MB-240 Microsoft Dynamics 365 Field Service

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 the Holiday Schedule. Does this meet the goal?. Yes. No.

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?. Yes. No.

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 and Work Hours. Does this meet the goal?. Yes. No.

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 Agreement Products 3) Set Booking Recurrence 4) Create Invoice Setup 5) Define Invoice Recurrence Does this meet the goal?. Yes. No.

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. No.

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) Set Booking Recurrence 4) Create Invoice Setup 5) Define Invoice Recurrence Does this meet the goal?. Yes. No.

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. Configure the Create CFS alerts from IoT Central Workflow within Dynamics 365. B. Create the IoT Connected Device connection role to link devices to customer assets. C. Register the device in Dynamics 365 Connected Field Service. D. Configure the Create CFS alerts from IoT Central within Microsoft Flow.

You are a Dynamics 365 for Field Service Administrator. You install and configure Connected Field Service with Azure IoT Central. Several of your connected devices sent alerts back to Dynamics 365 and work orders were created. However, the work orders were not sent back to Azure IoT Central. You need to resolve the issue. Which Action should you take to resolve the issue?. A. Configure the Microsoft Flow When a work order is created in Connected Field Service, update IoT Central. B. Create an IoT Command in Dynamics 365 to trigger an update in IoT Central. C. Configure the Dynamics 365 workflow When a work order is created in Connected Field Service, update IoT Central. D. Create an IoT action in Dynamics 365 to trigger an update in IoT Central.

You are a Dynamics 365 for Field Service consultant. One of your Dynamics 365 customers wants to decrease the number of repair appointments by sending fewer technicians onsite. You need to provide a recommendation of which solution your customer should use to achieve their request. What should you recommend?. A. Azure IoT Hub. B. Connected Field Service. C. Dynamics 365 for Field Service. D. Crew Scheduling.

DRAG DROP 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. Select and Place: Draft... Purchase Order / Billed... Purchase Order / Estimate... Agreement / Expired... Agreement / Traveling... Booking Status / In progress... Booking Status. Draft... Agreement / Billed... Booking Status / Estimate... Agreement / Expired... Agreement / Traveling... Booking Status / In progress... Purchase Order. Draft... Booking Status / Billed... Booking Status / Estimate... Agreement / Expired... Purchase Order / Traveling... Booking Status / In progress... Purchase Order.

Contoso, Ltd has just acquired a new company in order to increase the services it offers to its customers. Contoso, Ltd. wants to ensure that it is able to track all of the stages in its service management workflow, including the services offered by the new service company. You need to configure Dynamics 365 CE for Field Services to ensure that all of the necessary status values are configured correctly to track your company’s unique business process. Which action must you perform?. A. Edit the existing system status field values. B. Create the necessary sub-status values. C. Create the necessary system status values. D. Create the necessary service task values.

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. Resources. B. Work Order Types. C. Booking Rules. D. Incident Type.

DRAG DROP 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. Contractors in Territory A start... Contact Addresses / Contractors in Territory B do... Location Agnostic / Contractors in Territory A end... Organizational Unit Address. Contractors in Territory A start... Contact Addresses / Contractors in Territory B do... Location Agnostic / Contractors in Territory A end... Business Unit Address. Contractors in Territory A start... Resource Addresses / Contractors in Territory B do... Contact Addresses / Contractors in Territory A end... Business Unit Address.

Your company is expanding nationally. You need to configure tax codes for a new territory, so the company can start to operate in the new territory. You realize that you can identify which field service record types the tax code will be applied to. Which three Field Service record types are taxable within the new tax code? Each correct answer presents a complete solution. A. Agreements. B. Services. C. Purchase Orders. D. Products. E. Work Orders.

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. Product. B. Non Inventory. C. Inventory. D. Service.

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-Dispatcher. B. Field Service-App Access and Field Service -Resource. C. Field Service-Mobile User. D. Field Service-User.

DRAG DROP 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. Select and Place: Set up a Twilio account / Generate account SID and authentication token / Install a Twilio-managed solution / Obtain phone numbers / Configure SMS and IVR workflows. Set up a Twilio account / Configure Microsoft Flow Account / Install a Twilio-managed solution / Obtain phone numbers / Configure SMS and IVR workflows. Configure Microsoft Flow Account / Install a Twilio-managed solution / Configure SMS and IVR workflows. Configure Microsoft Flow Account / Install a Twilio-managed solution / Configure SMS and IVR workflows / Install a Twilio-managed solution.

DRAG DROP Your company has a requirement to use the out-of-the-box Resource types to categorize Active Bookable Resource types. The company wants to ensure easy Dynamics 365 upgrades as needed. You need to ensure that you only use the appropriate Resource types. Which types are available for your use? To answer, drag each description on the left to the appropriate column on the right. Each description 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. Resource Type... Account / Resource Type... User / Not Resource Type... Service Center / Resource Type... Equipment / Not Resource Type... Team. Resource Type... Account / Resource Type... User / Resource Type... Service Center / Resource Type... Equipment / Resource Type... Team. Not Resource Type... Account / Resource Type... User / Not Resource Type... Service Center / Resource Type... Equipment / Not Resource Type... Team.

You are a Dynamics 365 for Field Service Dispatcher reviewing automatically generated bookings for optimization of the schedule. You notice that, for certain customers, Work Orders are being generated without service tasks, products, or services, when they should have them documented from the Agreement. Which two of the following should you troubleshoot? Each correct answer presents part of the solution. A. Incident Type contains appropriate Service Tasks, Products, and Services. B. Incident Type field "Copy Incident Items to Agreement" is marked "Yes". C. Agreement Booking Setup field "Auto Generate Work Order" is marked "Yes". D. Agreement Booking Setup contains appropriate Service Tasks, Products, and Services.

DRAG DROP 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. Incident Types must have a Labor Hours record... Services / Incident Types must have 1 product brochure... Products / Incident Types must have a checklist for technicians to follow... Sevice Tasks. Incident Types must have a Labor Hours record... Characteristics / Incident Types must have 1 product brochure... Sevice Tasks / Incident Types must have a checklist for technicians to follow... Products.

DRAG DROP 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. Create and save all necessary products / Create and save all necessary service tasks / Create and save the incident / Add all service tasks for this incident / Add all product for this incident / Add all services for this incident / Add any appropriate notes for this incident. Create, save, and publish all necessary products / Create and save all necessary products / Create and save all necessary service tasks / Create and save the incident / Add all service tasks for this incident / Add all product for this incident / Add all services for this incident / Add any appropriate notes for this incident. Create and save all necessary service tasks / Create and save the incident / Add all service tasks for this incident / Add all product for this incident / Add any appropriate notes for this incident.

You are setting up a maintenance agreement for a new customer that will require preventative maintenance visits 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 accurately reflects the agreed upon price list. The price of the spare parts used in equipment repairs varies significantly by the territory where the client is located. As the work order administrator, you need to ensure that the prices used when generating the invoices for work 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 agreement that includes the price for products and services used. B. Add a regional price list to the work order product that includes the price for products and services used. C. Add a territory relationship to the work order that includes the price for products and services used. D. Add a regional price list to the work order type that includes the price for products and services used. E. Add a territory relationship to the agreement that includes the price for products and services used.

DRAG DROP 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. Create a requirement group template / Associate an incident type to the requirement group template / Add the incident type to a work order / Book the work order. Create a new requirement group template / Associate an incident type to the requirement group template / Add the incident type to a work order / Book the work order. Create a new requirement group template / Add the incident type to a work order / Book the work order.

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)?. A. Use Facility Scheduling. B. Use Multi-Resource Scheduling. C. Use Resource Crew Scheduling. D. Use Universal Resource Scheduling.

DRAG DROP You work for a digital billboard manufacturing company. When manufacturing is completed, the new digital billboards are shipped to a client site for installation. As the dispatcher for your company, you need to identify and schedule the different resources that are required to complete the installation of the digital billboard. The installation of a billboard is a complicated process and requires a large team of resources all with different skills. These installations occur frequently, so you want to dispatch the resources for installations as efficiently as possible. You need to configure multi-resource scheduling. Which three steps should you perform, in sequence, to enable the multi-resource scheduling? 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: Create a requirement group template / Create a new requirement group / Book the requirement group. Create a resource skills requirement template / Create a requirement group template / Create a new requirement group / Book the requirement group.

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 Resources Synchronization Timeout (in sec) setting within the Schedule Board Settings. B. Update the Load Default Filters on the Schedule Assistant. C. Update the Starting Location to Organization Unit within Schedule Board Settings. D. Update the filter on the Scheduler core tool tips view.

DRAG DROP 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. Select and Place: Create a Work Order View / Filter view where Work Order Priority equals Critical / Add view to Schedule Board. Create a Resource Requirements View / Filter view where Work Order Priority equals Critical / Add view to Schedule Board. Create a Resource Requirements View / Add view to Schedule Board.

You are a Dynamics 365 for Field Service scheduler using the Schedule Assistant. You notice the Schedule Assistant always sets the Default Radius to 25 KM. You need to have the schedule assistant Default Radius set to 50 Miles. Which two options should you choose? Each correct answer presents a complete solution. A. Set the Default Radius Unit to Miles under Field Service Settings, Work Order/Booking section. B. Set the Default Radius Value to 50 under Scheduling Parameters. C. Set the Default Radius Value to 50 under Field Service Settings, Work Order/ Booking section. D. Set the Default Radius Unit to Miles under Scheduling Parameters.

You are a Dynamics 365 for Field Service Administrator. You configure Route Scheduling Optimization (RSO) and publish the schedule. One of your schedulers indicates two of their resources are not getting work orders assigned. You need to determine reasons why the two resources are not assigned work orders through RSO. Which three options should you choose? Each correct answer presents a complete solution. A. Work Hours is not properly configured for days being optimized. B. Optimize Schedule field is not set to Yes. C. The Work Location field is not set to Onsite. D. Scheduling Method is not set to Optimize. E. Start Location and End Location fields are not the same.

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: Create new Booking Relationship. / Create a new Requirement Relationship. / Publish Customization. / Update the Booking Setup Metadata information. Create new Booking Relationship. / Create a new Requirement Relationship. / Update the Booking Setup Metadata information. Update new Resource Requirement Relationship / Create new Booking Relationship. / Create a new Requirement Relationship. / Update the Booking Setup Metadata information.