MB-240 Tested & Approved Microsoft Dynamics 365 Study Materials [Q113-Q137]

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MB-240 Tested & Approved Microsoft Dynamics 365 Study Materials

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NEW QUESTION # 113
Drag and Drop Question
Your organization recently implemented the Connected Field Service for Azure IoT Hub to remotely monitor IoT devices.
You need to register IoT devices from IoT Hub.
Which three steps should you 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:


NEW QUESTION # 114
Dispatchers at Contoso have access to a wide range of information because they often cover for each other within the region. However, for their normal dairy operations, they only need to be able to see resources in their territory.
The dispatcher needs to customize their schedule board to filter resources to their territory. What should the dispatcher do?

  • A. On the Filter & Map View window, select a Resource Type, then select Save Current Filters as Default.
  • B. Add a Booking Requirements tab.
  • C. In the Scheduler Settings, select one Territory.
  • D. On the Filter & Map View window, select a Service Territory, then select Save Current Filters as Default.

Answer: D

Explanation:
Topic 2, Litware, Inc
Company structure and resources
Litware, Inc. is a home improvement retail company with stores around the world. Litware, Inc. also offers various installation and repair services using both employees and subcontractors.
Litware, Inc. has stores located throughout the United States and Canada.
The company has three main types of stores, each offering a different combination of service personnel.
1. DIY Stores are retail and contractor stores with supply items for electrical, lighting, and other home improvement DIY projects.
* Delivery personnel pick up at the local warehouse for each store.
* Installers install major appliances.
2. Pro Stores offer design ideas for major home renovations.
* Designers are assigned to a department based on skills and expertise.
* Installers are assigned to a geographic region.
* Repair Technicians are all subcontractors.
3. Home Improvement Stores offer the convenience of purchasing items available in the DIY stores, but also include the expert design, installation and repair services offered in the Pro Stores.
* Designers are assigned to a department based on skills and expertise.
* Delivery personnel pick up at the local warehouse for each store
* Installers are assigned to multiple stores in a geographic region.
* Repair technicians are all subcontractors.
* Dispatchers are assigned to all territories in a region. Dispatchers assign repair and installation work to technicians based on skill.
All internal delivery, repair and installation employees will utilize the Field Service mobile app. Litware, Inc. employees have full-service licenses, while subcontractors do not K Regions Dispatchers can see all work request data for their region, including resources.

The Canadian regions are:

Data management structure
Litware, Inc. store employees can see data within their region. This is to provide better support of customers and stores within the regions. The current data access structure appears as follows:

Field Service difficulties
Typical job assignment is as follows:
* Appliance Delivery & Hookup: 2 resources - subcontracted out
* Landscaping: minimum 2 resources. 1 expert
* Carpeting: 2-3 resources
* Tile Flooring: 2 resources
* Kitchen Cabinets: 3 resources
* Hardwood Flooring: 2 resources
* Repairs: 1-2 resources
A spreadsheet tracks the skills and certifications earned by each internal employee. They are:

The Skill Proficiency Model used at Litware, Inc. is as follows;
1 - Novice
2 - Inexperienced
3 - Moderate Experience
4 - Experienced
5 - Expert/Certified
For each type of job, there must be at least one certified or highly experienced resource on the job. Their current system does not have a way to share technical documents and instructions with the technicians and have them review it while onsite.
All work is printed out and the provided to the resources. Contractors are currently emailed the job details to which they need to confirm availability. Contractors sometimes decline work. In some of these cases, the Litware, Inc. dispatch team does not react quickly to this information and the customer's work or delivery is delayed.
Customer base
Currently, all customer data are held in Dynamics 365 Finance and Operations (D365 F&O).
* Most store employees do not have access to this data as it is currently being implemented for backend features, such as inventory and invoicing.
* Designers and those scheduling can pull up a customer and their pending orders and installations, but they cannot see the payment details and terms.
85% of Litware's customers are households.
15% are construction-based companies that either purchase or hire Litware, Inc. for specific jobs.
* Most of these companies receive a 5-10% discount on supplies and 10% discount on labor.
Planned changes
Litware, Inc. plans to implement Dynamics 365 Field Service. The requirements gathered during analysis are:
Work Orders and Scheduling
* Scheduling based on resource skill, and number of required resources based on job type and duration.
* Preventative Maintenance emergency calls take priority over other types of jobs.
* Schedule resources based on location, maximizing total work hours and then minimizing drive time.
* All HVAC down jobs require a resource to be onsite at the customer location within 2 hours, per contract terms.
* Some high-end HVAC systems can tell the company when the system is experiencing issues. Alert dispatchers when this occurs if this feature is enabled and purchased.
* Set contractually obligated times for HVAC down jobs.
* Set reminders or see critical details to act on for a job.
* Ability to quickly book a job.
* Easily see when a resource is on Paid Time Off on the schedule board.
Service Contracts
* Set up and create a Preventative Maintenance (PM) type of contracts.
* PM contracts are only for HVAC systems. Semi-annual maintenance jobs should be created 30-days before they are to be scheduled.
* Preventative Maintenance
* Semi-annual inspections Discount on any required parts and additional labor.
* Include 24-hour emergency service calls at no-charge.
Extended Warranties
* Ability to setup and create an Extended Warranty type of contracts.
* Start when Manufacturer warranty ends.
* Can be purchased for 1, 2 or 3 years and include all parts and labor.
Products and Services
* Integration between D365 F&O and D365 Field Service.
* Implement a parts return process for any unused or defective part during an installation job.
* Multiple price lists will be used, based on region and customer type (retail, construction).
Resources
* Implement company holidays for US and Canada
* Implement various pay types based on OT, Weekends/Holidays, Travel and Regular Time.
* Implement Paid Time Off.
* Optimize resource schedules.
* Access to jobs assigned for the day.
* Specialty equipment scheduled on work orders as needed.
Technical Requirements
Invoicing
* Send Work Order details to D365 F&O when a job is completed, and after internal reviews are performed.
* 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 normal billing rate.
* Travel time is non-billable. Travel time should be captured as normal billing rate.
* A Delivery Fee of S75 is charged for each order.
* Subcontractor travel time is non-billable but is paid to the subcontractor company by Litware, Inc.
Resources
* Contractor technicians require access to work order and customer details once assigned to a booking. They do not have a license.
* Dispatchers need a schedule board for their region(s).
* Resources have access to view their skills, skill level and certification data.
o Certifications set to expire over the next 120 days should show highlighted in Yellow, o Certifications already expired will show in Red.
* Resources will be notified when they enter or leave a job, or are assigned a job for the day.
* Resource booking automatically updated when they enter job site.
* High priority jobs will send an alert to the resources' phone and send them a text message.
* Resources assigned to a job where their skill level = 1 will be assigned to an experienced resource for 3 months.
* Resources on the job can use their smartphone to call and obtain assistance.
* Resources can access documents either online or offline.
Products and Services
* All parts removed from a customer's equipment must be returned to the Main warehouse.
* All parts not used or deemed defective during an installation must be returned to the originating warehouse.
* All appliances and parts will become part of the customer record.
* All products are received into the Main warehouse and then distributed to van stock for delivery or installation.
* All assets that have an expired manufacturer warranty should show a notification.
Work Orders
* The ability to have templates for work orders. Templates will provide guidance for technicians, and recommend products and default services.
* Work Orders created from a PM contract need to have a status = Service Contract.
* Work Orders created from an Extended Warranty contract need to have a status = Extended Title Warranty
* All HVAC down work orders must be set to high priority.
* All emergency, and contractual Work Orders must be created, reviewed and dispatched within 1 hour. A technician must be onsite within 2 hours.
* All Work Orders created from a PM are non-billable.
* All Extended Warranty jobs must include a flat service fee of $75.
Scheduling
* High Priority work orders for HVAC down cannot be moved once scheduled.
* Work Orders scheduled to technician(s) who do not have the desired skill set and level should show a warning.
o If scheduled, it will send an approval record to the manager to approve the assignment. Approved are booked. Rejected are canceled and the dispatcher notified.
* Dispatchers will assign multi-day work orders, such as kitchen cabinets, bathrooms, landscaping, to the same group of resources for the duration of the work.
* All work orders for an existing asset, where the asset does not have an active manufacturer's warranty, or a valid extended warranty should show an alert upon scheduling.
* Resources should be optimized for high priority items, maximize their work hours and then minimize travel time.
Security and access
* Safeguards must be in place for the data on the Field Service mobile app if a technician loses his mobile device.
* Technicians in the field should only see work orders scheduled for today.
* Field Service administrators need the ability to update the defaults for the schedule assistant.


NEW QUESTION # 115
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 Security Roles for all Bookable Resources within Dynamics 365.
  • B. Set Enabled for Field Service Mobile to Yes for all Bookable Resources.
  • C. Update the Security Roles for the FSM project within Woodford.
  • D. Update the Priority for the FSM project within Woodford.

Answer: B

Explanation:
Section: Manage field service mobility
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/field-service-mobile-app-user-guide


NEW QUESTION # 116
Your organization recently started using the Universal Resource Scheduling feature. You enabled the Lead entity for scheduling.
You need to have a dedicated tab in the schedule board to see all the unscheduled leads.
Which four 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 # 117
You are a Dynamics 365 Field Service Administrator Your organization wants to use Incident Types with Work Orders.
You need to create and configure Incident Types based on the provided scenarios.
Which Incident Type feature should you use with each scenario? To answer, drag the appropriate Incident Type feature to the appropriate scenario. Each feature 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 # 118
You are implementing Microsoft Dynamics 365 Field Service for an organization.
The organization has a dispatcher who schedules resources across multiple time zones. The dispatcher requests for the resources categorized by time zone, so they could quickly schedule the appropriate resources and visualize multiple resources per time zone on the schedule.
You need to configure the schedule board to accommodate this request
Which three actions should you recommend be performed 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 - Ensure the appropriate time zone is set in the scheduler..
2 - Create one schedule board tab per time zone.
3 - Add the resources for the time zone to the schedule..


NEW QUESTION # 119
A work order has been created with Bharti Airtel as the Billing Account and Airtel Kolkata as the Service Account.
You need to determine the account where various work order information originates. The sheeted work order type and entitlement do not have any of this information.
Which account belongs to each piece of work order information? To answer, drag the appropriate account to the correct piece of work order information. Each account 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 content.
NOTE: Each correct match is worth one point.

Answer:

Explanation:

Explanation:
A close-up of a computer screen Description automatically generated


NEW QUESTION # 120
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 # 121
Your company uses Dynamics 365 for Field Service.
The company's inventory clerk goes to the bin location for electrical switches and discovers there are none in stock. However, the Field Service Inventory shows a quantity of one.
In which order should the required fields be entered to adjust the inventory to the correct amount? To answer, move the three appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Answer:

Explanation:

1 - Prouct
2 - Unit
3 - Quantity


NEW QUESTION # 122
Note: This question is part of a series of questions that present thesame scenario. Each question inthe series contains a unique solution that might meet stated goals. Some question sets might havemore 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, thesequestions 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 accuratelycapture 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 the Holiday Schedule.
Does this meet the goal?

  • A. No
  • B. Yes

Answer: A


NEW QUESTION # 123
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 Times tamp Frequency setting to Auto-Generate from Booking Timestamps
  • B. Set the Time Entry Generation Strategy setting to Auto-Generate from Booking Timestamps.
  • C. Set the Time Entry Generation Strategy setting to Per Booking Status Change
  • D. Set the Timestamp Frequency setting to Per Booking Status Change.

Answer: B,D


NEW QUESTION # 124
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 # 125
You are implementing a Microsoft Dynamics 365 Field Service solution for a client. The client is overwhelmed with all the options available in the site map.
The client wants one group called "My Work" with work orders, schedule board, accounts, contacts, and assets included.
What should you do before saving and publishing the model-driven app?

  • A. 1. Create a new model-driven app.
    2. Select Use existing solution to create the app.
    3. Select the Field Service site map.
  • B. 1. Create a new model-driven app.
    2. Select the site map designer.
    3. Add sub-area work orders, schedule board, accounts, contacts, and assets to "My Work."
    4. Remove all other groups and areas.
  • C. 1. Navigate to the app designer.
    2. Select Use existing solution to create the app.
    3. Remove all groups and areas other than "My Work."
  • D. 1. Navigate to the app designer.
    2. Select the site map designer.
    3. Remove all areas other than "My Work."
    4. Add work orders, schedule board, accounts, contacts, and assets.

Answer: B


NEW QUESTION # 126
You are setting up a maintenance agreement for a new customer that will require preventative maintenancevisits as well as emergency visits to repair unforeseen equipment failures.
You want to be certain that the price the customer is charged for all maintenance and repairs visits accuratelyreflects the agreed upon price list. The price of the spare parts used in equipmentrepairs varies significantly bythe territory where the client is located.
As the work order administrator, you need to ensure that the prices used when generating the invoices forwork completed are correct, based on the agreement with the customer and the territory of the customer.
What are three ways that you can accomplish this goal? Each correct answer presents a complete solution.

  • A. Add a regional price list to the work order type that includes the price for products and services used.
  • B. Add a territory relationship to the agreement that includes the price for products and services used.
  • C. Add a regional price list to the agreement that includes the price for products and services used.
  • D. Add a regional price list to the work order product that includes the price for products and services used.
  • E. Add a territory relationship to the work order that includes the price for products and services used.

Answer: C,D,E


NEW QUESTION # 127
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.
Does this meet the goal?

  • A. No
  • B. Yes

Answer: A

Explanation:
Set resource work hours is missing.


NEW QUESTION # 128
Drag and Drop Question
A customer wants work orders to have Service Level Agreements (SLAs) enforced for emergency high-priority work orders.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

Answer:

Explanation:


NEW QUESTION # 129
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:

Explanation:
A screenshot of a computer Description automatically generated


NEW QUESTION # 130
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, which publishes changes to a master project.
  • B. Create a project for each developer, each within its own Woodford solution.
  • C. Create a project for each developer, using security roles to identify what customizations are available for modification.
  • D. Create a Dynamics 365 solution for each developer, which publishes changes to the Woodford solution.

Answer: A


NEW QUESTION # 131
Your company implemented the Microsoft Dynamics 365 Field Service mobile app.
A dispatcher supervisor asks you to ensure that the booking statuses will match the business processes currently used by the field technicians. You will use out-of-the-box booking statuses to fulfill this need.
In which order should field technicians update their booking statuses? To answer, move all booking status fields from the list of booking status fields to the answer area, and arrange them in the correct order.

Answer:

Explanation:

Explanation:


NEW QUESTION # 132
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:

Explanation:


NEW QUESTION # 133
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 Resources Synchronization Timeout (in sec) setting within the Schedule Board Settings.
  • C. Update the filter on the Scheduler core tool tips view.
  • D. Update the Load Default Filters on the Schedule Assistant.

Answer: A


NEW QUESTION # 134
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:

1 - Create a Work Order View.
2 - Filter view where Work Order Priority equals Critical.
3 - Add view to Schedule Board.


NEW QUESTION # 135
You are a field service administrator for your company.
You review the Field Service administrator guide to understand how the status fields can support your company's business processes.
Which unique entity system status value matches with its Entity Type? To answer, drag the appropriate unique entity system status values to the appropriate Entity Type. Each unique entity system status value 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:

Explanation


NEW QUESTION # 136
You are implementing the Field Service mobile app for an air conditioning (AC) repair company, A field technician installed an AC unit at a customer location and completed the booking.
The technician now needs to create a follow-up work order in order to schedule the first service on the installed AC unit.
What will happen once the follow-up work order is created?

  • A. The work order will be available for scheduling by the dispatcher.
  • B. The system will auto-assign the work order to the same technician for a future date.
  • C. The technician will need to manually assign the work order to the dispatcher.
  • D. The system will auto-schedule the work order to the same technician to beam work immediately.

Answer: A


NEW QUESTION # 137
......


The Microsoft MB-240 exam is intended for individuals who have experience working with Dynamics 365 Field Service, including consultants, developers, and architects. MB-240 exam is also suitable for those who work in other areas of Dynamics 365, such as customer service, sales, and marketing, as the Field Service application is often integrated with these other modules.


Right Candidates for MB-240

The candidates who want to take MB-240 test know how to implement processes related to field service and they can design them together with external and internal teams. Also, they know how to configure the Field Service application administration areas and have the necessary experience to deploy solutions related to Connected Field Service. Another piece of recommended expertise that the candidates for this test should have focuses on the implementation of additional customizations according to the business requirements. To add more, previous knowledge of configuring and customizing Field Service application components is much appreciated. Also, applicants should be familiar with Field Service resources, incidents, inventory integration, resource scheduling, field service user roles, and Field Service Mobile application configuration.

 

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