Jun-2026 Pass Your MB-240 Exam at the First Try with 100% Real Exam [Q152-Q168]

Jun-2026 Pass Your MB-240 Exam at the First Try with 100% Real Exam

Get Real Exam Questions for MB-240 with New Questions

Microsoft MB-240 (Microsoft Dynamics 365 Field Service Functional Consultant) Exam is designed to test the skills and knowledge of individuals who work as field service functional consultants. MB-240 exam is part of the requirements for earning the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification. MB-240 exam is intended for individuals who have experience in implementing and configuring Microsoft Dynamics 365 Field Service solutions and are familiar with the overall Dynamics 365 suite of applications.

NEW QUESTION # 152
Drag and Drop Question
A customer wants work orders to have Service Level Agreements (SLAs) enforced for emergency high-priority work orders.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

Answer:

Explanation:

NEW QUESTION # 153
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 Bookable Resource Bookings Views. Then, edit or create a new tab on the schedule board, and update the Requirements Panel with the new view.
Does this meet the goal?

A. Yes
B. No

Answer: A

NEW QUESTION # 154
DRAG DROP
You are setting your environment to use Resource Scheduling Optimization (RSO). You have enabled Optimize Schedule for all Bookable Resources.
You need to complete the remaining steps to prepare your work order data for optimization.
Which three actions should you perform, in sequence, to achieve the goal? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:

Answer:

Explanation:

Section: Schedule and dispatch work orders
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/rso-configuration

NEW QUESTION # 155
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.
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 daily 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?

A. On the Filter & Map View window, select a Service Territory, then select Save Current Filters as Default.
B. Add a Booking Requirements tab.
C. In the Scheduler Settings, select one Territory.
D. On the Filter & Map View window, select a Resource Type, then select Save Current Filters as Default.

Answer: A

NEW QUESTION # 156
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 # 157
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.
You are a Dynamics 365 Field Service dispatcher using the Scheduling Assistant function.
One of your jobs does NOT want one of your resources to be scheduled to perform the work. The resource must be available to be scheduled for other jobs.
Solution: You select the resource in the Restricted Resources field within the Schedule Assistant filter.
Does this meet the goal?

A. Yes
B. No

Answer: B

Explanation:
Correct:
* You create a Requirement Resource Preference record and set the Preference Type to Restricted.
Incorrect:
* You select Load the Default Filters on the Schedule Board.
* You select the resource in the Restricted Resources field within the Schedule Assistant filter.
Note: Dynamics 365 Field Service, Add preferred resources for a requirement Add preferred resources to a requirement to apply restrictions on resource matches when you use the schedule assistant or Resource Scheduling Optimization for scheduling. The Preference Type field determines how the resources are matched. You can add, change, or remove preferred resources.
1. In Field Service, select the Service area.
2. Under Scheduling, select Resource Requirements.
3. Open a resource requirement, and select Related > Resource Preferences.
4. Select New Requirement Resource Preference.
5. Select a resource and define a preference type:
* Preferred: The schedule assistant shows preferred resources first in the Gantt view if they match all other requirements and filters. It also shows a heart icon next to the name of each preferred resource.
*-> Restricted: The schedule assistant filters out any resources that are marked as restricted. The filter can be removed by using the filter pane.
* Must choose from: The schedule assistant filters results so that they include only these resources. If none of the resources are available, the schedule assistant doesn't return any results. The filter can be removed by using the filter pane.
6. To add another resource, select the dropdown arrow to the right of the Save and Close button, and then select Save & Create New.
7. Select Save & Close.
Reference:
https://learn.microsoft.com/en-us/dynamics365/field-service/resource-preferences

NEW QUESTION # 158
You are working with your customer to set up their Dynamics 365 Field Service environment.
You need to configure the settings for booking timestamps.
Which two instances will result in timestamp creation? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. When a booking is assigned to a resource.
B. When a field service status changes.
C. When a booking status changes.
D. When a booking is marked as "Complete."
E. At fixed time intervals.

Answer: B,E

Explanation:
Create timestamps
By default, the system creates timestamps automatically when the booking status on an entity changes the related Field Service status. Admins can change this behavior on the Field Service Settings in the Timestamp Frequency field.
Work Order / Booking settings
This settings tab lets you define several default values and basic settings related to work orders and bookings.
* Option: Timestamp Frequency
Choose when the system updates the timestamp for a booking.
Reference:
https://learn.microsoft.com/en-us/dynamics365/field-service/booking-timestamps
https://learn.microsoft.com/en-us/dynamics365/field-service/configure-default-settings#work-order--booking-settings

NEW QUESTION # 159
Drag and Drop Question
You are a Dynamics 365 for Field Service Dispatcher.
You need to use the schedule board to find resources for a work order.
The work order can be completed by any resource who has the correct piece of equipment and who is available at 9:00 A.M during a selected week.
Which four steps must you take, in sequence, to successfully implement this capability within the schedule board? 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:
https://docs.microsoft.com/en-us/dynamics365/field-service/multi-resource-scheduling-requirement-groups#requirement-groups-for-work-orders

NEW QUESTION # 160
You are setting your environment to use Resource Scheduling Optimization (RSO). You have enabled Optimize Schedule for all Bookable Resources.
You need to complete the remaining steps to prepare your work order data for optimization.
Which three actions should you perform, in sequence, to achieve the goal? 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 # 161
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.

Answer:

Explanation:

Explanation:

NEW QUESTION # 162
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.
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?

A. Yes
B. No

Answer: B

NEW QUESTION # 163
You are a Field Service resource manager for Contoso, Ltd. and are setting up characteristics for field technicians who are responsible for repairs on rental equipment.
Work performed on certain types of backhones, trenchers, and excavating equipment requires different attributes to be identified for proper work order assignment and scheduling.
Which two characteristics are valid? Each correct answer presents a complete solution.

A. Certification
B. Rating Value
C. Skill
D. Approval Status

Answer: A,C

Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up- bookable-resources#set-up-field-technician-resources

NEW QUESTION # 164
You are a Dynamics 365 for Field Service Administrator. You configure Route Scheduling Optimization (RSO)and publish the schedule.
One of your schedulers indicates two of their resources are not getting work orders assigned.
You need to determine reasons why the two resources are not assigned work orders through RSO.
Which three options should you choose? Each correct answer presents a complete solution.

A. The Work Location field is not set to Onsite.
B. Work Hours is not properly configured for days being optimized.
C. Start Location and End Location fields are not the same.
D. Scheduling Method is not set to Optimize.
E. Optimize Schedule field is not set to Yes.

Answer: C,D,E

NEW QUESTION # 165
You need to add a control to display the required information for all assets to the custom page. Which control should you use?

A. Combo Box
B. Editable Grid
C. Gallery
D. List be

Answer: C

NEW QUESTION # 166
You are a Dynamics 365 Field Service functional consultant.
A field resource is given instructions on how to install the mobile app on an iPhone. After installing the app and signing in, a message appears: "You're almost there." What should you do?

A. Set up the field resource as a Bookable Resource.
B. Create a Bookable Resource related to the user.
C. Verify that the field resource has been assigned the right security role.
D. Set up the field resource as a user in the system.

Answer: C

NEW QUESTION # 167
You need to create a requirement group for a work order.
Which three 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.