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Exam MB-240: Microsoft Dynamics 365 for Field Service：https://www.microsoft.com/en-us/learning/exam-mb-240.aspx
Candidates for this exam are Microsoft Dynamics 365 Customer Engagement functional consultants with Field Service expertise.
Candidates are responsible for implementing solutions that manage resources that complete the field service lifecycle.
Candidates implement the field service processes designed in collaboration with internal and external teams. This collaboration includes configuring the default administration areas of the Field Service application,
deploying the Connected Field Service (IoT) solution and the mobile application, and implementing any additionally needed customizations. Candidates are responsible for the configuration and deployment of the Field Service application in conjunction with the core customer service application.
- Configure field service applications (20-25%)
- Manage work orders (15-20%)
- Schedule and dispatch work orders (20-25%)
- Manage field service mobility (10-15%)
- Manage inventory and purchasing (10-15%)
- Manage assets and agreements (10-15%)
Microsoft Certified: Dynamics 365 for Field Service Functional Consultant Associate: https://www.microsoft.com/en-us/learning/d365-functional-consultant-field-service.aspx
Microsoft Dynamics 365 for Field Service Functional Consultants configure the Field Service application, implement solutions that manage the field service lifecycle, and deploy the Connected Field Service (IoT) solution.
Required exams: Exam MB-200
Microsoft Dynamics 365 for Field Service Functional Consultant Associate MB-240 Exam Practice Questions
You are a Dynamics 365 for Field Service Billing Administrator. Your customer wants to purchase a series of quarterly
preventative maintenance visits as well as bi-weekly site visits.
The customer wants to be billed for the preventative maintenance quarterly but billed for the site visits monthly.
What are two ways that this can be completed against a single Agreement? Each correct answer presents a complete
A. Create Invoice Setup for preventative maintenance, with Invoice Products tied to Quarterly Price List.
B. Create Invoice Setup for preventative maintenance with Invoice Recurrence of every three months.
C. Create Invoice Setup for site visits, with Invoice Recurrence of each month.
D. Create Invoice Setup for site visits, with Invoice Products tied to Monthly Price List.
Correct Answer: BC
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
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
Correct Answer: B
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
A. Field Service-Dispatcher
B. Field Service-App Access and Field Service -Resource
C. Field Service-Mobile User
D. Field Service-User
Correct Answer: AB
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.
Correct Answer: BDE
You are a Dynamics 365 for Field Service scheduling coordinator.
You need to update the system to see TechnicianA\\’s availability. What should you do?
A. Set Enable for Availability Search to Yes on the TechnicianA bookable resource record.
B. Set Ignore Proposed Bookings to Yes on the Schedule Assistant view.
C. Set Real Time Mode to Yes on the Schedule Assistant view.
D. Set Display on Schedule Board to Yes on the TechnicianA bookable resource record.
Correct Answer: A
You are a Dynamics 365 for Field Service Mobile customizer.
Your mobile technicians indicate that when in offline mode, they do not have access to the same data set that is
available online. Offline mode contains less account and work order data, and users cannot see warehouses.
You need to determine which updates to make within the mobile project so that technicians can see the appropriate
Which three actions should you choose? Each correct answer presents a complete solution.
A. Update Synchronization setting to Always Full Sync.
B. Update entity Sync Filter.
C. Update View filters.
D. Update the Max Sync Records setting.
E. Update the entity Mode to Online and Offline.
Correct Answer: BDE
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
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.
Correct Answer: C
The company has hired a new manager to set up and configure Field Service to automatically schedule work orders to
the most appropriate resource scheduling.
The manager is unable to optimize requirements and bookings related to work orders.
Which three settings are required? Each correct answer presents part of the solution.
A. Assign the Field Service-Administrator security role to the RSO user.
B. Add the RSO dispatcher role to a dispatcher.
C. Enable Resource Scheduling Optimization.
D. Set Connect to Maps as Yes.
E. Add RSO to the profile Field Service-Administrator.
Correct Answer: CDE
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 quantity to transfer, then click transfer.
C. Enter the part number from the drop down, then click to transfer.
D. Select the From warehouse location, then select the To warehouse location.
Correct Answer: AB
You are a Dynamics 365 for Field Service Dispatcher reviewing automatically generated bookings for optimization of the
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
Correct Answer: BD
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.
Correct Answer: D
You are a Dynamics 365 for Field Service Administrator.
You need to add two compressor sub-components to one of the refrigerator customer assets, in the environment and
set up the sub-components for the customer asset.
What must you do to properly set up the assets?
A. Add the compressor sub-components as sub-assets on the refrigerator customer asset record.
B. Click View Hierarchy on the refrigerator customer asset record.
C. Set the Master Asset on the sub-components to the refrigerator Customer Asset record.
D. Add the compressor sub-components as customer asset records.
Correct Answer: A
You are a Dynamics 365 for Field Service Mobile (FSM) customizer.
Technicians report that they are not seeing their Bookings in the FSM app.
You need to investigate why they cannot see their bookings.
What are three actions you must take to perform your investigation? Each correct answer presents a complete solution.
A. Check Drip Scheduling setting on the Bookable Resource.
B. Check sync filter on Bookable Resource Booking View.
C. Check if sync filter on Bookable Resource entity is too restrictive for offline mode.
D. Check that FSM app is synching to server.
E. Check if sync filter on Bookable Resource Booking entity is too restrictive for offline mode.
Correct Answer: ACE
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