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Microsoft MB-240 : Microsoft Dynamics 365 for Field Service Exam

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Exam Number : MB-240
Exam Name : Microsoft Dynamics 365 for Field Service
Vendor Name : Microsoft
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MB-240 test Format | MB-240 Course Contents | MB-240 Course Outline | MB-240 test Syllabus | MB-240 test Objectives


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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Microsoft Field cheat sheet

Microsoft groups can now flip your telephone into a Walkie Talkie | MB-240 test Questions and braindumps

Microsoft has released a public preview of the teams Walkie Talkie app for iPhones to assist frontline worker's communicate. 

The teams Walkie Talkie app for Android has been available in preview for over a year now and came to Samsung Galaxy XCover seasoned contraptions late final year. The app gives push-to-speak (PTT) services for frontline employees, enabling members to talk one at a time, taking turns talking and listening.  

Microsoft is pitching the teams app as a substitute for workers carrying bulky committed PTT radios. Like an old school walkie-talkie, the Walkie Talkie app has a microphone button that users should press and cling to communicate, and then the user must free up the button to listen to the different speaker.  

SEE: 5G smartphones: A cheat sheet (free PDF) (TechRepublic)

"This push-to-speak event allows clear, instant, and at ease voice communication over the cloud, turning worker- or enterprise-owned iOS and Android smartphones and tablets right into a walkie-talkie," Microsoft talked about in a blogpost. 

yet another benefit is that clients don't deserve to agonize about frequency static that influences analog contraptions. It additionally presents a defend from crosstalk and eavesdropping and might work throughout significant geographic areas given that it works over Wi-Fi or cellular networks. 

Frontline or firstline workers are a key section in Microsoft's increase plans for Microsoft 365/ workplace 365. The section carries people who spend most of their time faraway from the desk, in the box or on factory flooring. 

as soon as installation, the Walkie Talkie app can be accessed from an icon within the navigation bar. clients can handiest connect to one channel concurrently, however they could switch channels to hear or talk on a distinct channel. The app indicates what number of people are presently connected to the channel. 

walkie-talkie.gif

walkie-talkie.gif

Microsoft

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