customizations can be combined together to complete the development requirements.
What should you create in order to enable this capability?
A. Create a project for each developer, which publishes changes to a master project.
B. Create a project for each developer, using security roles to identify what customizations are available for
C. Create a Dynamics 365 solution for each developer, which publishes changes to the Woodford solution.
D. Create a project for each developer, each within its own Woodford solution.
Correct Answer: A
You are a Dynamics 365 for Field Service scheduler using the Schedule Assistant. You notice the Schedule Assistant
always sets the Default Radius to 25 KM.
Which two options should you choose? Each correct answer presents a complete solution.
A. Set the Default Radius Unit to Miles under Field Service Settings, Work Order/Booking section.
B. Set the Default Radius Value to 50 under Scheduling Parameters.
C. Set the Default Radius Value to 50 under Field Service Settings, Work Order/ Booking section.
D. Set the Default Radius Unit to Miles under Scheduling Parameters.
Correct Answer: BD
You are a Dynamics 365 for a Field Service consultant.
One of your Dynamics 365 customers wants to decrease the number of repair appointments by sending fewer
You need to provide a recommendation of which solution your customers should use to achieve their request.
What should you recommend?
A. Azure IoT Hub
B. Connected Field Service
C. Dynamics 365 for Field Service
D. Crew Scheduling
Correct Answer: B
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 the 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 on 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 accurately capture the
cost of work order bookings.
Solution: You implement the following configuration changes:
1) Create Resource Pay Types for regular, holiday, overtime, travel, and breaks.
2) Assign an Hourly Markup percentage to each Resource Pay Type.
3) Assign Resource Pay Types to the applicable Pay Type.
4) Create Business Closures.
5) Create Bookable Resources with Hourly Rates and Work Hours.
Does this meet the goal?
Correct Answer: A
The field service team manager needs you to give a new technician user access to the system. The technician will use
the mobile application to fill out work orders when they are onsite doing filed work to repair factory motors at customer
sites. When the dispatcher takes a vacation, the new technician user will manage dispatcher functions.
Which two field service security roles will the new technician user need? Each correct answer presents part of the
A. Field Service-Dispatcher
B. Field Service-App Access and Field Service -Resource
C. Field Service-Mobile User
D. Field Service-User
Correct Answer: AB
You are a Dynamics 365 for Field Service Administrator. You configure Route Scheduling Optimization (RSO) and
publish the schedule.
One of your schedulers indicates two of their resources are not getting work orders assigned.
You need to determine the reasons why the two resources are not assigned work orders through RSO.
Which three options should you choose? Each correct answer presents a complete solution.
A. Work Hours are not properly configured for days being optimized.
B. Optimize Schedule field is not set to Yes.
C. The Work Location field is not set to Onsite.
D. Scheduling Method is not set to Optimize.
E. Start Location and End Location fields are not the same.
Correct Answer: BDE
You are Dynamics 365 for Field Service Administrator and work for a manufacturing company. The company provides
customers with large power systems for sophisticated data centers. The power systems are serviced by a field
The field engineering team documents work done on repairs and maintenance by completing Work Orders within
You need to easily schedule work orders for the field engineering team via the schedule and enable geocoding.
Which two steps must you take to schedule resources via the schedule board and enable geocoding? Each correct
answer presents part of the solution.
A. Connect to Maps in Resource Scheduling.
B. Configure the map on the Schedule Board.
C. Set Auto Geo Code Addresses to Yes in Resource Scheduling.
D. Set Auto Geo Code Addresses to Yes in Field Service Settings.
Correct Answer: AC
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