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Microsoft Dynamics 365 for Field Service

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

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Test Number : MB-240
Test 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 teaching

Microsoft launches assignment Bonsai, its new desktop educating provider for constructing independent systems | MB-240 PDF Braindumps and PDF Questions

At its construct developer convention, Microsoft nowadays introduced that assignment Bonsai, its new computer educating provider, is now in public preview.

If that identify sounds regular, it's doubtless since you be aware that Microsoft acquiredBonsai, a company that makes a speciality of laptop instructing, again in 2018. Bonsai mixed simulation tools with different machine learning techniques to construct a ordinary-intention deep reinforcement researching platform, with a spotlight on industrial control systems.

it's perhaps no shock then that task Bonsai, too, has an analogous focus on helping organizations train and control their independent machines. "With challenge Bonsai, field-count number consultants can add state-of-the-artwork intelligence to their most dynamic genuine methods and strategies without needing a historical past in AI," the business notes in its press substances.

"the public preview of mission Bonsai builds on precise of the Bonsai acquisition and the self reliant techniques deepest preview bulletins made at construct and Ignite of remaining 12 months," a Microsoft spokesperson told me.

apparently, Microsoft notes that challenge Bonsai is only the first block of a larger vision to aid its consumers construct these self sufficient techniques. The business additionally stresses the merits of desktop instructing over different computer researching approaches, chiefly the undeniable fact that or not it's less of a black container approach than other strategies, which makes it less complicated for developers and engineers to debug systems that do not work as expected.

besides Bonsai, Microsoft additionally today announced undertaking Moab, an open-source balancing robot it's meant to assist engineers and developers gain knowledge of the basics of the way to build a true-world control equipment. The conception here is to teach the robotic to maintain a ball balanced on proper of a platform it is held by using three hands.

abilities users could be in a position to either 3D-print the robotic themselves or buy one when it goes on sale later this 12 months. there's also a simulation, developed by MathWorks, that builders can try out automatically.

"that you may very right now take it into areas the place doing it in traditional methods would now not be convenient, comparable to balancing an egg instead," stated Mark Hammond, Microsoft ordinary supervisor for self sustaining techniques. "The element of the project Moab device is to supply that playground the place engineers tackling numerous problems can learn the way to make use of the tooling and simulation fashions. once they understand the ideas, they can follow it to their novel use case."

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