Free MB-240 Sample Questions — Microsoft Dynamics 365 for Field Service

You are advising your customer on how to configure their territories. You need to identify the options that are related to territories during the configuration. Which three relationships are available? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

• A. Territory Hierarchies
• B. Accounts
• C. Contacts
• D. Postal Codes
• E. Resources

You are a dispatcher for Dynamics 365 Field Service. You schedule a resource to a work order using the schedule board. The resource appears available, but informs you they put in a Time Off Request for that period. Which two options are potential reasons why the resource appears available, but informs you they are not available? Each answer represents a complete solution.

• A. The schedule board is not syncing with the resource’s schedule
• B. Time off request is Inactive
• C. Time off request has not been approved
• D. The time zone for the resource is set incorrectly

The ability to work offline with a mobile device is key requirement for your customer. You need to ensure entities and fields are available for offline use. What should you do?

• A. Access the Offline Profile from the Mobile section in Customizations
• B. Unpublish the offline profile, update the security roles, save, and republish the offline profile
• C. Access the Microsoft Power Platform admin center to make changes in the Mobile Configuration section for Offline functionality
• D. Update the mobile offline profile to include the correct Field Service security roles

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?

• A. Add inspections to customer assets
• B. Add inspections to a crew
• C. Add inspections to cases
• D. Add inspections to a field technician

You recently created a new schedule board tab. You need to ensure that only a subset of users can view this new tab. Which two actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

• A. Ensure the schedule board tab is configured to be shared with specific people
• B. From the schedule board setting, ensure the record is shared with the appropriate users or teams
• C. From the schedule board setting, email the record link to the appropriate users or teams
• D. Ensure the users have the proper security role

You are implementing Dynamics 365 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 to the customer?

• A. Update the Starting Location to Organization Unit on the Bookable Resource
• B. Update the Resources Synchronization Timeout (in sec) within the Scheduling Parameters
• C. Update the filter on the Scheduler resource tool tips view
• D. Update the Load Default Filters on the Schedule Board

You are in the process of setting up calendars and working hours in Dynamics 365 Field Service. You are setting up working hours templates. What are three capabilities of using working hours and calendars in Dynamics 365 Field Service? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

• A. template resource can be assigned to the bookable resource so that the working hours will match
• B. Working hours can either be set on a bookable resource view or on the resource record
• C. The same set of working hours can be assigned to multiple resources
• D. Asset resource types lack the ability to track working hours
• E. template resource is available to be assigned to a working hours template

Your organization wants to use Connected Field Service for Azure IoT Hub to remotely monitor IoT devices and address issues faster to reduce downtime. As part of the implementation, you install the Connected Field Service solution and configure it to use Azure IoT Hub. You discover that you are unable to register IoT devices. You need to determine why. What are two reasons that could be causing this issue? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

• A. The Connected Field Service solution was installed incorrectly
• B. Prerequisites for the Azure subscription are incomplete
• C. Dynamics 365 is disconnected from Azure
• D. Azure is offline

You are installing and setting up the Remote Assist model-driven app for your customer. You need to advise the customer on the actions available in the model-driven app. Which three actions can be taken in the model-driven app? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

• A. Invite an external user to join a one-time call
• B. Create asset records
• C. Assign Remote Assist licenses
• D. Enable the Remote Assist Calls Dashboard
• E. Enable Remote Assist offline storage capacity
• F. Assign Remote Assist security roles

You are implementing a Microsoft Dynamics 365 Field Service solution for a customer who has the Field Service Dispatcher security role. You recently built a custom work order form, but the customer is having trouble viewing it when they log into Dynamics 365. You confirm that the form is set to Display to Everyone, but the customer is still not able to see the form. You need to resolve this issue. What should you do before selecting Save and Publish?

• A. 1. Navigate to the app designer. 2. In the site map designer, ensure the work order area is present
• B. 1. Navigate to the app designer. 2. Under the work order, ensure the custom form is set to be visible
• C. 1. Navigate to the work order form. 2. Select Enable Security Roles 3. Ensure Enabled for Fallback is selected
• D. 1. Navigate to the work order form. 2. Select Enable Security Roles and Display to only these selected Security Roles 3. Ensure the Field Service Dispatcher role is applied to the form

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.

• A. This proficiency model would need to be created
• B. This proficiency model can be created even though the ratings numbers have gaps
• C. This proficiency model cannot be created because the ratings numbers have gaps
• D. This information above is all that is needed to create a proficiency model
• E. There are multiple proficiency models available “out of the box” and you must choose one of them

Your organization recently implemented Microsoft Dynamics 365 Field Service. In preparation for user training, you created two new tabs on the schedule board, and configured them based on the line of business. You need to ensure that users know how to control access to those newly created tabs. Which three sharing options are available for the tabs? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

• A. Available to all schedule board viewers
• B. Available only to the user who created it
• C. Available only to the users with Field Service dispatcher security role
• D. Available only to the users with Field Service administrator security role
• E. Available only to specified users

Your company is currently using a fixed duration for a job type while scheduling work orders. This causes cascading delays, resulting in lower utilization of the resources. To address this issue, you propose the use of predictive work duration (powered by AI) to help provide more realistic durations. You need to advise the management team on the factors dispatchers can use to predict the duration of any given booking or requirement. Which three factors can be used? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

• A. SLA
• B. Time-related changes
• C. Incident Type
• D. Customer Agreement
• E. Customer (service account)

A customer just signed a contract for a 20% discount on all parts and labor for the next year based on a preset price list. You need to ensure this customer receives the appropriate discount on all work order parts and labor. Which two actions should you perform in Dynamics 365 Field Service? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

• A. Create an agreement with the applicable invoice terms
• B. Create an entitlement with the applicable entitlement terms and field service details
• C. Create an agreement and service-level agreement with the applicable invoice terms and escalation point
• D. Create a price list with the appropriate products, services, and pricing discounts

You need to configure the Microsoft Dynamics 365 Field Service mobile app to provide field technicians with access to custom entities. What should you do?

• A. Go to the mobile offline profile, and add the entity
• B. Create a new role and assign it to the technicians
• C. Add the entity to the site map of the Field Service mobile model-driven app
• D. In the mobile offline profile, add a custom data filter to the entity

You are implementing Dynamics 365 Field Service for a generator maintenance organization. You need the dispatcher to describe the ways to create a work order from another record associated in Field Service. In which three record tables can a work order be created? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

• A. Quote
• B. Agreement
• C. Schedule Board
• D. Opportunity
• E. Asset
• F. Case

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.

• 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

You are a field engineer for a windshield replacement company. You did not complete all your tasks on your work order. You need to schedule time for the next day. What should you do?

• A. From the bookable resource booking, select Child Work Order and save the new work order
• B. From the work order, change the sub-status to "Not Completed"
• C. From the schedule board, select the booking, then select Move to another day
• D. From the work order, select Follow up and save the new work order

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

• 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

Your company decided they want the Field Service territory structure to match that of the already defined sales territories within Dynamics 365. This would allow reporting by territory on the Sale and related warranty work on products in a specific territory. It will also allow scheduling of resources based on location. You have been tasked with setting up the territories to allow for scheduling work and filtering by technicians. Which two pieces of information must you provide when setting up Territories so work can be scheduled to the appropriate technicians? Each correct answer presents part of the solution.

• A. Users assigned to one or more territory
• B. Territory Name
• C. Territory Manager
• D. Bookable Resources assigned to one or more territory