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Exam MB-240 topic 1 question 36 discussion

Actual exam question from Microsoft's MB-240

Question #: 36
Topic #: 1

DRAG DROP -
You are a dispatcher for a cable installation company that provides installation services in multiple territories. The company is using Dynamics 365 for Field
Service to manage their work orders. Every time a work order is created, the dispatch team is manually assigning the work order to a territory in order to book the correct resources.
You are tasked with ensuring that Dynamics 365 will automatically assign work orders to territories so that the dispatcher can search for the correct resources.
Which four steps, in sequence, must be configured to ensure that when work orders are created they will automatically be mapped to the correct territory? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
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by marimar at Nov. 15, 2019, 12:43 p.m.

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Adam_Stedry

9 months, 2 weeks ago

In exam 08/23 - similar

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Candy2002

1 year, 5 months ago

Supplement on previous comment, I found another way which is similar to the answer 1. Create a new territory 2. Create a service territory (from related tab in Territory) 3. Map Postal Code 4. Click to specific resource 5. Create a relationship between the Resource & the Service Territory 6. Assign Account (Customer Account) to specific Territory

upvoted 2 times

enriquegmanzano

7 months ago

4 steps! not six!

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Candy2002

1 year, 5 months ago

I think the answer is not valid. The steps for now should be something like this. 1. Create a new territory 2. Map Postal Code (It is under territory, not under service territory, so it is better to put it here, though it is optional to map postal code) 3. Click on specific Resource record > Create Service Territory 4. Create a relationship between the Resource & the Service Territory 5. Assign Account (Customer Account) to specific Territory

upvoted 1 times

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ceejaybee

1 year, 12 months ago

In exam, Jun-22 (similar question, not exactly the same)

upvoted 1 times

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Power_Ninja

3 years, 3 months ago

Sequence for the first 3 is correct however the 4th is just weird i.e. "Assign members to territories" I'm interpreting as Field Service -> Settings -> Territories -> Members (Related entity) which adds no value to scheduling. It must be valid though as the remaining are not.

upvoted 3 times

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BeachVball

3 years, 4 months ago

The proposed answer is correct. Assign members to territories>>here members means both Resources and Accounts to be added to territories - One Resource can be linked to multiple territories, Account only belongs to one territory (Service Territory lookup) Postacel codes can be also mapped at the end

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Nandha

3 years, 10 months ago

smar

4 years ago

Does anyone know (couldn't find the answer), what is the difference between Resource Territories and Members? I know that a resource can be related to one or more territories, but Members..Anyone?

upvoted 1 times

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Qr4nk

4 years, 1 month ago

The given answers are all correct!

upvoted 3 times

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RitsR

4 years, 1 month ago

Why don't we have the right answers selected to avoid confusion?

upvoted 2 times

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radek333

4 years, 2 months ago

Last step is incorrect. Last one should be "use the territory lookup on each user record to assign territory" instead of "Assign members to territories" https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-territories

upvoted 1 times

Gitaras

4 years, 2 months ago

I would disagree, other types of resources can belong to a territory as well such as equipment and facilities. Therefore Assign members to territories is correct in my opinion.

upvoted 3 times

harry11

4 years ago

Agree, but using members ("add member") only allows user to be added.. To add an equipment/facility you have to go to resource - resource territory - new resource territory which is not provided as option.

upvoted 1 times

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