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The Microsoft Dynamics 365 Field Service Functional Consultant certification exam is intended for individuals who have a background in customer service operations, field service management, and similar roles. MB-240 exam tests the candidate's ability to use Dynamics 365 Field Service to improve operational efficiency, increase customer satisfaction, and enhance field service performance. MB-240 exam also assesses the candidate's proficiency in integrating Dynamics 365 Field Service with other Microsoft applications, such as Dynamics 365 Sales, Marketing, and Finance.
Microsoft Dynamics 365 Field Service Functional Consultant certification exam, also known as MB-240, is designed for individuals who specialize in implementing and configuring Microsoft Dynamics 365 Field Service solutions. It validates the skills and knowledge required to perform functional tasks such as configuring and managing the Field Service application, implementing and managing asset management, and managing work orders and inventory.
NEW QUESTION # 203
Case Study 2 - Contoso
Overview. General overview
Contoso is a large international manufacturing company that has offices around the world with service and scheduling departments in each office. In addition, Contoso has sales reps throughout the world.
Contoso has main offices in North America, Europe and Asia, with global headquarters based in Redmond, Washington, USA. Each of the regional offices has their own sales and service teams.
The regional HQ locations also include sales and services leaders and executive management.
Global HQ houses company executives for various departments, including sales and service.
Office hours are from 8:00 am to 6:00 pm, every day of the week except holidays, which have no work hours. This applies to all offices, using their local time zone.
Third-party contractors handle work outside of normal work hours at a higher rate.
Overview. Field Service staff
Contoso's service technicians around the world will be a combination of internal employees and third-party contractors.
- Pay type is Straight for regular work hours, and Overtime for work on holidays and after hours.
- All technicians have the capacity of handling just one job at a time, while supervisors can handle
2 jobs at a time.
Contoso's internal field service employees:
- Begin and end their workday at their home of record.
- Have a default office location / regional office.
- Are assigned to multiple territories.
All third-party contractors:
- Begin and end their workdays at their office location.
- Have a default office location / regional office.
- Are assigned to only one territory.
Dispatchers:
- Work at the Main office for their region.
- Assigned to all territories in the region.
- Have privileges to customize their Schedule Boards.
All field service technicians will utilize the Field Service mobile app.
- Contoso employees will have full field service licenses, while third-party contractors will not.
- Field Service technicians will not have access to Leads, Opportunities or other sales-specific data.
- Dispatchers can see all data for their region, though they will mostly be scheduling for only one territory.
Contoso has several classes to distinguish the capability and training level of its field technicians.
All work order bookings need to respect these classes and book resources accordingly.
Existing environment. Org structure setup
Contoso currently uses Dynamics 365 Customer Engagement for leads, opportunities, quotes and orders. There are currently 200 sales users in North America, 500 in Europe and 400 in the Asia-Pacific region.
The Contoso physical environment is structured in the following manner, with the roles noted.
Existing environment. Data management structure
Contoso's sales teams currently can only see data within their region. HQ locations for each region have visibility to data for all locations in their regions only. All of the data rolls-up to Contoso Global HQ for executive management reporting. Sales Reps who work with global accounts struggle to obtain the data they need to support their clients.
The current data access structure appears as follows:
Existing environment. Field Service structure
Contoso's field service technicians respond to all installation work orders with two human resources:
- One licensed technician (Level 3), and...
- One apprentice technician. Apprentices can be either Level 1 (new trainee) or Level 2 (halfway through training).
In many cases installation work also requires the use of specialty tools, depending on what is being installed. The current system does not have any way to track the level of skill for each resource, nor the uses for the specialty tools. This is handled as "tribal knowledge." Preventative maintenance work orders can be handled by one resource if they are a Level 2. If the resource is a Level 1, they must be accompanied by a Level 3 resource, and vice versa.
All field service technicians are required to complete OSHA training annually. In their first year of apprenticeship they must complete the full 40-hour course. In the next 2 years they must complete the 8-hour refresher course. This cycle repeats every 3 years for the duration of their employment.
In the current system, when a technician has finished with a work order, they turn in the paper copy with their notes to the dispatcher. The dispatcher then gives that information to a back-office employee, who will check the work order to ensure accuracy before creating an invoice. Contoso wishes to automate this exact process in the new system.
Existing environment. Customer base
About half of Contoso's customer base includes Not For Profit service organizations. The implications for billing are complex, so it's important that Tax Exempt Status be noted for all Accounts and flow through to all Work Orders. NFP Customers who are associated with government entities will pay for travel time: other customers will not. This information should flow from the Billing Account to all associated Service Accounts.
Most Contoso customers sign agreements for Preventative Maintenance. Contoso uses templates and incidents to ensure services standards are the same across all regions.
Preventative Maintenance agreements include monthly inspection and quarterly cleaning and inspection, with billing occurring quarterly.
Requirements. Remaining consistent
Contoso plans to keep the current data structure and extend it to the new Field Service functionality.
Field Service users will fall under the same organizational structure currently implemented for the sales staff.
- Field service technicians will only be able to see their assigned work orders and bookings.
- Dispatchers will be able to see all work orders and bookings for the region.
Requirements. Planned changes
Contoso plans to implement Dynamics 365 Field Service with mobile access. They will be using incidents, work orders, bookings and invoicing. The following requirements were gathered during analysis:
1. Work Orders and Scheduling.
o Automated and suggestion-based scheduling.
o Scheduling based on required technician skills and number of technicians needed.
o Schedule resources based on location, minimizing travel time when possible.
o Technicians must be onsite within 3 hours of an emergency Work Order being assigned to them.
o The travel time should automatically update upon changing a booking.
2. Agreements
o Setup and create work orders, bookings and invoices for preventative maintenance with work orders automatically created 14 days before PM is due.
o Escalation of Work Orders based upon agreed customer commitment
o Ability to designate clients as Preferred, with special pricing.
3. Products and Services
o Warehousing and inventory management processes will be implemented, including tracking products moved onto trucks for installation at customer sites.
o Implement a parts return process that includes having a technician uninstall the part to be returned.
o Multiple price lists will be used, divided into Gold, Silver and Bronze levels, based on the spending level of each customer.
o Internal teams need the capability to associate a 3D image to a Customer Asset record.
o Products added to a work order should be set to Allocated.
4. Resources
o Implement Company Holidays for North American regions,
o Implement Paid Time Off for all regions,
o Specialty equipment will be scheduled on work orders as needed,
o Training and skill levels will be noted as appropriate for resources.
5. System
o Geocoding will be activated throughout the system.
Requirements. Technical requirements
Contoso identified the following technical requirements:
1. Invoicing
o Auto creation of invoices upon work completion.
o The system must track the price of resources based on holidays and after-hours scenarios at a rate of one and a half times the normal billing rate.
o Travel time is billable for all field service technicians, pay type Travel, which should be noted on all Service Accounts.
2. Resources
o Contractor technicians require access to work order and customer details once assigned to a booking.
o Dispatchers need a schedule board for their region(s).
3. Products and Services
o All parts that are removed from a customer s equipment must be returned to the Main warehouse.
o Products to be marked as Assets will be configured accordingly.
o All products that will become Assets require installation by a technician.
o All products are received into the Main warehouse.
4. Work Orders
o The ability to have templates for work orders: The templates will provide guidance for technicians along with recommended products and default services.
o Once a work order is posted it should no longer show on views.
o Contoso will use the 'out of the box' work order statuses to begin, though they may be changed in later phases of the project
5. Scheduling
o Once a work order is scheduled, do not change the time.
o Work Orders scheduled to technician(s) who do not have the desired skill set and level should show a warning.
6. Security and access
o Safeguards must be in place for the data on the Field Service Mobile App if a technician loses his mobile phone or tablet device.
o The Field Service Administrator needs the ability to update the defaults for the schedule assistant.
7. Accounts
o Any Service Accounts that do not have a Billing Account noted should show a warning.
o Any Billing Accounts that do not have a Price List noted should show a warning.
Drag and Drop Question
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 five appropriate actions from the list of actions to the answer area. Arrange the five actions in the correct order.
Answer:
Explanation:
NEW QUESTION # 204
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.
Answer:
Explanation:
1 - Setup a twilio Account
2 - Obtain Phone Numbers
3 - Generate account SID and authentication token
4 - Install a Twilio-managed solution
5 - Configure SMS and IVR solution
NEW QUESTION # 205
You are implementing Microsoft Dynamics 365 FWd Service for an electronics company.
You need to identify when a compressor is used from the technicians warehouse inventory.
How does the inventory journal record the transactions? To answer, drag the appropriate inventory journal record to the correct scenario. Each inventory journal record 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.
Answer:
Explanation:
NEW QUESTION # 206
You are implementing Dynamics 365 Field Service for Contoso Manufacturing.
You need to set up preventive maintenance schedules for the assets they service.
In addition to creating an Agreement Booking, what else must you set up in order to associate the asset to the agreement?
- A. Auto Generate Work Order set to Yes
- B. Booking Recurrence
- C. Agreement Booking Incident
- D. Asset Functional Location
Answer: C
NEW QUESTION # 207
You need to enable Internet of Things (loT) access for both resources and dispatchers. Which two actions should you take? Each answer presents a complete solution. NOTE: Each correct selection is worth one point.
- A. Assign access to loT entities in the Field Service - Dispatcher role.
- B. Assign access to loT entities in the Field Service - Inventory Purchase.
- C. Assign access to loT entities in the Field Service - Resources role.
- D. Add resources to the Connected Field Service - Resources role.
- E. Add dispatchers to the Connected Field Service - Resources role.
Answer: A,C
NEW QUESTION # 208
You need to create a purchase order for a thermal overload cooling fan for a refrigeration unit on the shop floor.
After creating a purchase order, what are the five steps, in sequence, for completing the order and receivingthe products? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation:
NEW QUESTION # 209
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 a crew.
- B. Add inspections to cases.
- C. Add inspections to customer assets.
- D. Add inspections to a field technician.
Answer: C
NEW QUESTION # 210
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.
Answer:
Explanation:
Explanation
NEW QUESTION # 211
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.
Answer:
Explanation:
Explanation:
1. Setup a twilio Account
2. Obtain Phone Numbers
3. Generate account SID and authentication token
4. Install a Twilio-managed solution
5. Configure SMS and IVR solution
NEW QUESTION # 212
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a Dynamics 365 for Field Service system administrator.
You are configuring a new instance of Dynamics 365 for Field Service. The organization needs to accurately capture the cost of work order bookings.
Solution: You implement the following configuration changes:
1) Create Resource Pay Types for regular, holiday, overtime, travel, and breaks.
2) Assign an Hourly Markup percentage to each Resource Pay Type.
3) Assign Resource Pay Types to the applicable Pay Type.
4) Create Business Closures.
5) Create Bookable Resources with Hourly Rates and Work Hours.
Does this meet the goal?
- A. No
- B. Yes
Answer: B
NEW QUESTION # 213
You are the lead consultant on a Microsoft Dynamics 365 Field Service implementation.
Your customer is interested in seeing an example of how IoT works with Field Service.
Without an actual device, what is the best tool to use to provide the best experience for your customer?
- A. Stream analytics
- B. Simulator
- C. Logic Apps
- D. IoT Hub
Answer: B
NEW QUESTION # 214
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
A dispatcher asked you to customize Fulfillment Preferences in Dynamics 365 Field Service to influence how the schedule assistant displays results for single-day requirements.
You need to create a fulfillment preference.
Solution: Intervals define the time slots for displaying schedule assistant results and influence the start time for subsequent bookings.
Does this meet the goal?
- A. Yes
- B. No
Answer: B
NEW QUESTION # 215
Case Study 2 - Contoso
Overview. General overview
Contoso is a large international manufacturing company that has offices around the world with service and scheduling departments in each office. In addition, Contoso has sales reps throughout the world.
Contoso has main offices in North America, Europe and Asia, with global headquarters based in Redmond, Washington, USA. Each of the regional offices has their own sales and service teams.
The regional HQ locations also include sales and services leaders and executive management.
Global HQ houses company executives for various departments, including sales and service.
Office hours are from 8:00 am to 6:00 pm, every day of the week except holidays, which have no work hours. This applies to all offices, using their local time zone.
Third-party contractors handle work outside of normal work hours at a higher rate.
Overview. Field Service staff
Contoso's service technicians around the world will be a combination of internal employees and third-party contractors.
- Pay type is Straight for regular work hours, and Overtime for work on holidays and after hours.
- All technicians have the capacity of handling just one job at a time, while supervisors can handle
2 jobs at a time.
Contoso's internal field service employees:
- Begin and end their workday at their home of record.
- Have a default office location / regional office.
- Are assigned to multiple territories.
All third-party contractors:
- Begin and end their workdays at their office location.
- Have a default office location / regional office.
- Are assigned to only one territory.
Dispatchers:
- Work at the Main office for their region.
- Assigned to all territories in the region.
- Have privileges to customize their Schedule Boards.
All field service technicians will utilize the Field Service mobile app.
- Contoso employees will have full field service licenses, while third-party contractors will not.
- Field Service technicians will not have access to Leads, Opportunities or other sales-specific data.
- Dispatchers can see all data for their region, though they will mostly be scheduling for only one territory.
Contoso has several classes to distinguish the capability and training level of its field technicians.
All work order bookings need to respect these classes and book resources accordingly.
Existing environment. Org structure setup
Contoso currently uses Dynamics 365 Customer Engagement for leads, opportunities, quotes and orders. There are currently 200 sales users in North America, 500 in Europe and 400 in the Asia-Pacific region.
The Contoso physical environment is structured in the following manner, with the roles noted.
Existing environment. Data management structure
Contoso's sales teams currently can only see data within their region. HQ locations for each region have visibility to data for all locations in their regions only. All of the data rolls-up to Contoso Global HQ for executive management reporting. Sales Reps who work with global accounts struggle to obtain the data they need to support their clients.
The current data access structure appears as follows:
Existing environment. Field Service structure
Contoso's field service technicians respond to all installation work orders with two human resources:
- One licensed technician (Level 3), and...
- One apprentice technician. Apprentices can be either Level 1 (new trainee) or Level 2 (halfway through training).
In many cases installation work also requires the use of specialty tools, depending on what is being installed. The current system does not have any way to track the level of skill for each resource, nor the uses for the specialty tools. This is handled as "tribal knowledge." Preventative maintenance work orders can be handled by one resource if they are a Level 2. If the resource is a Level 1, they must be accompanied by a Level 3 resource, and vice versa.
All field service technicians are required to complete OSHA training annually. In their first year of apprenticeship they must complete the full 40-hour course. In the next 2 years they must complete the 8-hour refresher course. This cycle repeats every 3 years for the duration of their employment.
In the current system, when a technician has finished with a work order, they turn in the paper copy with their notes to the dispatcher. The dispatcher then gives that information to a back-office employee, who will check the work order to ensure accuracy before creating an invoice. Contoso wishes to automate this exact process in the new system.
Existing environment. Customer base
About half of Contoso's customer base includes Not For Profit service organizations. The implications for billing are complex, so it's important that Tax Exempt Status be noted for all Accounts and flow through to all Work Orders. NFP Customers who are associated with government entities will pay for travel time: other customers will not. This information should flow from the Billing Account to all associated Service Accounts.
Most Contoso customers sign agreements for Preventative Maintenance. Contoso uses templates and incidents to ensure services standards are the same across all regions.
Preventative Maintenance agreements include monthly inspection and quarterly cleaning and inspection, with billing occurring quarterly.
Requirements. Remaining consistent
Contoso plans to keep the current data structure and extend it to the new Field Service functionality.
Field Service users will fall under the same organizational structure currently implemented for the sales staff.
- Field service technicians will only be able to see their assigned work orders and bookings.
- Dispatchers will be able to see all work orders and bookings for the region.
Requirements. Planned changes
Contoso plans to implement Dynamics 365 Field Service with mobile access. They will be using incidents, work orders, bookings and invoicing. The following requirements were gathered during analysis:
1. Work Orders and Scheduling.
o Automated and suggestion-based scheduling.
o Scheduling based on required technician skills and number of technicians needed.
o Schedule resources based on location, minimizing travel time when possible.
o Technicians must be onsite within 3 hours of an emergency Work Order being assigned to them.
o The travel time should automatically update upon changing a booking.
2. Agreements
o Setup and create work orders, bookings and invoices for preventative maintenance with work orders automatically created 14 days before PM is due.
o Escalation of Work Orders based upon agreed customer commitment
o Ability to designate clients as Preferred, with special pricing.
3. Products and Services
o Warehousing and inventory management processes will be implemented, including tracking products moved onto trucks for installation at customer sites.
o Implement a parts return process that includes having a technician uninstall the part to be returned.
o Multiple price lists will be used, divided into Gold, Silver and Bronze levels, based on the spending level of each customer.
o Internal teams need the capability to associate a 3D image to a Customer Asset record.
o Products added to a work order should be set to Allocated.
4. Resources
o Implement Company Holidays for North American regions,
o Implement Paid Time Off for all regions,
o Specialty equipment will be scheduled on work orders as needed,
o Training and skill levels will be noted as appropriate for resources.
5. System
o Geocoding will be activated throughout the system.
Requirements. Technical requirements
Contoso identified the following technical requirements:
1. Invoicing
o Auto creation of invoices upon work completion.
o The system must track the price of resources based on holidays and after-hours scenarios at a rate of one and a half times the normal billing rate.
o Travel time is billable for all field service technicians, pay type Travel, which should be noted on all Service Accounts.
2. Resources
o Contractor technicians require access to work order and customer details once assigned to a booking.
o Dispatchers need a schedule board for their region(s).
3. Products and Services
o All parts that are removed from a customer s equipment must be returned to the Main warehouse.
o Products to be marked as Assets will be configured accordingly.
o All products that will become Assets require installation by a technician.
o All products are received into the Main warehouse.
4. Work Orders
o The ability to have templates for work orders: The templates will provide guidance for technicians along with recommended products and default services.
o Once a work order is posted it should no longer show on views.
o Contoso will use the 'out of the box' work order statuses to begin, though they may be changed in later phases of the project
5. Scheduling
o Once a work order is scheduled, do not change the time.
o Work Orders scheduled to technician(s) who do not have the desired skill set and level should show a warning.
6. Security and access
o Safeguards must be in place for the data on the Field Service Mobile App if a technician loses his mobile phone or tablet device.
o The Field Service Administrator needs the ability to update the defaults for the schedule assistant.
7. Accounts
o Any Service Accounts that do not have a Billing Account noted should show a warning.
o Any Billing Accounts that do not have a Price List noted should show a warning.
Drag and Drop Question
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.
Answer:
Explanation:
NEW QUESTION # 216
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.
- A. Agreement Booking Setup contains appropriate Service Tasks, Products, and Services
- B. Incident Type field "Copy Incident Items to Agreement" is marked "Yes".
- C. Incident Type contains appropriate Service Tasks, Products, and Services.
- D. Agreement Booking Setup field "Auto Generate Work Order" is marked "Yes".
Answer: A,B
Explanation:
Section: Manage work orders
NEW QUESTION # 217
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 two 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 can be created even though the ratings numbers have gaps.
- B. This information above is all that is needed to create a proficiency model.
- C. This proficiency model cannot be created because the ratings numbers have gaps.
- D. There are multiple proficiency models available "out of the box" and you must choose one of them.
Answer: A,B
Explanation:
Set up proficiency models (Project Service)
Use proficiency models to rate resources
Skills for resources are rated by proficiency models. The individual ratings are in a proficiency model.
1. To create a proficiency model, go to Resources > Proficiency Models, and then select New.
2. In the new rating model, specify the minimum rating value, the maximum rating value, and the entity that is being rated.
3. In the Rating Values subgrid, you can define the different rating values, from the minimum to the maximum.
These rating values are shown on the Resource Requirements, Schedule Board, and Schedule Assistant filters.
NEW QUESTION # 218
You are onsite, working on a customer's factory floor. You need to return tomorrow and replace a belt on theconveyor. You look at the inventory in Warehouse 1, and there are 10 in stock. You pull the belt from stock andcreate an inventory transfer record.
What are the two correct steps to complete the transfer? Each correct answer presents part of the solution.
- A. Enter the part number from the drop down, then click to transfer.
- B. Select the source warehouse, then select the destination warehouse.
- C. Enter the quantity to transfer, then click transfer.
- D. Select the From warehouse location, then select the To warehouse location.
Answer: B,C
NEW QUESTION # 219
Case Study 6 - Wingtip Toys
Background information
Company overview
Wingtip Toys is a specialist prop fabrication company specializing in animatronic dinosaur sculptures. The sculptures are assets that belong to the company. The assets are painstakingly constructed over several years using proprietary techniques and require significant capital investment.
Staff members
Wingtip Toys has five staff members:
- The Chief Executive Officer (CEO)
- The prop master
- The robotics engineer
- The robotics intern
- You, the Power Platform administrator
Employees 2, 3, and 4 are field technicians. Customers pay a surcharge for technician travel time, so the CEO requires they are diligent in marketing themselves as "Travelling" on their Field Service mobile apps as soon as they begin driving to a site.
Assets overview
Customers - such as film studios, museums, and theme parks - usually lease assets on a long- term basis. Lease agreements are sold with regular maintenance, both cosmetic and technical.
Short-term rentals are also available for specific projects at theatres, events, or for filming on location.
The CEO has recently produced a barcode for each dinosaur currently in use. The new barcode should be applied to the inside of the sculpture's mouths at the next visit.
Dinosaur sculptures
All dinosaur sculptures have been added as assets. A custom choice type column named
"Species" has been added to the main form and is manually selected when a new asset is created.
The prop master asked you to create a custom page that will allow them to browse through all current and previous dinosaur sculptures; each displaying the sculpture name, completion data, species, and a small image.
The catalog should allow the user to drill down into further information about the asset and (if applicable) the account of the customer currently renting or leasing it.
Cosmetic work orders
Overview
Cosmetic work is always performed by the prop master, created automatically via agreements and scheduled by the CEO.
The "Cosmetic maintenance" incident type currently has four related products. Two of those are field service type products and two are service task types.
Dental check-up
Within the last few months, some customers have contacted Wingtip Toys to note that a tooth or two had fallen out of the dinosaurs' mouths. This is due to wear and tear on the roaring and chewing motions that customers can trigger.
The CEO wants to add dental check-up to the "Cosmetic maintenance" incident type to allow the prop master to prevent these incidences from occurring in the future where needed. This incident type has no associated cost to the customer.
Technical work orders
Overview
Technical work can be performed by either the robotics engineer or by the robotics intern, depending on the complexity level.
When a new work order is created manually, it must be triaged by the robotics engineer before it can be scheduled. Maintenance work orders created by agreements can be scheduled without triage.
The robotics intern only uses the Field Service mobile app to view upcoming jobs, whereas the robotics engineer uses the mobile app and the model-driven app.
If the intern is performing a work order, they must wait for the engineer to review and approve the notes before they can finish their work. The CEO requires that the intern records the time they spend waiting for the engineer using the Field Service mobile app. This will help the CEO monitor whether the duration required for work orders needs to be increased.
Inspections
As the dental check-up of dinosaurs can have technical implications, the robotics engineer works with you to create an inspection, which must be completed every time the process is completed.
The following image is a draft of the "Dental Check-up" inspection:
The engineer wants the inspection to appear to the prop master in their mobile app as per the above image. However, they also need to add the scanning of the new barcode sticker.
Further, the CEO requires completed inspections to be related to the correct dinosaur as part of their service history.
Additional requirements
Natural History Museum
The prop master has a cosmetic maintenance job scheduled for tomorrow at the Natural History Museum. This is their first maintenance job for two dinosaurs on lease - a diplodocus and a carnosaur. The CEO asks you to ensure that the prop master completes the new dental check-up for both dinosaurs during the visit.
Large parts of the museum do NOT have mobile data reception, nor Wi-Fi.
Offline requirements
The engineer uses offline first to monitor both work order assigned to themselves and to their intern. No custom offline profiles have been created.
Neither the prop master nor the intern have used the Field Service app offline before. The CEO requires that they only see their own work orders.
Configuration
The CEO wants the Species value to appear as the sub-title when selecting a primary asset on the work order main form.
You need to configure a push notification for the engineer to indicate that the intern is waiting for their feedback.
Automation
The intern has just begun completing work orders on their own. Once they have completed all items and performed their inspection, they need to wait for the engineer to review their work before they can mark the job as "Completed." This give the engineer an opportunity to assess whether something additional might be required.
New programming: dance firmware update
The robotics engineer has been working on a passion project - developing a program to allow a dinosaur to perform a high-energy dance routine.
When the engineer demonstrated the results on a newly finished Baryonyx sculpture during a staff meeting, the CEO was certain that some of their existing customers would want to commission a firmware update to their dinosaurs to allow the dance program to be installed as a special service.
New sales package
The CEO names the new programming the "Dino dance" package, a new category of work which requires a new price list.
The CEO will call customers and explain the new package to them. If customers are interested, the CEO wants to create an opportunity which can be converted into a work order.
Hotspot Question
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.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 220
You are responsible for setting up Dynamics 365 Field Service for proper billing and servicing.
Your client needs to understand the difference between billing accounts and service accounts for their multi-company organization.
Match the account type to the applicable scenario. To answer, drag the appropriate account type from the column on the left to the applicable scenario on the right. Each account type may be used once, more than once, or not at all.
NOTE: Each correct match is worth one point.
Answer:
Explanation:
Explanation:
NEW QUESTION # 221
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