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Exam Number : MB-240
Exam Name : Microsoft Dynamics 365 for Field Service
Vendor Name : Microsoft
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Candidates for this test 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 additional needed customizations. Candidates are responsible for the configuration and deployment of the Field Service application in conjunction with the core customer service application.
Candidates must have knowledge of how to configure and customize components of the Field Service application, including configuring services, resources, characteristics, incidents, inventory integration, service agreements, resource scheduling, work orders, service tasks, field service user roles, field service settings, the Connected Field Service (IoT) solution, and configuration of the Field Service Mobile app.
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%)
Configure field service applications (20-25%)
Configure general settings
determine and configure field service security roles
determine and configure resource scheduling options
identify and configure field service entities
determine and configure product and service categories
configure territories, postal codes and organizational units
determine and configure skill types
configure characteristics and skills
configure proficiency models
implement resource roles and categories
set defaults for work orders, bookings, the schedule board, and agreements
Configure product and service pricing
create a product or service
configure minimum charge amount and duration
add products and services to incidents
determine when a product has a default list price and a work order price list
associate products and services with price lists
define tax codes
set up price list validity dates
Configure bookable resources
manage bookable resources
enable mapping functionality
configure geocoding
define start and end locations for resources
define work hours for resources
set up bookable resource categories, characteristics, and resource pay types
set up bookable resource territories
set up resource pools and crews
Integrate other tools with Field Service
determine uses for Remote Assist
benefits of using Resource Scheduling Optimization
benefits of Connected Field Service
using Push Notifications on the mobile app
Manage work orders (15-20%)
Describe the work order lifecycle
configure work orders, work order types, and priority
configure work order lifecycle stages
configure booking status and work order status values
configure uses and capabilities for billing accounts, service accounts, and sub-accounts
Create and manage work orders
create a work order from an incident or an opportunity
add status and sub-status information to a work order
organize work orders and resources by geography
associate a work order and a price list
identify processes to close a work order
Manage incidents
configure incident types
configure service task types
add service tasks, products, and services
configure Requirement Groups
attach Guides to Service Tasks
Schedule and dispatch work orders (20-25%)
Manage scheduling options
schedule work orders using Schedule Board and Schedule Assistant
determine when to use each scheduling option
enable scheduling board geocoding
manually schedule work orders
reassign and reschedule work orders
move incomplete work orders
understand resource utilization
Implement the Schedule Board
identify features and uses for Booking Requirements view
implement the integrated map feature
create additional schedule boards
configure schedule boards
customize the schedule board
define booking rules
facility Scheduling
Implement the Schedule Assistant
apply constraints to resource queries
filter data
specify a search radius
Configure Resource Scheduling Optimization (RSO)
create optimizing profiles
define objectives and constraints
configure optimization of resources
geocoding for travel time
Configure Universal Resource Scheduling
determine Universal Resource Scheduling use scenarios
components of Universal Resource Scheduling
configure URS for field service
fields passed from work order to requirements
create requirement views
configure an entity to be schedulable
Manage field service mobility (10-15%)
Install and configure the mobile app
configure actions that field agents can perform
configure the mobile app
configure display customizations
assign security roles
administer connected devices
integrate with Dynamics 365 Guides
add Guides to HoloLens app
Manage mobile projects
identify project artifacts that can be modified or edited
modify configuration settings
publish a mobile project
Mobile Device Management, security and synchronization
Manage inventory and purchasing (10-15%)
Manage inventory
set up inventory and warehouses
view product inventory
adjust inventory levels
transfer inventory
determine when to integrate inventory with Enterprise Resource Planning application
Manage purchasing and product returns
determine the purchase order process
create purchase orders
create a list of receivable products for a purchase order
determine product return options
create return merchandise authorizations (RMAs) and return to vendor (RTV)
finalize returns
Manage assets and agreements (10-15%)
Create and manage agreements
determine when to use agreements
define and configure agreement preferences and settings
configure automatic generation of bookings
configure automatic generation of invoices
define Service Level Agreements (SLAs)
enable SLAs
add an SLA to a Work Order
using Entitlements
Manage customer assets
create and register customer assets
configure products to auto-create customer assets
associate work orders with customer assets
create child assets
determine opportunities for Internet of Things (IoT)
configure Connected Field Service
manage IoT devices
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