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Microsoft MB-240: Microsoft Dynamics 365 Field Service Functional Consultant Exam is an advanced certification that is designed for professionals who are interested in showcasing their expertise in Dynamics 365 field service solutions. MB-240 exam is among the several Microsoft certification exams that act as a foundation for Microsoft certification paths.
NEW QUESTION # 114
You are a Dynamics 365 for Field Service Mobile (FSM) customizer.
Technicians report that they are not seeing their Bookings in the FSM app.
You need to investigate why they cannot see their bookings.
What are three actions you must take to perform your investigation? Each correct answer presents a complete solution.
- A. Check sync filter on Bookable Resource Booking View.
- B. Check if sync filter on Bookable Resource entity is too restrictive for offline mode.
- C. Check that FSM app is synching to server.
- D. Check if sync filter on Bookable Resource Booking entity is too restrictive for offline mode.
- E. Check Drip Scheduling setting on the Bookable Resource.
Answer: C,D,E
Explanation:
https://docs.microsoft.com/en-us/dynamics365/field-service/mobile-faq-bookings-not-showing
NEW QUESTION # 115
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.
- A. Create Invoice Setup for site visits, with Invoice Recurrence of each month.
- B. Create Invoice Setup for preventative maintenance with Invoice Recurrence of every three months.
- C. Create Invoice Setup for preventative maintenance, with Invoice Products tied to Quarterly Price List.
- D. Create Invoice Setup for site visits, with Invoice Products tied to Monthly Price List.
Answer: A,B
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up- customer-agreements#add-invoice-setup
NEW QUESTION # 116
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, each within its own Woodford solution.
- B. Create a Dynamics 365 solution for each developer, which publishes changes to the Woodford solution.
- C. Create a project for each developer, using security roles to identify what customizations are available for modification.
- D. Create a project for each developer, which publishes changes to a master project.
Answer: D
NEW QUESTION # 117
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 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 solution.
- A. Field Service-App Access and Field Service -Resource
- B. Field Service-Dispatcher
- C. Field Service-User
- D. Field Service-Mobile User
Answer: A,B
Explanation:
Section: Configure field service applications
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/view-user-accounts-security-roles#field-service-roles
NEW QUESTION # 118
To improve communications with customers, your company has decided to implement Twilio, a third-party communication platform that has call and messaging capabilities.
The Twilio solution includes a number of core components to deliver the capability, all of which need to be set up.
Which five steps should you take in sequence to prepare data for optimization? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
NEW QUESTION # 119
You are a Dynamics 365 for Field Service Dispatcher.
You need to use the schedule board to find resources for a work order. The work order can be completed by any resource who has the correct piece of equipment and who is available at 9:00 A.M during a selected week.
Which four steps must you take, in sequence, to successfully implement this capability within the schedule board? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
NEW QUESTION # 120
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 From warehouse location, then select the To warehouse location.
- B. Select the source warehouse, then select the destination warehouse.
- C. Enter the quantity to transfer, then click transfer.
- D. Enter the part number from the drop down, then click to transfer.
Answer: B,C
Explanation:
Section: Manage inventory and purchasing
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-inventory-transfer
NEW QUESTION # 121
You need to provide agents with a checklist of actions to complete as part of a work order. The duration of these actions must roll up to the work order.
Which record type should you use?
- A. time entries
- B. incidents
- C. service activities
- D. service tasks
Answer: D
NEW QUESTION # 122
Drag and Drop Question
Your organization wants to use the Field Service Mobile App for technicians in the field.
You need to install the solution, so it can be configured for mobile technicians.
What are the four steps you need to perform, in sequence, to ensure the mobile solution is ready for configuration and deployment? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/install-field- service#download-the-field-service-mobile-app-on-a-phone-or-tablet
NEW QUESTION # 123
You are a new Dynamics 365 for Field Service Administrator for a manufacturing firm.
Your manager has asked you to configure the system to enable scheduling for maintenance of equipment at customer sites. It is against company policy to dispatch resources to sites with known issues such as credit or safety holds. Many site visits may require more than one technician to be sent for the repair.
Which resource scheduling component should be used for each task? To answer, drag the appropriate resource scheduling component to the appropriate task. Each resource scheduling component may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view the content.
Answer:
Explanation:
NEW QUESTION # 124
Your company is expanding nationally.
You need to configure tax codes for a new territory, so the company can start to operate in the new territory.
You realize that you can identify which field service record types the tax code will be applied to.
Which three Field Service record types are taxable within the new tax code? Each correct answer presents a complete solution.
- A. Work Orders
- B. Purchase Orders
- C. Products
- D. Agreements
- E. Services
Answer: C,D,E
Explanation:
Section: Configure field service applications
NEW QUESTION # 125
Your company has work orders and incident types of varying lengths. You add products, services, and service tasks to incident types. Some incident types do not include services and service tasks. Which two statements are true? Each correct answer presents a complete solution.
- A. The duration is the sum of the duration for all the service task types that are included in the incident type.
- B. The duration is the sum of the duration for all services that are included in the incident type.
- C. You can manually overwrite duration only if none of the services associated with the incident type have a duration specified.
- D. You can manually overwrite duration only if none of the service task types associated with the incident type have a duration specified.
Answer: A,D
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure- incident-types
NEW QUESTION # 126
You restore Resource Schedule Optimization. You need to optimize individual resource schedules.
What should you do?
- A. In Field Service Administration, locate a Resource record and select Optimize Schedule.
- B. In Resource Schedule Optimization, locate a User record and select Optimize Schedule.
- C. From the schedule board, click Actions and select Optimize Schedule.
- D. From the schedule board, right-click a Resource record and select Optimize Schedule.
Answer: C
NEW QUESTION # 127
DRAG DROP
You are a Dynamics 365 for Field Service Administrator.
You are setting up a new Incident Type. There are no service tasks or products created that are related to this incident.
Which seven actions should you perform in sequence to add these services? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
Select and Place:
Answer:
Explanation:
Section: Manage work orders
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure-incident-types
NEW QUESTION # 128
You create a complex agreement and booking that includes service tasks and services. You need to use the existing agreement as the basis for future agreements.
Which two actions should you perform? Each correct answer presents part of the solution.
- A. Create a booking setup. Define an incident type for the booking setup.
- B. In the existing agreement, click Copy Agreement. Specify the new customer information and click OK.
- C. Elevate the agreement to an agreement template. Use the template to create new agreements of this type.
- D. Export the agreement and booking records to Microsoft Excel. Modify the information and import the file to create new agreement.
Answer: A,B
NEW QUESTION # 129
Work Orders, once completed and reviewed, need to go to Dynamics 365 Finance and Operations for invoicing. All Closed-Posted work orders should be sent to Dynamics 365 Finance and Operations, but the Common Data Service project template keeps failing.
What must you do to have the integration complete successfully?
- A. Set Work Order Invoice Creation setting to Never
- B. Create Work Order Sub-Status of Dynamics 365 Finance and Operations Invoice. Set work order sub-status to Dynamics 365 Finance and Operations Invoice
- C. Set Work Order Invoice Creation setting to On Work Order Posted
- D. Set Default Work Order Completed Status to Closed - Posted
Answer: C
NEW QUESTION # 130
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 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. Optimize Schedule field is not set to Yes.
- B. Work Hours is not properly configured for days being optimized.
- 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.
Answer: A,D,E
Explanation:
Section: Schedule and dispatch work orders
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/rso-configuration
NEW QUESTION # 131
You are the Dynamics 365 Field Service technician manager for Contoso Ltd.
Your customers are indicating they are being double invoiced for certain work orders. They are receiving the quarterly invoice, and another invoice after the service is performed.
You need the system to automatically handle these scenarios, while still sending out invoices for work orders that are not generated from an agreement.
What should you do to avoid double billing your customers that have agreements?
- A. Create a process using price lists and entitlements to ensure the work order subtotal and work order invoice is $0.00.
- B. Turn-off Invoice Generated on Closed-Posted work orders to avoid invoice generation when a work order is Closed-Posted.
- C. Update the Invoice Journal lines to ensure the lines are $0.00.
- D. Manually update the Invoice lines prior to sending to the customer.
Answer: A
NEW QUESTION # 132
You work for a recycling company that provides customers with large compactor units to collect theirrecyclable materials. The compactor units are comprised of two separate components: a container to collectthe recyclable materials and a separate component that compacts the recyclable materials to make themeasier to transport.
These containers are expensive, and the components tend to break down frequently, requiring ongoingmaintenance and repairs.
You need to easily track the containers that your company has at each clientlocation and maintain a servicehistory for each of the sub-components.
- A. Configure the customer inventory records in a hierarchy, and maintain service history at the subcomponent level.
- B. Configure the customer asset records hierarchically, and maintain service history at the sub-componentlevel.
- C. Configure the customer asset records hierarchically, and maintain servicehistory at the service accountlevel.
- D. Configure the customer inventory records individually, in order to maintain the service history at the parentcomponent level.
Answer: B
NEW QUESTION # 133
What are the steps in the purchase order process?
- A. Submit, Approval, Receive, Bill
- B. Draft, Approval, Submit, Review, Receive, Bill
- C. Submit, Approval, Review, Receive, Bill
- D. Draft, Approval, Submit, Receive, Bill
Answer: D
Explanation:
https://neilparkhurst.com/2018/02/27/mb2-718-certification-microsoft-dynamics-365-customer- service-field-service-purchasing/
NEW QUESTION # 134
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 engineering team.
The field engineering team documents work done on repairs and maintenance by completing Work Orders within Dynamics 365.
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. Set Auto Geo Code Addresses to Yes in Field Service Settings.
- C. Set Auto Geo Code Addresses to Yes in Resource Scheduling.
- D. Configure the map on the Schedule Board.
Answer: A,C
Explanation:
Section: Schedule and dispatch work orders
NEW QUESTION # 135
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 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?
- A. Yes
- B. No
Answer: A
NEW QUESTION # 136
Contoso, Ltd has just acquired a new company in order to increase the services it offers to its customers. Contoso, Ltd. wants to ensure that it is able to track all of the stages in its service management workflow, including the services offered by the new service company.
You need to configure Dynamics 365 CE for Field Services to ensure that all of the necessary status values are configured correctly to track your company's unique business process.
Which action must you perform?
- A. Create the necessary system status values.
- B. Edit the existing system status field values.
- C. Create the necessary sub-status values.
- D. Create the necessary service task values.
Answer: C
Explanation:
https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-booking-statuses Booking statuses allow you to create multiple sub-statuses mapped to each of your booking statuses in order to more precisely define your company's unique business processes.
NEW QUESTION # 137
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