You are Dynamics 365 for Field Service Administrator and work for a manufacturing company. The company provides customers with large power systems for sophisticated data centers. The power systems are serviced by a field engineering team.
The field engineering team documents work done on repairs and maintenance by completing Work Orders within Dynamics 365.
You need to easily schedule work orders for the field engineering team via the schedule and enable geocoding.
Which two steps must you take to schedule resources via the schedule board and enable geocoding? Each
correct answer presents part of the solution.
Your company has a requirement to use the out-of-the-box Resource types to categorize Active Bookable Resource types. The company wants to ensure easy 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 on the left to the appropriate column on the right. 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 selection is worth one point.
You are implementing a Microsoft Dynamics 365 Field Service solution for a client.
The client needs to be able to view the Parent Asset and Master Asset when the Primary Incident Customer Asset is associated to a work order. The asset data should nor be stored directly on the work order. It should only be visible when the Customer Asset is selected.
Solution:
1. Create the Parent Asset and Master Asset on the work order.
2. Use a business rule to populate the fields from the Customer Asset.
Does this meet the goal?
You are a Dynamics 365 for Field Service Dispatcher reviewing automatically generated bookings for optimization of the schedule.
You notice that, for certain customers, Work Orders are being generated without service tasks, products, or services, when they should have them documented from the Agreement.
Which two of the following should you troubleshoot? Each correct answer presents part of the solution.
You are setting up a new incident type that will contain three service tasks and two products. None of your existing service tasks, services or products will work for this incident type.
You need to create this new incident type.
Which three steps are required? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
Your organization wants to roll out a preventive maintenance offer to select existing customers to help improve customer satisfaction and service revenue.
As part of this initiative, your organization wants to provide some specific customers with a one (1) year 10% discount on all work order products and services based on a preset price list.
You need to ensure that this discount is applied dynamically upon creation of a relevant work order.
Solution: Create a price list with the associated products and services, and use this price list while creating an entitlement. Then, specify the discount percentage in the entitlement for each customer.
Does this meet the goal?
You are identifying Inconsistencies in recent work order billings.
You find a work order that does not have art Invoke and Actuals posted
What are two reasons why this may have happened? tach correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Your organization recently implemented Microsoft Dynamics 365 Field Service. In preparation for user training, you created two new tabs on the schedule board, and configured them based on the line of business.
You need to ensure that users know how to control access to those newly created tabs.
Which three sharing options are available for the tabs? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
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 app
What should you do?
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 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 a Dynamics 365 for Field Service system administrator.
You are configuring a new instance of Dynamics 365 for Field Service. The organization needs to automatically generate work orders based on agreements, and send invoices on a recurring basis by customer.
Solution: You implement the following configuration changes.1) Create Agreement
2) Define Agreement Products
3) Set Booking Recurrence
4) Create Invoice Setup
5) Define Invoice Recurrence
Does this meet the goal?
