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Exam MB-240: Microsoft Dynamics 365 Field Service
Candidates for this exam are Microsoft Dynamics 365 Customer Engagement Functional Consultants with Field Service expertise. Candidates are responsible for implementing solutions that manage resources which complete the field service lifecycle.
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 additional customizations needed. 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 application. Candidates must be familiar with the Microsoft Power Apps-based mobile application. The Xamarin-based mobile application will not be covered on this exam.
Part of the requirements for: Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate
NEW QUESTION 33
DRAG DROP
Your company's inventory clerk has received a truck shipment of parts for repair of equipment on such a rushorder. The order needs to be completed as soon as possible.
Which three steps, in sequence, are needed to receive the products to the existing rush order in Field Service?
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 34
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 Drip Scheduling setting on the Bookable Resource.
- E. Check if sync filter on Bookable Resource Booking entity is too restrictive for offline mode.c
Answer: B,D,E
NEW QUESTION 35
Drag and Drop Question
You are a Dynamics 365 for Field Service Administrator. You are working with your company's scheduling team on requirements for a new schedule board view.
The team needs a schedule board view where they only see work orders with a priority of Critical.
Which three steps should you perform, in sequence, to meet their need? 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 36
Drag and Drop Question
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 37
You are Dynamics 365 for Field Service Administrator and work for a manufacturing company. The companyprovides customers with large power systems for sophisticated data centers. The power systems are servicedby a field engineering team.
The field engineering team documents work done on repairs and maintenance by completing Work Orderswithin Dynamics 365.
You need to easily schedule work orders for the field engineering team via the schedule and enablegeocoding.
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. Set Auto Geo Code Addresses to Yes in Resource Scheduling.
- B. Configure the map on the Schedule Board.
- C. Set Auto Geo Code Addresses to Yes in Field Service Settings.
- D. Connect to Maps in Resource Scheduling.
Answer: A,D
NEW QUESTION 38
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.
- A. Non Inventory
- B. Product
- C. Inventory
- D. Service
Answer: C,D
Explanation:
Section: Configure field service applications
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-product-or-service
NEW QUESTION 39
You are a dispatcher for a cable installation company that provides installation services in multiple territories.
The company is using Dynamics 365 for Field Service to manage their work orders. Every time a work order iscreated, the dispatch team is manually assigning the work order to a territory in order to book the correctresources.
You are tasked with ensuring that Dynamics 365 will automatically assign work orders to territories so that thedispatcher can search for the correct resources.
Which four steps, in sequence, must be configured to ensure that when work orders are created they willautomatically be mapped to the correct territory? To answer, move the appropriate actions from the list ofactions to the answer area and arrange them in the correct order.
Answer:
Explanation:

NEW QUESTION 40
You are implementing Microsoft Dynamics 365 Field Service for a company. The company has several repeatable services that it performs as work orders. You need ensure that you can automatically add services and tasks on word orders.
Which feature should you implement?
- A. Business Process Flow
- B. Work Order Type
- C. Service Task Type
- D. Incident Type
Answer: D
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure- incident-types
NEW QUESTION 41
You are a Dynamics 365 for Field Service administrator. Your company only uses contractors as Bookable Resources. The contractors are not licensed Dynamics 365 users.
The scheduling team books work orders to resources based on location. The team provides you with scenarios because many resources are not showing up in the scheduling assistant.
You need to update bookable resource records based on the provided scenarios.
Which address type should you use with each scenario? To answer, drag the appropriate address type to the appropriate scenario. Each address type may be used one, more than once, or not at all. You may need to drag the split bar between panes or scroll to view the content.
NOTE:Each correct selection is worth one point.
Answer:
Explanation:

NEW QUESTION 42
You are a Dynamics 365 for Field Service Mobile Administrator (FSM).When technicians log into FSM, they receive the following message:
"Your organization has not configured Field Service Mobile."
You log into FSM and cannot reproduce the issue with your login.
What must you do to fix the issue?
- A. Update the Priority for the FSM project within Woodford.
- B. Update the Security Roles for all Bookable Resources within Dynamics 365.
- C. Update the Security Roles for the FSM project within Woodford.
- D. Set Enabled for Field Service Mobile to Yes for all Bookable Resources.
Answer: C
Explanation:
Explanation
https://docs.microsoft.com/en-us/dynamics365/field-service/mobile-faq
NEW QUESTION 43
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-Mobile User
- D. Field Service-User
Answer: A,B
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/view-user- accounts-security-roles#field-service-roles
NEW QUESTION 44
As a new start-up field services company, you are looking to streamline your customer service process to provide the best customer service experience.
Your company has decided to implement Dynamics Field Services as the foundation for its customer service management processes.
You need to ensure that the cases that the customer service team creates can be quickly and efficiently converted to work orders (that will minimize the need to add additional information to the work orders) using the out-of-the-box capabilities.
Which key item do you need to configure before the customer service agents will be able to convert a case to a work order?
- A. Work Order Types
- B. Resources
- C. Booking Rules
- D. Incident Type
Answer: D
Explanation:
Section: Configure field service applications
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure-incident-types
NEW QUESTION 45
You install the Woodford solution and begin setting up the mobile application. You need to import the Field Service project.
Which three components must you define? Each correct answer presents part of the solution.
- A. security roles
- B. password policies
- C. project name
- D. resources
- E. priority
Answer: A,C,E
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/install-the- mobile-app#step-2-import-the-field-service-mobile-project-template-into-the-woodford-solution
NEW QUESTION 46
You are a Dynamics 365 for Field Service Administrator. Your organization wants to use Connected Field Service for existing Customer Assets.
You install Connected Field Service and set up Azure IoT Central, but it seems no alerts are being received in Dynamics 365 for the devices.
You need to find the issue and resolve it.
Which action should you choose?
- A. Register the device in Dynamics 365 Connected Field Service.
- B. Create the IoT Connected Device connection role to link devices to customer assets.
- C. Configure the Create CFS alerts from IoT Central Workflow within Dynamics 365.
- D. Configure the Create CFS alerts from IoT Central within Microsoft Flow.
Answer: D
Explanation:
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/cfs-iot-central-alerts
NEW QUESTION 47
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 48
There are certain steps a Field Service Manager must take for RMA approval, and then for creating an RMAreceipt.
Which steps pertain to RMA Approval and which steps pertain to RMA Receipts? To answer, drag RMAApproval or RMA Receipts to the appropriate steps. RMA Approval andRMA Receipts may be used once,more than once, or not at an. You may need to drag the split bar between panes or scroll to view the content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION 49
You are a Field Service resource manager for Contoso, Ltd. and are setting up characteristics for field technicians who are responsible for repairs on rental equipment.
Work performed on certain types of backhones, trenchers, and excavating equipment requires different attributes to be identified for proper work order assignment and scheduling.
Which two characteristics are valid? Each correct answer presents a complete solution.
- A. Certification
- B. Skill
- C. Rating Value
- D. Approval Status
Answer: A,B
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up- bookable-resources#set-up-field-technician-resources
NEW QUESTION 50
DRAG DROP
You have the Universal Resource Scheduling (URS) security role.
Your organization creates a custom entity. The records for the entity need to be scheduled to resources.
You need to enable the new entity to be scheduled. You select the entity that needs to be enabled and need to continue the set up process.
Which four actions should you perform next, in sequence, to achieve the goal? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
Answer:
Explanation:
Section: Schedule and dispatch work orders
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/common-scheduler/schedule-anything-with-universal-resource-scheduling
NEW QUESTION 51
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 Booking Setup
3) Create Invoice Setup
4) Set Auto Generate Invoice = Yes
5) Populate Generate Agreement Invoices X Days in Advance
Does this meet the goal?
- A. Yes
- B. No
Answer: B
NEW QUESTION 52
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.
- A. Non Inventory
- B. Product
- C. Inventory
- D. Service
Answer: C,D
Explanation:
Section: Configure field service applications
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-product-or-service
NEW QUESTION 53
Drag and Drop Question
You are a Dynamics 365 for Field Service Administrator. All Products have the Convert to Customer Asset field set to Yes.
Some users indicate products on a customer asset are not always becoming a customer asset.
Users provide you with three scenarios.
You need to review the scenarios and provide the answers.
What happens to the product for each user scenario? To answer, drag the appropriate solution to satisfy each listed requirements. Each solution 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.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION 54
You are implementing Dynamics 365 for Field Service.
Your customer needs to understand how they can schedule the closest possible resource to a work order.
The requirement further specifies it could be start of day from the company's site or during the middle of the day from an existing work order.
You need to provide them with the settings they need to properly configure so the closest resource is found when using the schedule assistant.
What should you suggest?
- A. Update the Starting Location to Organization Unit within Schedule Board Settings.
- B. Update the Load Default Filters on the Schedule Assistant.
- C. Update the Resources Synchronization Timeout (in sec) setting within the Schedule Board Settings.
- D. Update the filter on the Scheduler core tool tips view.
Answer: A
NEW QUESTION 55
As a new start-up field services company, you are looking to streamline your customer service process to provide the best customer service experience.
Your company has decided to implement Dynamics Field Services as the foundation for its customer service management processes.
You need to ensure that the cases that the customer service team creates can be quickly and efficiently converted to work orders (that will minimize the need to add additional information to the work orders) using the out-of-the-box capabilities.
Which key item do you need to configure before the customer service agents will be able to convert a case to a work order?
- A. Work Order Types
- B. Resources
- C. Booking Rules
- D. Incident Type
Answer: D
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure- incident-types
NEW QUESTION 56
You are a Dynamics 365 Field Service dispatcher using the Scheduling Assistant function.
One of your customers, Adventure Works, does not want one of your resources to be scheduled to workorders going forward. The resource must be able to be scheduled for other accounts.
How can you achieve this goal?
- A. Create a Requirement Resource Preference record for the resource.
- B. Create a Requirement Resource Preference record for the resource.
Set the Preference Type to Restricted and Account to Adventure Works. - C. Create a Requirement Resource Preference record for the resource.
Set the Preference Type to Restricted and Cascade to No. - D. Select Load the Default Filters on the Schedule Board.
Answer: B
NEW QUESTION 57
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How to Prepare For MB-240: Microsoft Dynamics 365 for Field Service Exam
Preparation Guide for MB-240: Microsoft Dynamics 365 for Field Service Exam
Introduction
Microsoft has created a track for IT professionals to get certified Microsoft Dynamics 365 on the platform. This certification program provides Microsoft Dynamics 365 professionals a way to demonstrate their skills. The assessment is based on a rigorous exam using industry standard methodology to determine whether a candidate meets MicrosoftâÂÂs proficiency standards.
According to Microsoft, a Microsoft Certified Professional enables organizations to leverage Microsoft Dynamics 365 technologies with a thorough understanding of Microsoft Dynamics 365 determining and configuration of field service security roles, resource scheduling,proficiency models,configure bookable resources.
Certification is evidence of your skills, expertise in those areas in which you like to work. There are many vendors in the market that are providing these certifications. If candidate wants to work on Microsoft Dynamics 365 and prove his knowledge, certification offered by Microsoft. This MB-240 Exam Certification helps a candidate to validates his skills in Microsoft Microsoft Dynamics 365 Technology.
In this guide, we will cover the MB-240: Microsoft Dynamics 365 for Field Service Certification exam, MB-240: Microsoft Dynamics 365 for Field Service Certified professional salary and all aspects of the MB-240: Microsoft Dynamics 365 for Field Service Certification.
MB-240 Deluxe Study Guide with Online Test Engine: https://www.fast2test.com/MB-240-premium-file.html
MB-240 Test Prep Training Practice Exam Questions Practice Tests: https://drive.google.com/open?id=11a5PkRqtFFFkweQzbVUpUPFgh2Oxp1Sd