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Microsoft MB-240 Exam Prep
Microsoft Dynamics 365 for Field Service (Page 6 )

Updated On: 30-Aug-2026
Page 6 of 35
PDF with 343 Questions

DRAG DROP (Drag and Drop is not supported)
Your company has a requirement to use the out-of-the-box resource types to categorize active bookable resource types. This is to ensure easy Microsoft Dynamics 365 upgrades as needed.

You need to ensure that you only use the appropriate resource types.

Which types are available for your use? To answer, drag each description to the appropriate types. Each description 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 match is worth one point.

  1. See Explanation section for answer.

Answer(s): A

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



Your customer asks you to create a dashboard.
The application must meet the following requirements:

-Capture work orders, asset information, and customer information.
-Allow actions to be taken directly from the dashboard.
-Allow data filtration.

You need to determine the type of dashboard you should create in the app designer.
Which type of dashboard should you create?

  1. Power BI
  2. Classic
  3. Single-stream interactive
  4. Multi-stream interactive

Answer(s): D

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



As part of the Microsoft Dynamics 365 Field Service implementation, your company wants to track the time that technicians spend on work orders and other scenarios. The company wants to be able to report on utilization and billing.

You need to advise on the ways time entries can be created in Field Service.
What are three possible ways? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

  1. Automatically tor bookings related to Custom Entities
  2. Manually for Custom Business Processes
  3. Automatically for Work Order bookings
  4. Automatically for bookings related to Cases
  5. Automatically for Time-off requests

Answer(s): B,C,E

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



Your customer wants to set up a minimum charge of $100 for the first 45 minutes of being onsite for a work order.

You need to set up this requirement in Microsoft Dynamics 365 Field Service.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

  1. Create a Field Service price list item where the Flat Fee is set to Yes, the Minimum Charge Duration is 45 minutes, and the Minimum Charge Amount is $100
  2. Create a Field Service price list item where the Flat Fee is set to No, the Minimum Charge Duration is 45 minutes, and the Minimum Charge Amount is $100
  3. Create a new product with Field Service Product Type = Inventory
  4. Create a price list where the Flat Fee is set to No
  5. Create a new product with Field Service Product Type = Service

Answer(s): D,E

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



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 365. 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?


  1. 1. Navigate to the app designer.
    2. In the site map designer, ensure the work order area is present.

  2. 1. Navigate to the app designer.
    2. Under the work order, ensure the custom form is set to be visible.

  3. 1. Navigate to the work order form.
    2. Select Enable Security Roles
    3. Ensure Enabled for Fallback is selected.

  4. 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(s): C

Explanation:

Assign security roles to a form to more finely control access

Control form and field access by assigning different security roles to different forms you create.

1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

2. Go to Settings > Customizations.

3. Choose Customize the System.

4. Enable security roles.

a) Under Components, expand Entities, and then expand the entity you want.
B) Choose Forms. In the list, choose a form to edit it if it has a form type of Main.
c) On the Home tab, in the Form group, choose Enable Security Roles.

5. Assign security roles.

a) In the Assign Security Roles dialog box, select the security roles to which this form will be available.
b) To make this the fallback form, select the Enabled for fallback check box.
At least one form per entity must be a fallback form (the form that is displayed to a user when no other form is available for that user's security role).
c) Choose OK.

6. Etc.


Reference:

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/assign-security-roles-form



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