Microsoft MB-240 Exam (page: 3)
Microsoft Dynamics 365 for Field Service
Updated on: 25-Dec-2025

Explanation:

Explanation:

Reference:

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

Explanation:

When scheduling work orders and other entities, you can match the required service territory to the resources in those territories.

Assign resources to territories.
Field technicians, equipment, and facilities - represented in the system as Bookable Resources - can belong to one or more territories in order to define the geographic territories they work in.

1. Go to Resources in the main menu and select the resource you want to add to a territory.
2. From the resource form, go to Related > Resource Territories.
3. Select + Add New Resource Territory.
4. Populate the Territory, Resource, and Name (optional).

Reference:

https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-territories

Explanation:

Field service product types:

Inventory: This option is used for products of high value, or products that are inventoried and have quantities tracked in a warehouse.

Non-inventory: This option is used for low-value items that are typically not inventoried. Examples of this are consumables like stickers or zip ties.

Service: The service option is used to create service products, which is the labor that you sell to your customers. The quantity of service products is measured with a duration of time. Only service products can be associated with a work order as a service.

Reference:

https://community.dynamics.com/365/fieldservice/f/dynamics-365-for-field-service-forum/288124/field-service-product-type/825741

Explanation:

Box 1: Account or Contact
Resource type is a classification that describes who or what the resource is and how the resource relates to your organization.

* Account or Contact: Choose this option if the resource isn’t directly a part of your organization, but needs to be scheduled. A common example is subcontractors. This also allows the scheduling framework to more easily apply to an organization's existing Dynamics system that may be using accounts and contacts to manage workers, partners, and contractors before Field Service is purchased and implemented.

Box 2: Resource type
* User: Choose this option if the resource is a person and a member of your organization. This resource type must be chosen if the resource is a frontline worker who needs access to the Field Service mobile app.

Box 4: Equipment
* Equipment: Choose this option if the resource is a piece of equipment, tool, or machine that must be scheduled.

Note: Remaining Resource types:
* Crew: Choose this option as the first step to create a crew to assemble a group of resources where scheduling the crew resource will schedule all crew members.

* Facility: Choose this option if the resource is a physical space that needs to be scheduled, such as a building or room.

* Pool: Choose this option as the first step to create a pool to assemble a group of similar resources to manage capacity. Among other differences, a pool differs from a crew in that scheduling a pool doesn’t schedule all pool members.

Reference:

https://learn.microsoft.com/en-us/dynamics365/field-service/set-up-bookable-resources

Explanation:

Overview and configuration of interactive experience dashboards
The interactive experience dashboards come in two forms: multi-stream and single-stream.

The multi-stream dashboards display data in real time over multiple data streams. There’s no limit on how many streams you can configure on the dashboard. The data in a stream can be based only on one entity, but, each stream can be based on a different entity. In the entity-specific dashboards, all streams are based on the same entity. The data flows from various views or queues, such as My Activities, My Cases, or Cases in the Banking Queue.

Incorrect:
* Single-stream interactive
The single-stream dashboards display real-time data over one stream based on an entity view or queue.

Reference:

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/configure-interactive-dashboards

Explanation:

There are three ways time entries are created in Dynamics 365 Field Service:

-automatically during the work order process (C)
-manually for custom business processes (B)
-automatically for time-off requests (E)

C: Work order life cycle and statuses in Dynamics 365 Field Service
Work order system statuses, work order substatuses, and booking statuses all work together to help stakeholders stay up to date with work orders from creation to closing. Updating one of these statuses can update the others automatically.

Work Order System Statuses are noted on the work order entity, marking the current point of a work order in its life cycle. Work order system statuses are:

-Unscheduled
-Scheduled
-In Progress
-Completed
-Posted
-Canceled

Reference:

https://learn.microsoft.com/en-us/dynamics365/field-service/field-service-time-entry
https://learn.microsoft.com/en-us/dynamics365/field-service/work-order-status-booking-status

Explanation:

D: Set Flate Fee to No.
Set the Flat Fee option. Flat fee applies a fixed price to a service, regardless of duration. The fixed price is derived first from the price list item amount, and then the list price on the product record.

E: Choose a Product/Service. By not adding a product or service, the options apply to all services added to a work order when selecting the parent price list. Not adding a product is helpful if, for example, you want to add a minimum charge amount to all services in the price list. It saves time because you don't need to add all services as Field Service Price List Items.

Incorrect:
Not A, Not B: Minimum Charge Duration should not be 45 minutes.
Minimum Charge Duration specifies the time not billed before charging the customer.

Note: Add Field Service price list items
You can add more pricing options for products and services by creating Field Service Price List Items. You can add a product or service that isn't a price list item. In this case, the list price on the product record will be used.

1. Open a Price List record.

2. Select Related > Field Service Price List Item.

3. Select Add Field Service Price List Item.

4. On the General tab:
Provide a Name.

Choose the Duration Rounding Policy.

Set the Flat Fee option. Flat fee applies a fixed price to a service, regardless of duration. The fixed price is derived first from the price list item amount, and then the list price on the product record.

Minimum Charge Duration specifies the time not billed before charging the customer.

Choose a Product/Service. By not adding a product or service, the options apply to all services added to a work order when selecting the parent price list. Not adding a product is helpful if, for example, you want to add a minimum charge amount to all services in the price list. It saves time because you don't need to add all services as Field Service Price List Items.

Reference:

https://learn.microsoft.com/en-us/dynamics365/field-service/create-price-list