[Mar-2026] Updated Microsoft Dynamics 365 MB-240 Exam Questions BUNDLE PACK
Master The Microsoft Content MB-240 EXAM DUMPS WITH GUARANTEED SUCCESS!
The MB-240 exam consists of 40-60 multiple-choice questions, and the candidate will have three hours to complete it. MB-240 exam is available in several languages, including English, Japanese, Spanish, Portuguese, French, German, and Chinese. The test can be taken online or at a designated testing center.
NEW QUESTION # 74
You are a Dynamics 365 for Field Service Billing Administrator. Your customer wants to purchase a series ofquarterly preventative maintenance visits as well as bi-weekly site visits.
The customer wants to be billed for the preventative maintenance quarterly but billed for the site visits monthly.
What are two ways that this can be completed against a single Agreement? Each correct answer presents acomplete solution.
- A. Create Invoice Setup for site visits, with Invoice Recurrence of each month.
- B. Create Invoice Setup for preventative maintenance with Invoice Recurrence of every three months.
- C. Create Invoice Setup for preventative maintenance, with Invoice Products tied to Quarterly Price List.
- D. Create Invoice Setup for site visits, with Invoice Products tied to Monthly Price List.
Answer: A,B
NEW QUESTION # 75
Your company's inventory clerk is using the Returning to Vendor feature in Dynamics 365 for Field Service to process a customer's request to return a wheel that is the wrong size.
The clerk needs to understand the different tracking options for returning to the vendor.
Which actions correspond with track the return and which actions correspond with another return to vendor option? To answer, drag the type of return to the action. Each type or return 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:
NEW QUESTION # 76
Which two objects or roles are required to customize the Field Service mobile application? Each correct answer presents part of the solution.
- A. Resco Woodford
- B. Field Service project
- C. Package Deployer
- D. Field Service - Administrator
Answer: A,D
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/install-the- mobile-app#step-2-import-the-field-service-mobile-project-template-into-the-woodford-solution
NEW QUESTION # 77
Drag and Drop Question
Your company receives a call from a customer saying that the hydraulic pump they received from your company is defective. The pump is manufactured by your company.
You need to process a return.
Which three actions should be performed 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:
NEW QUESTION # 78
You are implementing a Microsoft Dynamics 365 Field Service solution for a customer who has the Field Service Dispatcher security role.
You recently built a custom work order form, but the customer is having trouble viewing it when they log into Dynamics 36S. You confirm that the form is set to Display to Everyone, but the customer is still not able to see the form.
You need to resolve this issue.
What should you do before selecting Save and Publish?
- A. 1. Navigate to the app designer.
2. Under the work order, ensure the custom form is set to be visible. - B. 1. Navigate to the app designer.
2. In the site map designer, ensure the work order area is present. - C. 1. Navigate to the work order form.
2. Select Enable Security Roles
3. Ensure Enabled for Fallback is selected. - D. 1. Navigate to the work order form. )
2. Select Enable Security Roles and Display to only these selected Security Roles
3. Ensure the Field Service Dispatcher role is applied to the form.
Answer: C
NEW QUESTION # 79
You work for a recycling company that provides customers with large compactor units to collect their recyclable materials. The compactor units are comprised of two separate components: a container to collect the recyclable materials and a separate component that compacts the recyclable materials to make them easier to transport.
These containers are expensive, and the components tend to break down frequently, requiring ongoing maintenance and repairs.
You need to easily track the containers that your company has at each client location and maintain a service history for each of the sub-components.
- A. Configure the customer asset records hierarchically, and maintain service history at the service account level.
- B. Configure the customer asset records hierarchically, and maintain service history at the sub-component level.
- C. Configure the customer inventory records in a hierarchy, and maintain service history at the subcomponent level.
- D. Configure the customer inventory records individually, in order to maintain the service history at the parent component level.
Answer: B
Explanation:
Topic 3, Plumbing and healing company Case study
Company overview
LitWare Inc. is a plumbing and healing company which provides installation, maintenance, and repair services in United States (U.S.) and Canada.
LitWare also offers various installation and repair services such heating, venting, and air conditioning (HVAC). plumbing, and roofing for commercial customers using their employees and subcontractors.
Company structure and resources
The company has three main types of services, each offering a different combination of service personnel.
1. Training services provide training to LitWare employees and subcontractors to perform the work in the regions serviced
2. Unplanned maintenance services address emergency repair requests for their customers.
* Dispatchers vf assigned to all territories in a region Dispatchers assign repair and installation work to repair technicians based on their skills.
*. Repair technicians in employees and subcontractors
3. Planned maintenance services perform regular and planned checks for their customers.
* Inspectors are assigned to all regions based on skills and expertise.
* Installers are assigned to multiple territories in a geographic region 1 Repair technicians a-e employees and subcontractors
* Dispatchers are assigned to all territories in a region. Dispatchers assign repair and installation work to technicians based on skills.
All the inspection, repair, and installation employees utilize the field Service mobile app Dispatchers can see all work request data for their region and see all the bookable resources.
Job structures
typical job assignments are as follows:
* Inspections: 1 -2 resources
* Installations: minimum 2 resources. 1 expert
* Repairs: 1-3 resources
Skills and certifications
The following spreadsheet tracks the skills and certifications earned by each internal employee:
The Service areas are:
For each type of job. there must be at least one certified or highly experienced resource on the job.
Their current system does not have a way to maintain the availability of a service, maintain the subcontractor's insurance details, certifications, and more options for inspectors. All work is printed out and provided as a hard copy to the resources. It is not easy to distribute the new updated materials for the service c* share the new troubleshooting guides.
Planned changes
LitWare plans to implement Dynamics 365 Field Service. The requirements gathered during analysis are:
Work orders and scheduling
* Scheduling based on resource skill and number of required resources based on job type and duration.
* Planned Maintenance emergency calls take priority over other types of fobs.
* Schedule resources based on location, maximizing total work hours and then minimizing drive time.
* Ability to track technician time.
* Ability to configure rates and pay types.
* Ability to easily see when a resource is on Time Off on the schedule board
* All resource time-off requests should be approved by both their manager and their line manager Service contracts
* Set up and create a Planned Maintenance type of contract.
* Define the coverage of the regions by the work.
Inspection management
* Ability to configure inspections.
* Ability fen inspections to be linked with work orders and customer assets.
Resources
* Implement company holidays for U.S. and Canada.
* Implement various pay types based on overtime, weekends and holidays, travel and regular time.
* Implement paid time off.
* Ability for resource calendars to reflect resource time off and work hours.
* Access to jobs assigned for the day.
* Ability to capture the validity of the insurance and send a 90-day reminder notification before the expiry.
* Activate geocoding throughout the system.
* Use territories for accounts, resources, and work orders.
* Enable Microsoft SharePoint Integration.
Field Service mobile app
* Ability for technician to access work orders and asset details.
* Ability to perform inspections on the mobile app
* Ability to work through offline mode.
* Ability to enter time for The work.
Technical Requirements
Resources requite the ability to:
* Configure work hours templates based on their time zone.
* Access and view their skill. skill level, and certification data
* Certifications set to expire over the next 90 days should show highlighted in Yellow. o Certifications already expired will show in Red.
* Access documents either online or offline.
* Have the" time-off requests enabled for approval by default for resource who has skill of electrical, and have the requests approved by both their manager and line manager.
Work orders
* The ability to have templates for work orders.
o Templates will provide guidance for technicians, and help recommend products and default services.
* Work orders created from a PM contract need to have a status a Service Contract Inspections:
* Ability to configure advance inspections with conditional logics based on the questions,
* Ability to use the latest inspections for analytics on a weekly basis.
* Ability to perform ad-hoc inspections with assets.
* Ability for users to export responses.
Security and access
* Technicians m the field should only see work orders scheduled for today.
* Technicians should have the option to enter manual time.
* Technicians should have the option to complete the inspections.
* Technicians should have the ability to access relevant apps to complete the job.
* Technicians should have the ability to access the guides.
* Administrators should have access to the technician usage of the guides.
NEW QUESTION # 80
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. No
- B. Yes
Answer: A
NEW QUESTION # 81
You are scheduling a customer for preventative maintenance performed on a predictable schedule.
The customer wants the work performed within two (2) days of the 15th of each month, and an Agreement has already been created.
Which three elements of the booking setup are valid? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. Auto Generate Work Order = No
- B. Auto Generate Work Order = Yes
- C. Preferred Resource contains data
- D. Preferred Resource either contains data or is blank
- E. Pre-Booking Flexibility = 2 and Post Booking Flexibility = 2
Answer: B,D,E
NEW QUESTION # 82
Your customer asks you to create several work order reports that can be run on-demand. After a discussion about the requirements, you determine that the Report Wizard is the best option.
You need to train your customer on Report Wizard features and customization.
Which three features are available? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- A. Calculation column
- B. Grouping
- C. Data insights
- D. Power BI Charts
- E. Data filters
- F. Use an existing view
Answer: B,D,E
NEW QUESTION # 83
You are a Microsoft Dynamics 365 Field Service dispatcher.
You need to implement a capability within the schedule board to allow you to find resources for a work order.
The work order can be done by any resource with the right piece of equipment, who is available at 9:00 A.M.
during a selected week.
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.
Answer:
Explanation:
Explanation:
NEW QUESTION # 84
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 automatically generate work orders based on agreements, and send invoices on a recurring basis by customer.
Solution: You implement the following configuration changes.
1) Create Agreement
2) Define Booking Setup
3) Create Invoice Setup
4) Set Auto Generate Invoice = Yes
5) Populate Generate Agreement Invoices X Days in Advance
Does this meet the goal?
- A. No
- B. Yes
Answer: A
Explanation:
Section: Configure field service applications
NEW QUESTION # 85
You need to install and configure Connected Field Service.
What is required?
- A. ExpressRoute
- B. Content Delivery Network (CDN)
- C. Microsoft Azure Resource Group
- D. Microsoft Azure Traffic Manager
Answer: C
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/connected- field-service
NEW QUESTION # 86
You have the following requirements from the scheduling team:
* Scheduling assistant results should display in neat 30-minute time slots that dictate the start time of subsequent bookings.
* Functionality should display tor all 30 resources within the company. " Time slots should align to the top of the hour and half past the hour.
lo meet these requirements, you need to implement Intervals within Universal Resource Scheduling.
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.
Answer:
Explanation:
1 - Createa fulfillment preference with an INterval of 30 minutes...
2 - Associate the Fulfillment preference to a resource requirement.
3 - Book the work order requirement with the Schedule Assistant.
NEW QUESTION # 87
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
NEW QUESTION # 88
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 field technician.
- B. Add inspections to a crew.
- C. Add inspections to cases.
- D. Add inspections to customer assets.
Answer: C
NEW QUESTION # 89
Your company receives a call from a customer saying that the hydraulic pump they received from your company is defective. The pump is manufactured by your company.
You need to process a return.
Which three actions should be performed in sequence? To answer, move the three appropriate actions from the list of actions to the answer area Arrange the three actions in the correct order.
Answer:
Explanation:
1 - Create an RMA.
2 - Add RMA products.
3 - Create an RMA Receipt, indicating the product(s) received.
NEW QUESTION # 90
Which three pieces of information are available on a Product Inventory record? Each correct answer presents part of the solution.
- A. Quantity Allocated
- B. Reorder Point
- C. Quantity Sold
- D. Inventory Status
- E. Quantity on Order
Answer: A,B,D
Explanation:
https://community.dynamics.com/crm/b/crmandunifiedservicedesk/archive/2016/09/01/field- service-purchasing-and-inventory
NEW QUESTION # 91
A field resource is given instructions on how to install the Field Service mobile app on an iPhone.
After installing the app and signing in, the following message appears on their phone:
"You're almost there."
You need to help the field resource access the mobile app.
What should you do?
- A. Set up the field resource as a user in the system.
- B. Verify that the field resource has been assigned the right security role.
- C. Create a Bookable Resource related to the user.
- D. Set up the field resource as a Bookable Resource.
Answer: B
NEW QUESTION # 92
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. Incident Type contains appropriate Service Tasks, Products, and Services.
- B. Agreement Booking Setup field "Auto Generate Work Order" is marked "Yes".
- C. Agreement Booking Setup contains appropriate Service Tasks, Products, and Services
- D. Incident Type field "Copy Incident Items to Agreement" is marked "Yes".
Answer: C,D
Explanation:
The Copy Incident Items to Agreement field during incident type setup is important for 2 reasons:
The incident you want to add to an agreement may be slightly different than the incident you would add to a single work order that's not part of an agreement. For example, normally the incident would require 1 hour of a service, but for the agreement, you negotiated with the customer 2 hours of a service. Rather than having to create a second incident type just for this agreement, you can set Copy Incident Items to Agreement to No, add the incident to the agreement, then manually add the specific service tasks, product, services, and so on. This way you can use the same incident type, which helps for reporting later on. Set this option to Yes and the incident items will be added to the agreement and you can accept these items or make slight variations from there.
https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-customer-agreements
NEW QUESTION # 93
You are a Dynamics 365 for Field Service scheduling coordinator.
When you select the Book button on a work order, TechnicianA never shows up as available.
You need to update the system to see TechnicianA's availability.
What should you do?
- A. Set Display on Schedule Board to Yes on the TechnicianA bookable resource record.
- B. Set Ignore Proposed Bookings to Yes on the Schedule Assistant view.
- C. Set Enable for Availability Search to Yes on the TechnicianA bookable resource record.
- D. Set Real Time Mode to Yes on the Schedule Assistant view.
Answer: C
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up- bookable-resources
NEW QUESTION # 94
You are a Dynamics 365 for Field Service Administrator.
You are setting up a new Incident Type. There are no service tasks or products created that are related to this incident.
Which seven actions should you perform in sequence to add these services? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
Answer:
Explanation:
NEW QUESTION # 95
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 From warehouse location, then select the To warehouse location.
- C. Enter the quantity to transfer, then click transfer.
- D. Select the source warehouse, then select the destination warehouse.
Answer: C,D
NEW QUESTION # 96
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