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Inventory & Purchasing Management: 5-10%

• Operating Purchasing & Product Returns: The examinees will be required to demonstrate competence in creating purchase orders, determining product return alternatives, explaining purchase order processes, as well as finalizing returns.
• Operating Inventory & Warehouses: This subtopic covers the learners’ skills in viewing product inventory, setting up warehouses and inventory, adjusting inventory, and updating inventory manually with the use of inventory journals.
• Operating Customer Assets: The test takers should demonstrate their skills in creating child assets, configuring asset properties, 3D asset forms, and uses for the customer assets.

Structure of MB-240 Test

The Microsoft MB-240 exam is part of the requirements for obtaining the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification. The other exam mandatory for getting this certification is coded PL-200, which is also known as Microsoft Power Platform Functional Consultant. When it comes to the structure of MB-240, it will contain around 40-60 tasks that will have to be finalized within 180 minutes. Also, it is a proctored exam that requires exam-takers to open an account on the Pearson VUE site and follow the steps indicated there to complete the registration process. The enrollment steps also include the payment of a fee which is $165. Finally, such a test is available in the English language only.

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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

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

Configure product and service pricing

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

Configure bookable resources

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

Integrate other tools with Field Service

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

2. Manage work orders (15-20%)

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

Create and manage work orders

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

Manage incidents

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

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

Manage scheduling options

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

Implement the Schedule Board

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

Implement the Schedule Assistant

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

Configure Resource Scheduling Optimization (RSO)

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

Configure Universal Resource Scheduling

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

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

Install and configure the mobile app

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

Manage mobile projects

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

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

Manage inventory

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

Manage purchasing and product returns

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

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

Create and manage agreements

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

Manage customer assets

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

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

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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.

• 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.
• 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.