Passing the Microsoft MB-240: Microsoft Dynamics 365 Field Service exam is required for obtaining the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification. The candidates for this test should have competence in implementing Field Service processes developed in collaboration with external and internal teams. They also have the expertise in deploying and configuring Field Service applications with the major customer service applications.
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Step 1: Check Out Microsoft Documentation
Those individuals who are studying for this test should start by finding some reliable documentation to substitute their preparation process. There is no need to worry because Microsoft is a responsible vendor, which strives to make your certification journey quick and easy. In fact, there is no place more reputable and generous than the place where the exam has stemmed from. The official site is full of documentation that you can use. Therefore, you should visit the platform and find out exactly what the vendor has for you.
This subject area includes the details of the management of scheduling options, scheduling work orders with the use of Schedule Assistant and Schedule Board, implementation of scheduled Board and Schedule Assistant, as well as configuration of Resource Scheduling Optimization (RSO) and Universal Resource work orders.
Attempting the questions aligned to this section, the individuals need to be able to perform the installation and configuration of mobile apps, management of mobile projects, and modification of configuration settings.
The first topic tests your ability to configure general settings, service and product pricing, as well as field service applications. It is also important to have the skills in integrating other tools with Field Service, managing bookable resources, configuring characteristics and skills, as well as configuring geocoding.
This module includes the students’ ability to implement connected Field Service with IoT Hub and describe the use cases for IoT. It also includes the details of the management of security roles and identification of the use cases for IoT.
This area includes the evaluation of one’s skills in managing inventory, purchasing, and product returns as well as creating return merchandise authorizations. You need to know how to set up warehouses and inventory, create child assets, and finalize returns.
The second domain revolves around such technical skills as describing the work order lifecycle, creating and managing work orders, managing incidents, as well as configuring incident types, service task types, and requirement groups. The knowledge you should possess has to include your understanding of bookings and invoices as well.
Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
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| Section | Weight | Objectives |
|---|---|---|
| Manage Work Orders (20-25%) | 20-25% | - Process work order inspections and recommendations - Manage work order reporting and analytics - Configure work order lifecycle and statuses - Handle work order incidents and resolutions - Create and manage work orders - Manage work order products, services, and notes |
| Manage Inventory and Procurement (15-20%) | 15-20% | - Configure product inventory and item associations - Handle inventory adjustments and transfers - Process purchase orders and returns - Configure warehouse and inventory settings - Manage inventory levels and stock locations |
| Manage Field Service Mobile Application (10-15%) | 10-15% | - Manage mobile forms and workflows - Configure Field Service Mobile app settings - Handle offline capabilities and synchronization - Configure resource and technician mobile experiences |
| Scheduling and Dispatch (20-25%) | 20-25% | - Handle scheduling conflicts and rescheduling - Configure map view and route optimization - Schedule work orders using various methods - Optimize schedules using resource scheduling optimization - Configure schedule board and board features - Manage scheduling options and requirements |
| Manage Asset and Connected Field Service (5-10%) | 5-10% | - Manage asset IoT connections and monitoring - Process IoT alerts and work order creation - Configure IoT integrations and alerts - Implement connected field service scenarios |
| Configure Field Service (20-25%) | 20-25% | - Configure Field Service organizations and structures - Implement security roles and field service settings - Set up and configure resource characteristics and skills - Configure scheduling configurations and booking setup - Configure work order types and incident types - Set up and configure customer assets - Configure pricing, billing, and cost entities |
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