Certification Topics of MB-240 Exam PDF Recently Updated Questions [Q21-Q44]

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January 20, 2024

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Certification Topics of MB-240 Exam PDF Recently Updated Questions

MB-240 Exam Prep Guide: Prep guide for the MB-240 Exam

NO.21 Drag and Drop Question
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

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.

Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/multi- resource-scheduling-requirement-groups

NO.22 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 the 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 setting up assets for a customer.
The VP of Field Service wants to have greater visibility to all the serialized components of an asset in a hierarchical view.
Solution: You create Asset Properties to describe each component for viewing in a hierarchy.
Does this meet the goal?

Yes

NO.23 You need to create a purchase order for a thermal overload cooling fan for a refrigeration unit on the shop floor.
After creating a purchase order, what are the five steps, in sequence, for completing the order and receivingthe products? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

NO.24 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.

1 – Ensure the appropriate timezone is set in the scheduler settings.
2 – Create one schedule board atb per time zone.
3 – Add the resource for the time zone to the schedule board tab.

NO.25 Drag and Drop Question
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.

Explanation:
Resource Address: Uses the latitude and longitude associated with the corresponding record based on the resource type:
Resource type – user: Uses the latitude and longitude associated with the address defined on their Microsoft 365 user record.
Resource type – contact: Uses the latitude and longitude associated with the address defined on their Dynamics 365 contact record.
Resource type = account: Uses the latitude and longitude associated with the address defined on their Dynamics 365 account record.
https://docs.microsoft.com/en-us/learn/modules/configure-bookable-resources-urs-dynamics- field-service/3-define-bookable-resources

NO.26 Drag and Drop Question
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.
NOTE: Each correct selection is worth one point.

NO.27 Which types of products can be added to an agreement invoice?

all published products

published products where Field Service type is inventory or non-inventory

published products where Field Service product type is populated

only published products where the Field Service type is inventory

NO.28 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.

Set the Timestamp Frequency setting to Auto-Generate from Booking Timestamps

Set the Time Entry Generation Strategy setting to Per Booking Status Change

Set the Timestamp Frequency setting to Per Booking Status Change

Set the Time Entry Generation Strategy setting to Auto-Generate from Booking Timestamps

NO.29 Your client wants to build some workflows to automate certain approvals.
You need to enable Microsoft Power Automate flows in the Microsoft Dynamics 365 Field Service settings.
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.

Explanation

NO.30 What are the steps in the purchase order process?

Submit, Approval, Review, Receive, Bill

Submit, Approval, Receive, Bill

Draft, Approval, Submit, Review, Receive, Bill

Draft, Approval, Submit, Receive, Bill

https://neilparkhurst.com/2018/02/27/mb2-718-certification-microsoft-dynamics-365-customer- service-field-service-purchasing/

NO.31 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?

Yes

Section: Configure field service applications

NO.32 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 the 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 working with your customer to define their schedule board.
Your customer needs you to add or create additional views for their scheduling team.
Solution: Create a new view in the Bookable Resource Bookings Views. Then, edit or create a new tab on the schedule board, and update the Requirements Panel with the new view.
Does this meet the goal?

Yes

NO.33 DRAG DROP
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.

Explanation

NO.34 Drag and Drop Question
You need to create a requirement group for a work order.
Which three steps 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.

NO.35 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?

Yes

NO.36 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.

Product

Non Inventory

Inventory

Service

Explanation
https://docs.microsoft.com/en-us/dynamics365/field-service/configure-set-up-customer-assets Only products where Field Service Product Type is set to Inventory or Non-inventory can be added to work orders. Only those products can be automatically converted to customer assets. However, when manually creating a customer asset, you can add all products.
Topic 1, Contoso Case studyGeneral 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.

NO.37 Your company hires a consultant to help them determine the best way to efficiently dispatch the best technicians to customer sites.
The consultant suggests that for phase one, your company should use a proficiency model that includes four ratings:
In Training, rating 1 Familiar, rating 3 Proficient, rating 5 Expert, rating 7 You need to evaluate this proficient model.
Which three statements apply to this proficiency model? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

There are multiple proficiency models available “out of the box” and you must choose one of them.

This proficiency model can be created even though the ratings numbers have gaps.

This proficiency model would need to be created.

This information above is all that is needed to create a proficiency model.

This proficiency model cannot be created because the ratings numbers have gaps.

NO.38 You work for a recycling company that provides customers with large compactor units to collect their recyclable materials. The compactor units are comprised of two separate components: a container to collect the recyclable materials and a separate component that compacts the recyclable materials to make them easier to transport.
These containers are expensive, and the components tend to break down frequently, requiring ongoing maintenance and repairs.
You need to easily track the containers that your company has at each client location and maintain a service history for each of the sub-components.

Configure the customer asset records hierarchically, and maintain service history at the sub-component level.

Configure the customer inventory records individually, in order to maintain the service history at the parent component level.

Configure the customer inventory records in a hierarchy, and maintain service history at the sub-component level.

Configure the customer asset records hierarchically, and maintain service history at the service account level.

Section: Manage assets and agreements
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure-set-up-customer-assets

NO.39 You are managing a Microsoft Dynamics 365 Field Service implementation with model-driven apps for each workstream. Users are reporting that they see all workstream model-driven apps when they log into Dynamics
365, even though only a single workstream is relevant to their work.
You need to configure the model-driven apps to ensure users can only see the single model-driven app relevant to their work.
What should you do?

Ensure each model-driven app is saved with all security roles applied, and each user is only given the security role relevant for their workstream.

Ensure each model-driven app is saved with the workstream security roles applied, and each user is given the system administrator security role.

Ensure each model-driven app is saved with the workstream security roles applied, each user is only given the security role relevant for their workstream.

Ensure each model-driven app is saved with the workstream security roles applied, and each user is given the system customizer security role.

NO.40 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 toautomatically generate work orders based on agreements, and send invoices on a recurring basis bycustomer.
Solution: You implement the following configuration changes.1) Create Agreement
2) Define Agreement Products
3) Set Booking Recurrence
4) Create Invoice Setup
5) Define Invoice Recurrence
Does this meet the goal?

Yes

NO.41 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.

Connect to Maps in Resource Scheduling.

Configure the map on the Schedule Board.

Set Auto Geo Code Addresses to Yes in Resource Scheduling.

Set Auto Geo Code Addresses to Yes in Field Service Settings.

NO.42 You work for a recycling company that provides customers with large compactor units to collect their recyclable materials. The compactor units are comprised of two separate components: a container to collect the recyclable materials and a separate component that compacts the recyclable materials to make them easier to transport.
These containers are expensive, and the components tend to break down frequently, requiring ongoing maintenance and repairs.
You need to easily track the containers that your company has at each client location and maintain a service history for each of the sub-components.

Configure the customer asset records hierarchically, and maintain service history at the sub-component level.

Configure the customer inventory records individually, in order to maintain the service history at the parent component level.

Configure the customer inventory records in a hierarchy, and maintain service history at the sub-component level.

Configure the customer asset records hierarchically, and maintain service history at the service account level.

Section: Manage assets and agreements
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure-set-up-customer- assets

NO.43 Drag and Drop Question
You company wants to enable their sales managers to use agreements by making it an integral part of their sales life cycle.
You need to enable agreements to be used with Microsoft Dynamic 365 Sales process from Lead to Order.
Which four actions 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.

NO.44 You are a Dynamics 365 for Field Service administrator for a construction company.
You need to schedule a work order for a group of resources that will work together for a set number of days, week, or months.
How should you achieve the goal without scheduling the same requirements multiple times manually by using the schedule board (or with the schedule assistant)?

Use Facility Scheduling

Use Multi-Resource Scheduling

Use Resource Crew Scheduling

Use Universal Resource Scheduling

A group of resources will work together for a set number of days, weeks, or months.
https://docs.microsoft.com/en-us/dynamics365/field-service/resource-crews

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Microsoft Dynamics 365 Field Service Functional Consultant certification exam, also known as MB-240, is designed for individuals who specialize in implementing and configuring Microsoft Dynamics 365 Field Service solutions. It validates the skills and knowledge required to perform functional tasks such as configuring and managing the Field Service application, implementing and managing asset management, and managing work orders and inventory.

2024 New Preparation Guide of Microsoft MB-240 Exam: https://www.dumpstests.com/MB-240-latest-test-dumps.html