MB-240 Exam Questions Get Updated [2025] with Correct Answers
Practice MB-240 Questions With Certification guide Q&A from Training Expert Pass4cram
To become a certified Microsoft Dynamics 365 Field Service Functional Consultant, you must pass the MB-240 exam. Microsoft Dynamics 365 Field Service Functional Consultant certification demonstrates your expertise in field service management and your ability to configure, customize, and deploy the Field Service application to meet the needs of your organization.
NEW QUESTION # 68
You are configuring work orders for technicians to complete the onsite service.
When a work order is completed, the customer needs to receive an invoice for the labor charge time spent by the technician to complete the service.
Which option should the technician use to enter their time spent?
- A. Field Service Product Type as Non-Inventory
- B. Work Order Service
- C. Work Order Resource Booking
- D. Field Service Product Type as Inventory
Answer: B
NEW QUESTION # 69
Drag and Drop Question
You are a Dynamics 365 system functional consultant for a telecommunication firm.
You must configure and enable Agreements to ensure that work orders are automatically generated for customers who have contracted for that service, and that invoices are being sent at the correct intervals to the customers.
Which functions of the system support this requirement? To answer, drag the appropriate function to the appropriate scenario. Each function 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 # 70
You need to create a Preventative Maintenance Agreement that meets Contoso standards and requirements.
Which five actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
1 - Create an agreement with the PM incident selected.
2 - Add two agreement schedules, one monthly and one quarterly.
3 - Seet agreement to Active.
4 - Set Auto Generate Work Order to Yes.
5 - Set Invoice Recurrence to Monthly, recur every 3 months.
NEW QUESTION # 71
You are implementing Microsoft Dynamics 365 Field Service for your organization.
You are about to finalize the updates to booking statuses. The booking statuses, and corresponding Field Service Status values are:
You want technicians' time entries to be generated every time they update the booking status.
Which two steps must you set up to ensure the time entries are correctly generated? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. Set the Time Entry Generation Strategy setting to Per Booking Status Change
- B. Set the Time Entry Generation Strategy setting to Auto-Generate from Booking Timestamps.
- C. Set the Timestamp Frequency setting to Per Booking Status Change.
- D. Set the Times tamp Frequency setting to Auto-Generate from Booking Timestamps
Answer: B,C
NEW QUESTION # 72
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.
Answer:
Explanation:
Explanation:
NEW QUESTION # 73
Your organization wants to use the new Microsoft Dynamics 365 Field Service mobile app.
You need to ensure this app works for the technicians.
Which three actions should you perform in sequence? 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.
Answer:
Explanation:
1 - Access the Field Service mobile app and..
2 - Assign Field Service-Resource role for the app...
3 - Assign Field Service-Dispatcher field security...
NEW QUESTION # 74
Your organization uses Microsoft Dynamics 365 Connected Field Service with Microsoft Azure loT Hub to manage its loT devices.
The device management team reports an issue where they are unable to register devices since the start of their day.
You need to troubleshoot this issue.
What are the two main reasons for this issue? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- A. The Service Administrator security role is missing in Azure.
- B. Azure is offline.
- C. The loT Administrator security role is missing in Dynamics 365.
- D. Dynamics 365 still needs to be connected to Azure.
Answer: B,D
NEW QUESTION # 75
Your company uses Microsoft Dynamics 365 Field Service to schedule work orders.
One of the field service operations managers needs to understand when the different resource types should be scheduled.
You need to provide the manager with a matrix of when you should schedule the various resource types on a work order.
What are the resource types you should use for each scenario? To answer, drag the appropriate resource type to the appropriate scenario. Each resource type 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 match is worth one point.
Answer:
Explanation:
NEW QUESTION # 76
You have created a new entity to tie to the Asset to capture key data. You launch the Microsoft Dynamics 365 Field Service mobile app in offline mode. You need to ensure that you can see the entity. What should you do?
- A. Enable the entity for mobile.
- B. Sign in to Power Apps, and ensure the entity is enabled for Microsoft Outlook mobile offline.
- C. Sign in to Power Apps, and ensure the entity is enabled for mobile offline.
- D. Sign in to the System Business Settings to ensure the entity is enabled for mobile offline.
Answer: C
NEW QUESTION # 77
Your customer is offering a new service that requires two resources.
You need to ensure that the right resource requirements are created, so that the technician with the right skill set will be assigned.
What are the first three steps you should perform in sequence? To answer, move the appropriate actions from the list of steps to the answer area and arrange them in the correct order.
Answer:
Explanation:
1 - Create a requirement group.
2 - Create an incident type.
3 - Create a work order.
NEW QUESTION # 78
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. Approval Status
- C. Skill
- D. Rating Value
Answer: A,C
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up- bookable-resources#set-up-field-technician-resources
NEW QUESTION # 79
You are assigned to a Microsoft Dynamics 365 Field Service implementation for a Gym & Fitness company.
You need to distribute a survey to any customers who sign up for a monthly subscription. The Customer Experience Manager wants to send the survey with a custom email address instead of using the default Dynamics 365 Customer Voice survey email address.
Which two actions should you perform? Each answer presents a complete solution.
NOTE: Each correct selection is worth one point
- A. Add and verify a domain in the Microsoft 365 Admin Center.
- B. Add a custom email address in the Microsoft 365 Admin Center.
- C. Add a custom email address in the Microsoft Power Platform Admin Center.
- D. Add and verify a domain in the Microsoft Power Platform Admin Center.
Answer: A,B
NEW QUESTION # 80
Contoso has asked that you create several work order types to meet their Requirements and Planned Changes.
Of the many work order types requested, which three should you create? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- A. Agreement
- B. Returns
- C. Preventative Maintenance
- D. Installation
- E. Inspection
Answer: C,D,E
NEW QUESTION # 81
A customer service agent fails to solve a customer's issue over the phone.
The agent needs to converted the case to a work order in order to schedule a technician visit.
What is required to successfully convert a case to a work order?
- A. Incident Type
- B. SLA
- C. Work Order Type
- D. Customer Asset
Answer: A
NEW QUESTION # 82
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 part number from the drop down, then click to transfer.
- C. Enter the quantity to transfer, then click transfer.
- D. Select the From warehouse location, then select the To warehouse location.
Answer: A,C
Explanation:
Section: Manage inventory and purchasing
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-inventory-transfer
NEW QUESTION # 83
Litware, Inc. designers sometimes have to schedule an experienced technician and trainee to go out to a customer's home to take measurements.
One of their customers, wants a kitchen and bathroom remodel completed during the same timeframe. The customer has asked for Litware, Inc. to have both measurements completed at the same time.
Currently, Litware, Inc. does not any technicians with both kitchen remodeling and bath remodel skills.
Litware, Inc. wants to use the new Quick Book functionality to schedule multiple resources to this work order.
Which five actions should you perform in sequence? 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:
NEW QUESTION # 84
Your company is implementing a new CRM system. They have selected Microsoft Dynamics 365 Field Service because of its flexibility.
During the basic training sessions, you need to train the field service team on how work orders are created.
What are three out-of-the-box ways to create work orders? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- A. from an asset
- B. from the Dynamics 365 Field Service mobile app
- C. from an agreement
- D. from a purchase order
- E. from a case record
Answer: B,C,E
NEW QUESTION # 85
Drag and Drop Question
You have the following requirements from the scheduling team:
- Scheduling assistant results should display in neat 30-minute time
slots that dictate the start time of subsequent bookings.
- Functionality should display for all 30 resources within the company.
- Time slots should align to the top of the hour and half past the
hour.
To meet these requirements, you need to implement Intervals within Universal Resource Scheduling.
Which three actions should you perform in sequence? 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 # 86
You plan to use the Connected Field Service solution to proactively manage field equipment. You need to prepare for the installation.
Which three actions should you perform? Each correct answer presents part of the solution.
- A. Ensure that you are assigned to the Microsoft Office 365 Global Administrator or Microsoft Dynamics 365 System Administrator role.
- B. Implement Microsoft Power BI Pro.
- C. Install Microsoft SharePoint Online.
- D. Purchase a Microsoft Azure subscription.
- E. Ensure that you have licensing for Microsoft Dynamics 365 for Field Service.
Answer: A,D,E
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/connected- field-service
NEW QUESTION # 87
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 # 88
You are a Contoso, Ltd. dispatcher for Dynamics 365 Field Service application.
A technician's mobile phone is having difficulties, and the Field Service Mobile app will not open.
The technician is headed to a work site and needs directions.
How can you provide the technician with directions?
- A. Click on Get Driving Directions from the Actions menu on the Schedule Board.
- B. Click Geo Code from the Work Order record.
- C. Click Geo Code from the Booking record.
- D. Click on Get Driving Directions from the Work Order record.
Answer: A
NEW QUESTION # 89
Contoso has asked that you create several work order types to meet their Requirements and Planned Changes.
Of the many work order types requested, which three should you create? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- A. Agreement
- B. Returns
- C. Preventative Maintenance
- D. Installation
- E. Inspection
Answer: C,D,E
Explanation:
Topic 1, Contoso
General Overview
Contoso is a large international manufacturing company that has offices around the world with service and scheduling departments in each office. In addition. Contoso has sates reps throughout the world.
Contoso has main offices in North America. Europe and Asia, with global headquarters based in Redmond, Washington, USA. Each of the regional offices has their own sales and service teams. The regional HQ locations also include sales and services leaders and executive management. Global HQ houses company executives for various departments, including sales and service.
Office hours are from 8:00 am to 6:00 pm. every day of the week except holidays, which have no work hours. This applies to all offices, using their local time zone. Third-party contractors handle work outside of normal work hours at a higher rate Field Service staff Contoso's service technicians around the world will be a combination of internal employees and third-party contractors.
* Pay type is Straight for regular work hours, and Overtime for work on holidays and after hours.
* All technicians have the capacity of handling just one job at a time, while supervisors can handle 2 jobs at a time.
Contoso's internal field service employees:
* Begin and end their workday at their home of record.
* Have a default office location / regional office.
* Are assigned to multiple territories.
All third-party contractors:
* Begin and end their workdays at their office location.
* Have a default office location / regional office.
* Are assigned to only one territory.
Dispatchers:
* Work at the Main office for their region
* Assigned to all territories in the region.
* Have privileges to customize their Schedule Boards.
All field service technicians will utilize the Field Service mobile app.
* Contoso employees will have full field service licenses, while third-party contractors will not.
* Field Service technicians will not have access to Leads. Opportunities or other sales-specific data.
* Dispatchers can see all data for their region, though they will mostly be scheduling for only one territory.
Contoso has several classes to distinguish the capability and training level of its field technicians. All work order bookings need to respect these classes and book resources accordingly.
Org structure setup
Contoso currently uses Dynamics 365 Customer Engagement for leads, opportunities, quotes and orders. There are currently 200 sales users in North America. 500 in Europe and 400 in the Asia-Pacific region.
The Contoso physical environment is structured in the following manner, with the roles noted.
Field Service structure
Contosos field service technicians respond to all installation work orders with two human resources:
* One licensed technician (Level 3). and...
* One apprentice technician. Apprentices can be either Level 1 (new trainee) or Level 2 (halfway through training).
In many cases installation work also requires the use of specialty tools, depending on what is being installed The current system does not have any way to track the level of skill for each resource, nor the uses for the specialty tools. This is handled as "tribal knowledge." Preventative maintenance work orders can be handled by one resource if they are a Level 2. If the resource is a Level 1. they must be accompanied by a Level 3 resource, and vice versa.
All field service technicians are required to complete OSHA training annually. In their first year of apprenticeship they must complete the full 40-hour course. In the next 2 years they must complete the 8-hour refresher course. This cycle repeats every 3 years for the duration of their employment.
In the current system, when a technician has finished with a work order, they turn in the paper copy with their notes to the dispatcher. The dispatcher then gives that information to a back-office employee, who will check the work order to ensure accuracy before creating an invoice. Contoso wishes to automate this exact process in the new system.
Customer base
About half of Contoso's customer base includes Not For Profit service organizations. The implications for billing are complex, so it's important that Tax Exempt Status be noted for all Accounts and flow through to all Work Orders. NFP Customers who are associated with government entities will pay for travel time; other customers will not. This information should flow from the Billing Account to all associated Service Accounts.
Most Contoso customers sign agreements for Preventative Maintenance. Contoso uses templates and incidents to ensure services standards are the same across all regions. Preventative Maintenance agreements include monthly inspection and quarterly cleaning and inspection, with billing occurring quarterly.
Remaining consistent
Contoso plans to keep the current data structure and extend it to the new Field Service functionality.
Field Service users will fall under the same organizational structure currently implemented for the sales staff.
* Field service technicians will only be able to see their assigned work orders and bookings.
* Dispatchers will be able to see all work orders and bookings for the region- Planned changes Contoso plans to implement Dynamics 365 Field Service with mobile access. They will be using incidents, work orders, bookings and invoicing. The following requirements were gathered during analysis:
1. Work Orders and Scheduling.
o Automated and suggestion-based scheduling.
o Scheduling based on required technician skills and number of technicians needed.
o Schedule resources based on location, minimizing travel time when possible.
o Technicians must be onsite within 3 hours of an emergency Work Order being assigned to them.
o The travel time should automatically update upon changing a booking.
2. Agreements
o Setup and create work orders, bookings and invoices for preventative maintenance with work orders automatically created 14 days before PM is due. o EscaJation of Work Orders based upon agreed customer commitment. o Ability to designate clients as Preferred, with special pricing.
3. Products and Services
o Warehousing and inventory management processes will be implemented, including tracking products moved onto trucks for installation at customer sites.
o Implement a parts return process that includes having a technician uninstall the part to be returned.
o Multiple price lists will be used, divided into Gold, Silver and Bronze levels, based on the spending level of each customer.
o Internal teams need the capability to associate a 3D image to a Customer Asset record.
o Products added to a work order should be set to Allocated.
4. Resources
o Implement Company Holidays for North American regions, o Implement Paid Time Off for all regions.
o Specialty equipment will be scheduled on work orders as needed.
o Training and skill levels will be noted as appropriate for resources.
5. System
o Geocoding will be activated throughout the system.
o Territories will be used for Accounts, Resources and Work Orders.
Technical Requirements
Contoso identified the following technical requirements:
1. Invoking
o Auto creation of invoices upon work completion.
o The system must track the price of resources based on holidays and after-hours scenarios at a rate of one and a half times the no*mal billing rate.
o Travel time is billable for all field service technicians, pay type Travel, which should be noted on all Service Accounts.
2. Resources
o Contractor technicians require access to work order and customer details once assigned to a booking.
o Dispatchers need a schedule board for their region(s).
3. Products and Services
o All parts that are removed from a customer's equipment must be returned to the Main warehouse.
o Products to be marked as Assets will be configured accordingly.
o All products that will become Assets require instalation by a technician.
o All products are received into the Main warehouse.
4. Work Orders
o The ability to have templates for work orders; The templates will provide guidance for technicians along with recommended products and default services.
o Once a work order is posted it should no longer show on views.
o Contoso will use the "out of the box" work order statuses to begin, though they may be changed in later phases of the project.
5. Scheduling
o Once a work order is scheduled, do not change the time.
o Work Orders scheduled to technician(s) who do not have the desired skill set and level should show a warning.
6. Security and access
o Safeguards must be in place for the data on the Field Service Mobile App if a technician loses his mobile phone or tablet device, o The Field Service Administrator needs the ability to update the defaults for the schedule assistant.
7. Accounts
o Any Service Accounts that do not have a Billing Account noted should show a warning, o Any Billing Accounts that do not have a Price List noted should show a warning.
NEW QUESTION # 90
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Passing the MB-240 exam is a requirement for obtaining the Microsoft Dynamics 365 Field Service Functional Consultant certification. Microsoft Dynamics 365 Field Service Functional Consultant certification demonstrates that an individual has the skills and knowledge necessary to configure, implement, and manage Dynamics 365 Field Service solutions for clients.
The MB-240 exam is intended for professionals who have experience working with Microsoft Dynamics 365 and are familiar with field service management concepts. You should have a good understanding of the features and functionality of the Field Service application, as well as the ability to configure and customize the application to meet specific business requirements.
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