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Topics of MB-240: Microsoft Dynamics 365 for Field Service Exam

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1. Configure field service applications (20-25%)

Configure general settings

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

Configure product and service pricing

• Configure minimum charge amount and duration
• Set up price list validity dates
• Define tax codes
• Associate products and services with price lists
• Determine when a product has a default list price and a work order price list
• Add products and services to incidents
• Create a product or service

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

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

Create and manage work orders

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

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

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

Manage mobile projects

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

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

Manage inventory

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

Manage purchasing and product returns

• Create purchase orders
• Create return merchandise authorizations (RMAs) and return to vendor (RTV)
• Create a list of receivable products for a purchase order
• Determine the purchase order process
• Determine product return options
• Finalize returns

6. Manage assets and agreements (10-15%)

Create and manage agreements

• Determine when to use agreements
• Define and configure agreement preferences and settings
• Define Service Level Agreements (SLAs)
• Enable SLAs
• Configure automatic generation of invoices
• Using Entitlements
• Add an SLA to a Work Order
• Configure automatic generation of bookings

Manage customer assets

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

Microsoft MB-240: Career Path

The candidates who successfully complete the prerequisite exams for the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification can take up the job roles of a Microsoft Dynamics 365 Field Service Consultant, a Microsoft Dynamics 365 Developer, a Dynamics 365 Capability Lead, and a Functional Analyst – Finance. They can also work as a Dynamics 365 Project Manager, a Solution Engineer, a Solution Architect, or a Technical Consultant. The average salary for these positions is $60,000 per annum.

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

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Universal Resource Scheduling in Microsoft Dynamics 365 for Field Service Manage scheduling options in Dynamics 365 for Field Service

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