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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.

Options:

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Questions 5

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.

Options:

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Questions 6

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.

Options:

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Questions 7

Contoso has asked that you create several work order types to meet their Requirements and Planned Changes.

Of the many work order types requested, which three should you create? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Installation

B.

Agreement

C.

Returns

D.

Inspection

E.

Preventative Maintenance

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Questions 8

A work order has been created with Bharti Airtel as the Billing Account and Airtel Kolkata as the Service Account.

You need to determine the account where various work order information originates. The sheeted work order type and entitlement do not have any of this information.

Which account belongs to each piece of work order information? To answer, drag the appropriate account to the correct piece of work order information. Each account 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.

Options:

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Questions 9

Your company is implementing a new CRM system. They have selected Microsoft Dynamics 365 Field Service because of its flexibility. During the basic training sessions, you need to train the field service team on how work orders are created. What are three out-of-the-box ways to create work orders? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

Options:

A.

from a purchase order

B.

from an agreement

C.

from an asset

D.

from the Dynamics 365 Field Service mobile app

E.

from a case record

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Questions 10

You are the lead consultant on a Dynamics 365 Field Service implementation for an automotrve repair company.

The company wants to be able to create work orders from customer emails using the Field Service app for Microsoft Outlook.

What are two ways to do this? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

After selecting the field Service app icon on the email select the Work orders tab and select the plus icon to manually create a work order

Options:

A.

From the email, select the Field Service app icon and select Create a work order from email

B.

From the email, select the Field Service app icon to automatically create the work order, then select the Work orders tab to find and schedule the work order that was automatically created

C.

From the email, select the Share to Teams icon where you can generate the work order.

D.

Select the Viva Insights app icon on the email and select the Book work order option.

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Questions 11

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 three statements apply to this proficiency model? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.

There are multiple proficiency models available " out of the box " and you must choose one of them.

B.

This proficiency model can be created even though the ratings numbers have gaps.

C.

This proficiency model would need to be created.

D.

This information above is all that is needed to create a proficiency model.

E.

This proficiency model cannot be created because the ratings numbers have gaps.

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Questions 12

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.

Does this meet the goal?

Options:

A.

Yes

B.

No

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Questions 13

Your Healing. Venting, and Air Conditioning (HVAC) customer wants to help technicians in the future by making resolutions available for use on work orders.

You need to set up templated resolutions to be attached to a work order.

Which four actions must 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.

Options:

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Questions 14

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.

Options:

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Questions 15

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.

Options:

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Questions 16

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.

Options:

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Questions 17

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.

Options:

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Questions 18

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.

Options:

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Questions 19

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 20

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 21

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.

Options:

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Questions 22

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.

Options:

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Questions 23

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.

Options:

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Questions 24

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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Exam Code: MB-240
Exam Name: Microsoft Dynamics 365 for Field Service
Last Update: Apr 7, 2026
Questions: 227
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