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MB-240 Sample Questions Answers

Questions 4

As part of the Microsoft Dynamics 365 Field Service implementation, your company wants to track the time that technicians spend on work orders and other scenarios. The company wants to be able to report on utilization and billing.

You need to advise on the ways time entries can be created in Field Service.

What are three possible ways? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point

Options:

A.

Automatically for Work Order bookings

B.

Automatically for bookings related to Custom Entities

C.

Manually for Custom Business Processes

D.

Automatically for Time-off requests

E.

Automatically for bookings related to Cases

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Questions 5

You are implementing a Microsoft Dynamics 365 Field Service solution for a client.

The client needs to be able to view the Parent Asset and Master Asset when the Primary Incident Customer Asset is associated to a work order. The asset data should nor be stored directly on the work order. It should only be visible when the Customer Asset is selected.

Solution:

1. Create the Parent Asset and Master Asset on the work order.

2. Use a business rule to populate the fields from the Customer Asset.

Does this meet the goal?

Options:

A.

Yes

B.

No

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Questions 6

Your organization uses Microsoft Dynamics 365 Connected Field Service with Microsoft Azure loT Hub to manage its loT devices.

The device management team reports an issue where they are unable to register devices since the start of their day.

You need to troubleshoot this issue.

What are the two main reasons for this issue? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Azure is offline.

B.

The Service Administrator security role is missing in Azure.

C.

Dynamics 365 still needs to be connected to Azure.

D.

The loT Administrator security role is missing in Dynamics 365.

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Questions 7

Your company enabled automatic time entries for all technicians.

You need to explain to the dispatchers when the time entry actuals will be created in the work order process.

In which work order status will this occur?

Options:

A.

On Break

B.

In Progress

C.

Closed-Posted

D.

Completed

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Questions 8

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?

Options:

A.

On the Filter & Map View window, select a Service Territory, then select Save Current Filters as Default.

B.

On the Filter & Map View window, select a Resource Type, then select Save Current Filters as Default.

C.

In the Scheduler Settings, select one Territory.

D.

Add a Booking Requirements tab.

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Questions 9

Contoso has asked that you create several work order types to meet their Requirements and Planned Changes.

Of the many work order types requested, which three should you create? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Installation

B.

Agreement

C.

Returns

D.

Inspection

E.

Preventative Maintenance

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Questions 10

A dispatcher in Indianapolis. Indiana receives an emergency service call on July 4 and assigns the booking to a third-party contractor, attaching the emergency SLA. The contractor receives notification of the work order and travels from his home to the job site, arriving 3.5 hours after the work was assigned.

The contractor works for 2 hours, installing 2 new identical chillers, which need to be added to the customer's annual maintenance agreement. The contractor fills in product usage and notes, gets the client's signature, and then changes the booking status to Completed

A back office employee needs to look at the work order to ensure accuracy, then change the status to Posted.

When performing a quality check, what will the back office employee expect to see as a result of this service call? To answer, drag the appropriate record type to the correct statement. Each record type 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.

Options:

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Questions 11

You are managing your organization's assets.

You need to give your organization's technicians better visibility on their locations in order to reduce travel time and time spent searching for the asset when the technicians arrive on site.

How should you structure the system to manage this request?

Options:

A.

Use asset properties to provide location details.

B.

Attach a functional location to each asset.

C.

Create a detailed service account tree.

D.

Create a custom entity to house asset location details.

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Questions 12

Your client recently started using the inspections functionality in Microsoft Dynamics 365 Field Service. The client has many instances where work orders are not required for carrying out inspections. You need to provide a solution so that field technicians can carry out inspections without work orders. What should you do?

Options:

A.

Add inspections to a field technician.

B.

Add inspections to customer assets.

C.

Add inspections to a crew.

D.

Add inspections to cases.

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Questions 13

You are Dynamics 365 for Field Service Administrator and work for a manufacturing company. The company provides customers with large power systems for sophisticated data centers. The power systems are serviced by a field engineering team.

The field engineering team documents work done on repairs and maintenance by completing Work Orders within Dynamics 365.

You need to easily schedule work orders for the field engineering team via the schedule and enable geocoding.

Which two steps must you take to schedule resources via the schedule board and enable geocoding? Each

correct answer presents part of the solution.

Options:

A.

Connect to Maps in Resource Scheduling.

B.

Configure the map on the Schedule Board.

C.

Set Auto Geo Code Addresses to Yes in Resource Scheduling.

D.

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

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Questions 14

You are a Dynamics 365 for Field Service Administrator.

You have a requirement to make a custom attribute "Contract Status" required and to not allow invalid data to be entered in the attribute.

What are three ways that you can make an attribute required on a form within the Dynamics 365 for Field Service Mobile App and ensure invalid data cannot be entered? Each correct answer presents a complete

solution.

Options:

A.

Create an OnSave rule, and display a message to the user if the specific field does not meet the required

conditions.

B.

Create an OnChange rule, and set a simple validation for a field to check whether the field contains data.

C.

Create an Option Set with all possible options for the attribute.

D.

Create an OnChange rule to highlight a field when it does not contain correct field data.

E.

Create an OnSave rule to check any field's data, but without highlighting the field when the condition is not met.

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Questions 15

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 each serialized component as a sub-asset to its parent asset.

Does this meet the goal?

Options:

A.

Yes

B.

No

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Questions 16

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.

Options:

A.

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

B.

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

C.

This proficiency model would need to be created.

D.

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

E.

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

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Questions 17

Your company’s inventory clerk is using the Returning to Vendor feature in Dynamics 365 for Field Service to process a customer's request to return a wheel that is the wrong size.

The clerk needs to understand the different tracking options for returning to the vendor.

Which actions correspond with track the return and which actions correspond with another return to vendor option? To answer, drag the type of return to the action. Each type or return 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.

Options:

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Questions 18

A new service technician was recently hired on at Litware, Inc. and is assigned to the HVAC team. The service technician is still learning about the job and the units the company sells and services.

The service technician has been assigned to a repair work order for a unit. Upon arrival and inspection, the service technician turns off the one circuit breaker to the unit, but is not sure what should be done next. The service technician makes a phone call to the internal help team, but they aren't sure how to provide guidance as they cannot see what exactly the service technician is looking at and the service technician cannot describe it.

What should the company implement to handle this sort of issue?

Options:

A.

Microsoft Dynamics 365 Guides

B.

Microsoft Dynamics 365 Remote Assist

C.

Microsoft Teams

D.

Resource Scheduling Optimization

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Questions 19

Litware, Inc. designers sometimes have to schedule an experienced technician and trainee to go out to a customer's home to take measurements.

One of their customers, wants a kitchen and bathroom remodel completed during the same timeframe. The customer has asked for Litware, Inc. to have both measurements completed at the same time.

Currently, Litware, Inc. does not any technicians with both kitchen remodeling and bath remodel skills. Litware, Inc. wants to use the new Quick Book functionality to schedule multiple resources to this work order.

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.

Options:

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Questions 20

During requirement and design discussions, Litware. Inc. Subject Matter Experts (SMEs) discuss a specific scenario.

A customer purchases an HVAC system along with a 1-year service contract and a 3-year extended warranty. After 9 months, the system shuts down and the customer cannot get it started back up. The customer calls into Litware, Inc. to inform them the system is down and he needs a service technician to come out to fix the unit.

The SMEs want to know which functionality within Dynamics 365 Field Service can handle the scenario.

Which configuration steps should you take in each of the categories listed? To answer, drag the appropriate configuration to the correct category in the answer area. Each element 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.

Options:

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Questions 21

All delivery charges must be automatically added to any Delivery work order, and the price must be set and locked. The delivery charge must be set up in a way so that it is invoiced upon delivery completion.

Which three steps should you take to set up the invoice? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

Options:

A.

Create a Delivery Charge Product Record. Set Field Service Product Type to Service.

B.

Create a business rule to set the Delivery Charge work order product record line status to Used, and ensure Unit Amount is 75.00 Make Quantity and Amount fields read only

C.

Add the Delivery Charge product to the delivery incident type. Set Quantity to 1

D.

Create a Delivery Charge Product Record. Set Field Service Product Type to Non-Inventory.

E.

Create a business rule to set the Delivery Charge work order service line status to Used, set Duration to 1 hour and Amount to $75.00. Make Duration and Sale Amount details read only with the business rule.

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Questions 22

Litware, Inc. needs your company to suggest a best practice for implementing multi-resource work order scheduling for kitchen cabinet installation jobs, that includes a new, inexperienced technician.

In addition, they need a resource skilled in cabinet installation and cabinet resurfacing.

Using the requirements provided, 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.

Options:

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Questions 23

You are a Microsoft Dynamics 365 Field Service dispatcher. A customer's work order has a particular characteristic and time requirement that is different from most other work orders. You need to be shown the most suitable resources, and manually book the one that matches the customer's requirements. What should you do?

Options:

A.

Schedule by using drag and drop on the Schedule Board.

B.

Schedule by using the Schedule Assistant.

C.

Schedule the using Resource Scheduling Optimization.

D.

Schedule by building a rule to automatically assign the customer-preferred resource.

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Questions 24

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.

Options:

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.

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Questions 25

Your company uses Microsoft Dynamics 365 Field Service to schedule work orders.

One of the field service operations managers needs to understand when the different resource types should be scheduled.

You need to provide the manager with a matrix of when you should schedule the various resource types on a work order.

What are the resource types you should use for each scenario? To answer, drag the appropriate resource type to the appropriate scenario. Each resource type 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 match is worth one point.

Options:

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Questions 26

You need to create a requirement group for a work order.

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.

Options:

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Questions 27

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.

Options:

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.

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Exam Code: MB-240
Exam Name: Microsoft Dynamics 365 for Field Service
Last Update: Feb 1, 2025
Questions: 196
$70  $174.99
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