Download Microsoft MB-240 Sample Questions [Jun-2026]
Real MB-240 Exam Questions and Answers FREE
The MB-240 exam is a part of the Microsoft Dynamics 365 certification program, which is recognized globally as a standard for validating the skills and knowledge of professionals who work with Microsoft Dynamics 365. MB-240 exam is ideal for Dynamics 365 partners, consultants, and developers who want to demonstrate their expertise in Dynamics 365 Field Service.
NEW QUESTION # 204
You are implementing Microsoft Dynamics 365 Field Service for a company. The company has several repeatable services that it performs as work orders. You need ensure that you can automatically add services and tasks on word orders.
Which feature should you implement?
- A. Service Task Type
- B. Incident Type
- C. Work Order Type
- D. Business Process Flow
Answer: B
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure- incident-types
NEW QUESTION # 205
As a new start-up field services company, you are looking to streamline your customer service process to provide the best customer service experience.
Your company has decided to implement Dynamics Field Services as the foundation for its customer service management processes.
You need to ensure that the cases that the customer service team creates can be quickly and efficiently converted to work orders (that will minimize the need to add additional information to the work orders) using the out-of-the-box capabilities.
Which key item do you need to configure before the customer service agents will be able to convert a case to a work order?
- A. Work Order Types
- B. Incident Type
- C. Resources
- D. Booking Rules
Answer: B
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure- incident-types
NEW QUESTION # 206
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. Use an existing view
- B. Power BI Charts
- C. Grouping
- D. Data insights
- E. Data filters
- F. Calculation column
Answer: B,C,E
NEW QUESTION # 207
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 Microsoft Dynamics 365 Field Service for a health care institution. Each day, the institution receives a large number of appointment requests for pediatricians.
You have the following requirements:
- create a daily schedule for pediatricians with a frequency of 30
minutes for each slot.
- provide a full-day schedule with start times and end times.
Solution: You create a fulfillment preference with time group details with a duration of 30 minutes for the whole day, associate it to a requirement, and then book the requirement with the schedule assistant.
Does this meet the goal?
- A. Yes
- B. No
Answer: A
NEW QUESTION # 208
You need to use the Agreement function in Microsoft Dynamics 365 Field Service to automatically generate work orders and invoices. This configuration will be used for preventative and maintenance work.
You need to determine the configurations that are available for you to use in the Agreements setup.
Which three configurations are available? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- A. Auto Generate Work Order
- B. Booking Recurrence specification
- C. Resource Priority
- D. Auto Generate Booking Dates in 24 hours
- E. Generate Work Order Days in Advance
Answer: A,B,E
NEW QUESTION # 209
Your organization wants to use the new Microsoft Dynamics 365 Field Service mobile app.
You need to ensure this app works for the technicians.
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.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
Answer:
Explanation:
1 - Access the Field Service mobile app...
2 - Assign Field Service-Resource role for...
3 - Assign Field Service-Dispatcher field security..
NEW QUESTION # 210
You have started work at a surgical center which users Dynamics 365 Field Service to Schedule miner out-patient procedures.
A teammate created a requirement group template for a skin-tag removal procedure, configured as follows:
You create a requirement group using this template.
You need to evaluate what will occur when you attempt to book the requirement group.
Which scenario is valid?
- A. The requirement group can be booked if "Consult room" and "Sterile kit" resources are available, but neither a "Nurse" NOR a "Doctor" are available.
- B. The requirement group can be fulfilled if resources for all "Op room" requirements are available, but at separate starting locations.
- C. If all "Op room" requirements have resources available, NO "Temp room" resources will be displayed.
- D. The requirement group can be fulfilled if resources for all "Op room" requirements are available, other than the surgical kit.
Answer: C
NEW QUESTION # 211
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.
Answer:
Explanation:
NEW QUESTION # 212
You are a field service administrator for your company.
You review the Field Service administrator guide to understand how the status fields can support your company's business processes.
Which unique entity system status value matches with its Entity Type? To answer, drag the appropriate unique entity system status values to the appropriate Entity Type. Each unique entity system status value 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 # 213
You are a field service technician. You need to supply a fan belt for a compressor at a customer site. When checking the stock in your van you realize your fan belt inventory is showing 0.
You need to initiate a transfer from the stock at the home office.
Which two fields must you use to complete the transfer of stock? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. Destination Warehouse
- B. Source Warehouse
- C. From Location
- D. To Location
Answer: A,B
NEW QUESTION # 214
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 or edit an existing view in the Bookable Resource Bookings Views, and add it to the Schedule Assistant.
Does this meet the goal?
- A. Yes
- B. No
Answer: B
NEW QUESTION # 215
You need to create a purchase order for a thermal overload cooling fan for the refrigeration unit on the shop floor. You create a purchase order and add products.
Which four actions should you perform in sequence to complete the order and receive the 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 # 216
You are a Dynamics 365 for Field Service Mobile Administrator (FSM).
When technicians log into FSM, they receive the following message:
"Your organization has not configured Field Service Mobile."
You log into FSM and cannot reproduce the issue with your login.
What must you do to fix the issue?
- A. Update the Security Roles for all Bookable Resources within Dynamics 365.
- B. Update the Security Roles for the FSM project within Woodford.
- C. Set Enabled for Field Service Mobile to Yes for all Bookable Resources.
- D. Update the Priority for the FSM project within Woodford.
Answer: C
Explanation:
Section: Manage field service mobility
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/field-service-mobile-app- user-guide
NEW QUESTION # 217
Service technicians stock parts in their vans to fix most common problems. You need to track the parts stocked in each van.
Which feature should you implement?
- A. Warehouse
- B. Customer Assets
- C. Custom Entities
- D. Product Inventory
Answer: D
NEW QUESTION # 218
You are a Dynamics 365 for Field Service administrator for a construction company.You need to schedule a work order for a group of resources that will work together for a set number of days, week, or months.
How should you achieve the goal without scheduling the same requirements multiple times manually by usingthe schedule board (or with the schedule assistant)?
- A. Use Resource Crew Scheduling
- B. Use Multi-Resource Scheduling
- C. Use Universal Resource Scheduling
- D. Use Facility Scheduling
Answer: B
NEW QUESTION # 219
You are a Dynamics 365 for Field Service administrator. Your company only uses contractors as Bookable Resources. The contractors are not licensed Dynamics 365 users.
The scheduling team books work orders to resources based on location. The team provides you with scenarios because many resources are not showing up in the scheduling assistant.
You need to update bookable resource records based on the provided scenarios.
Which address type should you use with each scenario? To answer, drag the appropriate address type to the appropriate scenario. Each address type may be used one, 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:
Explanation
NEW QUESTION # 220
Drag and Drop Question
You are a field service administrator for your company.
You review the Field Service administrator guide to understand how the status fields can support your company's business processes.
Which unique entity system status value matches with its Entity Type? To answer, drag the appropriate unique entity system status values to the appropriate Entity Type. Each unique entity system status value 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:
Explanation:
Purchase order system statusses:
- Draft
- Submitted
- Products received
- Billed
- Canceled
Agreement system statusses:
- Estimate
- Active
- Expired
- Canceled
Booking system statusses:
- Scheduled
- Traveling
- In progress
- On break
- Completed
- Canceled
NEW QUESTION # 221
You are a Dynamics 365 for Field Service Administrator.
You need to add two compressor sub-components to one of the refrigerator customer assets, in the environment and set up the sub-components for the customer asset.
What must you do to properly set up the assets?
- A. Add the compressor sub-components as sub-assets on the refrigerator customer asset record.
- B. Set the Master Asset on the sub-components to the refrigerator Customer Asset record.
- C. Add the compressor sub-components as customer asset records.
- D. Click View Hierarchy on the refrigerator customer asset record.
Answer: A
Explanation:
Section: Manage assets and agreements
Explanation/Reference:
NEW QUESTION # 222
During User Acceptance Testing, mobile technicians receive the message "Contact your administrator for access to your organization's mobile apps," when logging into the Field Service mobile app.
You need to determine which areas to update within the mobile project, so that technicians can see the appropriate information.
What is a possible way to troubleshoot the issue?
- A. Update the mobile offline profile to include the correct Field Service security roles.
- B. Ensure you have the correct security role (Field Service - Resource), and that the security role is assigned to the Field Service mobile app.
- C. Ensure you have the correct security role (Field Service - Offline Resource), and that the security role is assigned to the Field Service mobile app.
- D. Unpublish the offline profile, update the security roles, save, and republish the offline profile.
Answer: B
NEW QUESTION # 223
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. In the Scheduler Settings, select one Territory.
- B. On the Filter & Map View window, select a Resource Type, then select Save Current Filters as Default.
- C. Add a Booking Requirements tab.
- D. On the Filter & Map View window, select a Service Territory, then select Save Current Filters as Default.
Answer: D
NEW QUESTION # 224
DRAG DROP
You have the Universal Resource Scheduling (URS) security role.
Your organization creates a custom entity. The records for the entity need to be scheduled to resources.
You need to enable the new entity to be scheduled. You select the entity that needs to be enabled and need to continue the set up process.
Which four actions should you perform next, 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/common-scheduler/schedule-anything-with-universal-resource-scheduling
NEW QUESTION # 225
......
Career Path
After successfully completing the Microsoft MB-240 exam, you will be awarded the associate-level certification. It qualifies you to apply for a variety of job roles, for example:
- Sales Operator Analyst;
- Business Analyst (IT).
- Customer Relationship Management (CRM) Analyst;
The average salary for the professionals with this certification can go as high as $141,084 per annum.
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