Microsoft MB-240 practice materials Questions Answers

Exam Code:
MB-240
Exam Name:
Microsoft Dynamics 365 for Field Service Exam
Last Update:
Jun 01,2026

217 Questions Answers Verified by Experts!


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Microsoft MB-240 Questions for Microsoft Dynamics 365 Certification Exam 2026

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Microsoft Dynamics 365 for Field Service MB-240 practice questions with explanations

 

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Page: 1 / 35
Total Questions: 173

Questions & Answers PDF

• Question 1

  

  You are working for a heating, ventilation, and all conditioning (HVAC) service organization.The Held technicians in your organization are working in the Field Service mobile app. The technicians report that they are able to access customer assets, but unable to access functional location and customer asset hierarchy in offline mode.You need to ensure technicians can view the functional location and customer asset hierarchy in their mobile appWhat should you do?

  • Download offline data to the mobile app.
  • Add the technicians to the mobile app's offline profile.
  • Enable asset hierarchy for the mobile app.
  • Ensure there is internet connectivity in the mobile app

  Reveal Answer Answer: B Next Question

• Question 2

  

  You are a Dynamics 365 for Field Service Billing Administrator. Your customer wants to purchase a series of quarterly 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 a complete solution.

  • Create Invoice Setup for preventative maintenance, with Invoice Products tied to Quarterly Price List.
  • Create Invoice Setup for preventative maintenance with Invoice Recurrence of every three months.
  • Create Invoice Setup for site visits, with Invoice Recurrence of each month.
  • Create Invoice Setup for site visits, with Invoice Products tied to Monthly Price List.

  Reveal Answer Answer: B, C Next Question

• Question 3

  

  You recently created a new schedule board tab.You need to ensure that only a subset of users can view this new tab.Which two actions should you perform? Each correct answer presents part of the solution.NOTE: Each correct selection is worth one point.

  • From the schedule board setting, ensure the record is shared with the appropriate users or teams.
  • Ensure the schedule board tab is configured to be shared with specific people.
  • Ensure the users have the proper security role.
  • From the schedule board setting, email the record link to the appropriate users or teams.

  Reveal Answer Answer: B, C Next Question

• Question 4

  

  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?

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

  Reveal Answer Answer: B Next Question

• Question 5

  

  All delivery charges must be automatically added to any Delivery work order, and the price must be set and locked. The delivery charge must be set up in a way so that it is invoiced upon delivery completion.Which three steps should you take to set up the invoice? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

  • Create a Delivery Charge Product Record. Set Field Service Product Type to Service.
  • Create a business rule to set the Delivery Charge work order product record line status to Used, and ensure Unit Amount is 75.00 Make Quantity and Amount fields read only
  • Add the Delivery Charge product to the delivery incident type. Set Quantity to 1
  • Create a Delivery Charge Product Record. Set Field Service Product Type to Non-Inventory.
  • Create a business rule to set the Delivery Charge work order service line status to Used, set Duration to 1 hour and Amount to $75.00. Make Duration and Sale Amount details read only with the business rule.

  Reveal Answer Answer: A, B, C Next Question

• Question 6

  

  You are a Microsoft Dynamics 365 Field Service dispatcher using the Scheduling Assistant function.One of your customers, Adventure Works, does not want one of your resources to be scheduled to work orders going forward. However this resource must be available to be scheduled for other accounts.Solution: You create a Requirement Resource Preference record and set the Preference Type to Restricted and select the work order.Does this meet the goal?

  • Yes
  • No

  Reveal Answer Answer: A Next Question

• Question 7

  

  You are a Dynamics 365 Field Service dispatcher using the Scheduling Assistant function.One of your customers, Adventure Works, does not want one of your resources to be scheduled to workorders going forward. The resource must be able to be scheduled for other accounts.How can you achieve this goal?

  • Create a Requirement Resource Preference record for the resource. Set the Preference Type to Restricted and Cascade to No.
  • Create a Requirement Resource Preference record for the resource. Set the Preference Type to Restricted and Account to Adventure Works.
  • Select Load the Default Filters on the Schedule Board.
  • Create a Requirement Resource Preference record for the resource.

  Reveal Answer Answer: B Next Question

• Question 8

  

  One of your Microsoft Dynamics 365 customers is an existing user of Microsoft Power Pages for their clients and partners. They want to enable the Field Service feature in the portal to allow their clients to track technicians and book an appointment from the portal.You need to provide a recommendation about the Field Service customer experience portal. What should you recommend?

  • Select the Partner portal template to deploy the Field Service customer experience portal.
  • Select the Customer Self-service portal template to deploy the Field Service customer experience portal.
  • Deploy the Field Service customer portal as a standalone experience.
  • Deploy the Field Service customer experience package with any portal.

  Reveal Answer Answer: C Next Question

• Question 9

  

  Your organization wants to use the new Microsoft Dynamics 365 Field Service mobile app. You need to install this app for the technicians.In order to run the initial tests, you install the mobile app and connect with the Sandbox environment to verify that everything is working as expected.Now, you want to connect the mobile app to the Production environmentWhich two actions should you take? Each correct answer presents a part of the solution.NOTE: Each correct selection is worth one point

  • Stay logged in, and select Reconfigure to delete data and clear cache from your device.
  • Sign out, and then log in as your new production user.
  • Go to the main menu, then select the Person icon.
  • Go to the main menu, then select the Settings icon.

  Reveal Answer Answer: B, D Next Question

• Question 10

  

  Your company processes a large number of work orders each day. The company wants to ensure the high priority work orders are dealt with immediately.You need to configure the schedule board so that bookings are easily visible to the dispatchers.How can you configure Dynamics Field Services to increase booking visibility?

  • Configure a work order type for high priority issues, to help categorize high priority work order records.
  • Configure an Incident type for high priority incidents on work order records.
  • Configure the status color for a booking status record, to identify high priority work order records.
  • Configure a priority record to allow you to identify high priority work order records.

  Reveal Answer Answer: C Next Question

Page: 1 / 35
Total Questions: 173

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