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MB-240 Microsoft Dynamics 365 for Field Service Questions and Answers

Questions 4

A work order has been created with Bharti Airtel as the Billing Account and Airtel Kolkata as the Service Account.

You need to determine the account where various work order information originates. The sheeted work order type and entitlement do not have any of this information.

Which account belongs to each piece of work order information? To answer, drag the appropriate account to the correct piece of work order information. Each account 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 5

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 6

You need to use the Agreement function in Microsoft Dynamics 365 Field Service to automatically generate work orders and invoices. This configuration will be used for preventative and maintenance work.

You need to determine the configurations that are available for you to use in the Agreements setup.

Which three configurations are available? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Booking Recurrence specification

B.

Generate Work Order Days in Advance

C.

Auto Generate Work Order

D.

Resource Priority

E.

Auto Generate Booking Dates in 24 hours

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Questions 7

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 8

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 information.

Which three actions should you choose? Each correct answer presents a complete solution.

Options:

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.

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Questions 9

You are the lead consultant on a Dynamics 365 Field Service implementation (or a commercial landscaping company. Some jobs require landscape technicians to be scheduled on a job (or multiple days.

What are three ways technicians can be scheduled over multiple days? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

Options:

A.

Manually on the schedule board.

B.

Using Resource Scheduling Optimization (RSO).

C.

Creating a resource group on the Incident type.

D.

Using the scheduling assistant

E.

Scheduling multiple resources to multiple days.

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Questions 10

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.

Options:

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

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Questions 11

You are implementing the schedule board for a HVAC (heating, ventilation, and air conditioning) company. The company has two dispatchers in their own territories who only schedule resources within their territory.

You need to configure the schedule board so that each dispatcher only sees resources who belong in their territory, as well as work orders to be scheduled in their territory.

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.

Options:

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Questions 12

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.

Options:

A.

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

B.

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

C.

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

D.

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

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Questions 13

You are the lead consultant on a Dynamics 365 Field Service implementation. Your customer wants the system to be set up for inspections.

You need to implement an inspection lifecycle as it relates to a work order

In working with your customer, which live actions should you perform in sequence? to answer, move the five appropriate actions from the list of actions to the answer area Arrange the five actions in the correct order.

Options:

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Questions 14

A dispatcher asked you to customize Fulfillment Preferences in Dynamics 365 field Service to influence bow the schedule assistant displays results for single-day requirements

You need to create a fulfillment preference.

Solution: Add intervals and time groups together always resets intervals when time groups overlap, ensuring a consistent booking sequence.

Does this meet the goal?

Options:

A.

Yes

B.

No

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Questions 15

You need to create a purchase order for a tape dispenser machine.

You have:

1. created a purchase order,

2. added tape dispensers as products, and

3. submitted the purchase order.

You need to complete the order and receive the tape dispenser.

In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

Options:

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Questions 16

You are configuring work orders for technicians to complete the onsite service.

When a work order is completed, the customer needs to receive an invoice for the labor charge time spent by the technician to complete the service.

Which option should the technician use to enter their time spent?

Options:

A.

Field Service Product Type as Non-Inventory

B.

Work Order Service Task Type

C.

Work Order Incident Type

D.

Work Order Service

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Questions 17

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 18

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.

Options:

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Questions 19

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 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

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 22

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 23

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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Exam Code: MB-240
Exam Name: Microsoft Dynamics 365 for Field Service
Last Update: Nov 23, 2024
Questions: 196
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