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

Questions 4

You need to create a Preventative Maintenance Agreement that meets Contoso standards and requirements.

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.

MB-240 Question 4

Options:

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Questions 5

You need to add a control to display the required information for all assets to the custom page. Which control should you use?

Options:

A.

Combo Box

B.

List be

C.

Gallery

D.

Editable Grid

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Questions 6

Dispatchers at Contoso have access to a wide range of information because they often cover for each other within the region. However, for their normal dairy operations, they only need to be able to see resources in their territory.

The dispatcher needs to customize their schedule board to filter resources to their territory. What should the dispatcher do?

Options:

A.

On the Filter & Map View window, select a Service Territory, then select Save Current Filters as Default.

B.

On the Filter & Map View window, select a Resource Type, then select Save Current Filters as Default.

C.

In the Scheduler Settings, select one Territory.

D.

Add a Booking Requirements tab.

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Questions 7

When Contoso installs chillers for customers, they are expected to follow the same procedure for each install.

You need to configure the functionality necessary to automatically add all the tasks and resources needed to a work order when the work order type is Chiller Installation. You must follow the established Contoso guidelines for installation requirements, as outlined in the Case Study, and create the most efficient process possible.

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.

MB-240 Question 7

Options:

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Questions 8

You need to configure the dental check-up. before relating it to the existing incident type. What should you create?

Options:

A.

Product Field Service type: Non-inventory

B.

Product. Field Service type: inventory

C.

Service task type

D.

Characteristic

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Questions 9

You need to complete the cloud flow to send the push notification to the robotics engineer.

How should you configure the cloud flow ' s trigger? To answer, select the appropriate settings in the fields of the cloud flow.

MB-240 Question 9

NOTE: Each correct selection is worth one point.

MB-240 Question 9

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Questions 10

You need to update the Natural History Museum work order for the current job.

Which two actions should you perform? Each correct answer presents part of the solution. Choose two. NOTE; Each correct selection is worth one point.

Options:

A.

Select the asset on the work order service.

B.

Create two work order incidents.

C.

Create two work order services.

D.

Create two work order service tasks.

E.

Select the asset on the work order service task.

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Questions 11

You need to ensure the prop master can use their mobile app when visiting the Natural History Museum.

Which five 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 appropriate actions in the Correct order.

MB-240 Question 11

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Questions 12

You need to advise LitWare administrators on configuring advanced options for inspection requirements. Which option should you recommend?

Options:

A.

Download as Report

B.

Download as Word template

C.

Export to PDF

D.

Export to Excel

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Questions 13

You need to set up the system to manage the work hours template for all the resources. Which two actions should you perform? Each correct answer presents a part of the solution. NOTE: Each correct selection is worth one point.

Options:

A.

Go to the resource and select the Working hours tab.

B.

Set the resources in the correct time zone.

C.

Create a work hours template based on the region.

D.

Create new working hours, then select Repeat as " custom " , with " Monday to Friday ' and the hours set as " 8:00 am to 5:00 pm '

E.

Select the resource, set the calendar, and apply the working hours template.

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Questions 14

LitWare has requirements for the ability to track technician time.

You need to set up a manual option to track the time against the work orders.

Which three actions should you perform in sequence? To answer, move the three a Arrange the three actions in the correct order.

MB-240 Question 14

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Questions 15

LitWare has requirements for configuring the services around the region.

You need to set up the system to meet those requirements.

Which four actions should you perform in sequence? To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.

MB-240 Question 15

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Questions 16

You need to set up the system to meet LitWare’s inspection requirements.

Which three actions should you perform in sequence in the Field Service app? To answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions in the order.

MB-240 Question 16

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Questions 17

LitWare has requirements for configuring the Field Service mobile app. and you are responsible for setting up the system to meet those requirements.

You need to set up help documents related to the requirements as per the case study.

How should you configure the user settings? To answer, move the appropriate configurations to the correct location. You may use each configuration 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.

MB-240 Question 17

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Questions 18

LitWare has requirements for configuring the Insurance.

You are responsible for setting up the system to manage the insurance

Which three actions should you perform in sequence? lo answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct order.

MB-240 Question 18

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Questions 19

You are implementing Dynamics 365 Field Service for a health care institution. Each day, the institution receives a large number of appointment requests for pediatricians.

You have the following requirements:

• create a daily schedule for pediatricians with a frequency of 30 minutes for each slot.

• provide a full-day schedule with start times and end times.

Solution: You create a fulfillment preference with a start time and end time with a duration of 30 minutes for the whole day. create a requirement group, and book it with the schedule assistant

Does this meet the goal?

Options:

A.

Yes

B.

No

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Questions 20

You created a work order and added a price list to that work order.

You need to anticipate what will happen when you add an additional work order product which is missing from the work order price list.

What is the outcome?

Options:

A.

The application provides an option to add the product to the work order price list.

B.

There will be an error indicating that the product does not belong to the work order price list.

C.

The list price on the newly-added product record will be used in the calculations.

D.

The application allows the product to be added and sets the price to zero during the calculations.

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Questions 21

You are implementing Dynamic? 365 Field Service at a landscape maintenance company.

You need to select the work order statuses in the correct order, from the creation of a work order to the delivered service at the customer location.

Which five statuses should you select in sequence? To answer, move the five statuses from the list of actions to the answer area. Arrange the five statuses in the correct order.

MB-240 Question 21

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Questions 22

You implemented Microsoft Dynamics 365 Field Service. You are now managing changes as the team continues to use Dynamics 365. Dispatchers are reporting that the schedule board is difficult to navigate because resources can be scheduled 24 hours of the day. However, resources for this organization only work between 7am and 5 pm in the Greenwich Mean Time Zone (GMT).

You need to modify the schedule board to resolve this issue. What should you do?

Options:

A.

Modify the existing schedule board tabs to only include resources working 7am to 5 pm GMT.

B.

Modify the existing schedule board tabs and ensure the working time for the tab is set to 7am to 5 pm GMT.

C.

Adjust the working hours of the resources to 7am to 5 pm GMT.

D.

Create a schedule board tab for the resources working 7am to 5 pm GMT and ensure all the resources have been added to that tab.

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Questions 23

You are setting up a new incident type that will contain three service tasks and two products. None of your existing service tasks, services or products will work for this incident type.

You need to create this new incident type.

Which three steps are required? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Add all necessary services to the incident type.

B.

Add all necessary service tasks and products to the incident type.

C.

Create, save, and publish the all necessary service tasks and products.

D.

Add any necessary notes for this incident type.

E.

Create and save the incident type.

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Questions 24

Your organization wants to use the new Field Service mobile app.

You need to ensure this app works for the technicians.

Which two actions should you perform? Each correct answer presents part of the solution. Choose two.

NOTE: Each correct selection is worth one point.

Options:

A.

Access the Field Service mobile app and select Manage Roles.

B.

Assign Field Service-Resource role for the app.

C.

Access the Field Service model-driven app and select Manage Roles.

D.

Assign System Administrator role for the app.

E.

Assign Field Service-Dispatcher field security profile to the app.

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Questions 25

To improve communications with customers, your company has decided to implement Twilio, a third-party communication platform that has call and messaging capabilities.

The Twilio solution includes a number of core components to deliver the capability, all of which need to be set up.

Which five steps should you take in sequence to prepare data for optimization? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

MB-240 Question 25

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Questions 26

Your organization recently started using the Universal Resource Scheduling feature. You enabled the Lead entity for scheduling.

You need to have a dedicated tab in the schedule board to see all the unscheduled leads.

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.

MB-240 Question 26

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Questions 27

You are a Dynamics 365 for Field Service Administrator. All Products have the Convert to Customer Asset field set to Yes.

Some users indicate products on a customer asset are not always becoming a customer asset. Users provide you with three scenarios.

You need to review the scenarios and provide the answers.

What happens to the product for each user scenario? To answer, drag the appropriate solution to satisfy each

listed requirements. Each solution 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.

MB-240 Question 27

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Questions 28

You are working with your customer to define their schedule board.

Your customer needs you to add or create additional views for their scheduling team.

Solution: Create a new view in the Resource Requirements Views. Edit the Scheduler Settings, and add the new view.

Does this meet the goal?

Options:

A.

Yes

B.

No

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Questions 29

You are implementing a Microsoft Dynamics 365 Field Service solution for a client. The client is overwhelmed with all the options available in the original site map, but may want to revert back to the original site map in the future.

The client wants one group called " My Work " with work orders, schedule board, accounts, contacts, and assets included. What should you do before saving and publishing the model-driven app?

Options:

A.

1. Create a new model-driven app.

2. Select the site map designer.

3. Add sub-area work orders, schedule board, accounts, contacts, and assets to " My Work. "

4. Remove all other groups and areas.

B.

1. Navigate to the app designer.

2. Select Use existing solution to create the app

3. Remove all groups and areas other than " My Work.

C.

1. Create a new model-driven app.

2. Select Use existing solution to create the app

3. Select the Field Service site map.

D.

1. Navigate to the app designer.

2. Select the site map designer.

3. Remove all areas other than " My Work. "

4. Add work orders, schedule board, accounts, contacts, and assets.

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Questions 30

You are implementing Microsoft Dynamics 365 Field Service.

Your organization is using the Dynamics 365 Field Service mobile app as a standalone application. There are no integrations planned for the first year. You realize all the products in the Main Warehouse have product inventory records, however, the quantity On Hand for all are set to 0.

You need to update the quantity on hand of all the products within the Main Warehouse.

What should you do?

Options:

A.

Import an updated product inventory file with the updated quantity On Hand value for the products associated with the Main Warehouse.

B.

Create an Inventory Transfer from an Adjustment Warehouse for the proper quantity On Hand value.

C.

Create an inventory adjustment and inventory adjustment product record for each product that requires an update within the Main Warehouse.

D.

Navigate to the Product Inventory sub-area. Go to Product Inventory View and manually update the quantity On Hand value for the products associated with the Main Warehouse.

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Questions 31

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.

MB-240 Question 31

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Questions 32

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 33

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.

MB-240 Question 33

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Questions 34

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.

MB-240 Question 34

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Questions 35

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: Apr 30, 2026
Questions: 227

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