Unlock Your Microsoft Dynamics 365 Field Service Potential: Ace the MB-240 Exam

You are implementing a Microsoft Dynamics 365 Field Service solution for a client

The client needs to be able to view the Parent Asset and Master Asset when the Primary Incident Customer Asset is associated to a work order. The asset data should not be stored directly on the work order. It should only be visible when the Customer Asset is selected.

Solution:

1. Create a quick view form on the Customer Asset.

2. Add the Parent Asset and Master Asset to the new quick view form.

3. Add the Customer Asset quick view form to the work order.

4. Publish the customizations.

Does this meet the goal?

You are working for a heating, ventilation, and all conditioning (HVAC) service organization.

The Held technicians in your organization are working in the Field Service mobile app. The technicians report that they are able to access customer assets, but unable to access functional location and customer asset hierarchy in offline mode.

You need to ensure technicians can view the functional location and customer asset hierarchy in their mobile app

What should you do?

Your company decided they want the Field Service territory structure to match that of the already defined sales territories within Dynamics 365. This would allow reporting by territory on the Sale and related warranty work on products in a specific territory, it will also allow scheduling of resources based on location.

Vou need to set up the territories to allow for scheduling work and filtering by technicians.

Which two pieces of information must you provide when setting up the territories? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point

You are configuring settings related lo booking status.

You have the following booking status;

1. Arrived On Site associated with the Field Service status In Progress

2. Repair associated with the Field Service status In Progress

3. Completed, associated with the Field Service status Completed

You need to anticipate what will happen when a technician updates their booking status on their Field Service mobile app

Which two scenarios will happen by default? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point

A dispatcher asked you to customize Fulfillment Preferences in Dynamics 365 field Service to influence now the schedule assistant displays results for single-day requirements.

You need to create a fulfillment preference.

Solution: Time groups determine the time slots for schedule assistant results "without* affecting the subsequent booking start times.

Does this meet the goal?