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

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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 Exam Format | MB-240 Course Contents | MB-240 Course Outline | MB-240 Exam Syllabus | MB-240 Exam Objectives

Candidates for this exam 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 Dynamics Practice Questions


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Openprise Introduces RevOps Data Automation Solutions for Microsoft Dynamics 365

Openprise, a provider of revenue operations data automation, today launched a set of solutions for Microsoft Dynamics 365 along with an enhanced solution for attribution.

These solutions are powered by the Openprise RevOps Data Automation (RDA) Cloud, an end-to-end data automation cloud for RevOps organizations that supports no-code data orchestration and workflow automation in a single cloud environment across the buyer journey.

"Openprise is proud to make available RevOps data automation solutions for Microsoft Dynamics 365. Today, it's clear RevOps is a business-critical requirement. Customer engagement occurs across multiple digital channels, making it challenging for revenue teams to access common data across multiple systems, such as campaign participation between Microsoft Dynamics and Marketo," said Ed King, founder and CEO of Openprise, in a statement. "With Openprise for Microsoft Dynamics 365, we can help sales, marketing, and customer success teams become more effective in leveraging data to drive decision-making and improve and automate operations."

"By combining the power of Openprise with Microsoft Dynamics, we are able to elevate our data quality to unlock the full potential of our customer data without the cost and complexity of custom code," said Drea Jordan, head of analytics and intelligence at Armanino, in a statement. "Openprise RevOps data automation solutions allow us to aggregate, clean, and unify our data from multiple systems to build a foundation of trustworthy data to automate processes for better insight into our programs and customers"

In addition to Microsoft Dynamics 365, the RDA Cloud and Openprise solutions integrate with Salesforce, Marketo, Oracle Eloqua, and more.

The Openprise attribution solution maximizes the power of the RDA Cloud to perform cleansing, standardization, deduplication, and mapping of all data to a lead, contact, or account. The solution aggregates multichannel data, defines custom attribution models, and dynamically calculates specific key metrics organizations need to answer more complex attribution questions.

Grid Dynamics Achieves Microsoft’s Advanced DevOps Specialization for Digital & App Innovation Partners

Key Takeaways:

  • Grid Dynamics has achieved Microsoft's Advanced DevOps Specialization for Digital & App Innovation Partners - further elevating the company's profile as a leading co-innovation partner for the Fortune 1000.

  • Obtaining Microsoft's Advanced DevOps Specialization positions Grid Dynamics as a priority partner in the Microsoft Partner Sales Channel and highlights the company's high service delivery standards - a valuable asset for supporting Grid Dynamics' GigaCube growth strategy framework.

  • Grid Dynamics' enhanced status within the Microsoft Digital & App Innovation Partner ecosystem highlights the company's GitHub capabilities and DevOps leadership skills, which are some of the most sought-after competencies helping enterprises increase innovation and shorten time-to-market.

  • SAN RAMON, CA / ACCESSWIRE / May 9, 2023 / Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) (Grid Dynamics), a leader in enterprise-level digital transformation services and solutions, announced today that it had achieved Microsoft's Advanced DevOps Specialization for Digital & App Innovation Partners. This specialization assures Microsoft Azure customers that Grid Dynamics meets the highest service delivery standards and prioritizes the company and its offerings in the Microsoft Partner Sales Channel.

    Grid Dynamics, Monday, May 8, 2023, Press release picture

    Grid Dynamics takes pride in its deep expertise in implementing DevOps practices and leveraging Microsoft's tools and technologies, such as Azure DevOps and GitHub, for application development and innovation, which is now officially recognized by obtaining Microsoft's Advanced DevOps Specialization. This required the company to obtain Microsoft DevOps Engineer Expert, GitHub Administration, and GitHub Advanced Security certifications, and have measurable performance with Microsoft customers, as well as extensive third-party review of the Grid Dynamics' DevOps practice and delivery experience.

    As DevOps is known to be one of the most challenging fields today, having the Advanced DevOps Specialization for Digital & App Innovation Partners helps Grid Dynamics stand out among the competitors and significantly increases its ability to assist customers in taking advantage of Microsoft programs. The achievement of this Advanced DevOps Specialization elevates Grid Dynamics' profile in the Microsoft Digital & App Innovation Partner ecosystem and serves as a testament to the company's high service delivery standards. Leveraging these specialized capabilities helps accelerate and drive innovation for our customers - one of the key pillars of Grid Dynamics' GigaCube growth strategy framework.

    Story continues

    "DevOps is one of the key modern application development capabilities for any enterprise looking to compete in the digital economy. This specialization recognizes Grid Dynamics' technical leadership in modern application development and application modernization. It says the Microsoft channel and its customers, if you want to increase your innovation speed, reduce time to value, and put new value in customers' hands all the time, then Grid Dynamics is your partner of choice," mentioned Pat Converse, Director of Microsoft Partnership in Customer Success at Grid Dynamics.

    About Grid Dynamics

    Grid Dynamics is a digital-native technology services provider that accelerates growth and bolsters competitive advantage for Fortune 1000 companies. Grid Dynamics provides digital transformation consulting and implementation services in omnichannel customer experience, big data, analytics, search, artificial intelligence, cloud & DevOps, and application modernization. Grid Dynamics achieves high speed-to-market, quality, and efficiency by using technology accelerators, an agile delivery culture, and its pool of global engineering talent. Founded in 2006, Grid Dynamics is headquartered in Silicon Valley with offices across the US, Mexico, UK, Europe, and India.

    To learn more about Grid Dynamics, please visit Follow us on Facebook, Twitter, and LinkedIn.

    Forward-Looking Statements

    This communication contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 that are not historical facts, and involve risks and uncertainties that could cause actual results of Grid Dynamics to differ materially from those expected and projected. These forward-looking statements can be identified by the use of forward-looking terminology, including the words "believes," "estimates," "anticipates," "expects," "intends," "plans," "may," "will," "potential," "projects," "predicts," "continue," or "should," or, in each case, their negative or other variations or comparable terminology. These forward-looking statements include, without limitation, quotations and statements regarding the benefits of achieving Microsoft's Advanced DevOps Specialization for Digital & App Innovation Partners, and our company's future growth.

    These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from the expected results. Most of these factors are outside Grid Dynamics' control and are difficult to predict. Factors that may cause such differences include, but are not limited to, any factors limiting product capabilities, the benefits of our achievements, our ability to grow our customers and our company's growth.

    Grid Dynamics cautions that the foregoing list of factors is not exclusive. Grid Dynamics cautions readers not to place undue reliance upon any forward-looking statements, which speak only as of the date made. Grid Dynamics does not undertake or accept any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements to reflect any change in its expectations or any change in events, conditions or circumstances on which any such statement is based. Further information about factors that could materially affect Grid Dynamics, including its results of operations and financial condition, is set forth under the "Risk Factors" section of the Company's quarterly report on Form 10-Q filed May [4], 2023 and in other periodic filings Grid Dynamics makes with the SEC.

    Media Contact:

    Cary Savas+1 (650) 523

    SOURCE: Grid Dynamics Holdings, Inc.

    View source version on


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