Microsoft Dynamics 365 for Field Service Questions and Answers
Contoso has asked that you create several work order types to meet their Requirements and Planned Changes.
Of the many work order types requested, which three should you create? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A work order has been created with Bharti Airtel as the Billing Account and Airtel Kolkata as the Service Account.
You need to determine the account where various work order information originates. The sheeted work order type and entitlement do not have any of this information.
Which account belongs to each piece of work order information? To answer, drag the appropriate account to the correct piece of work order information. Each account 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 content.
NOTE: Each correct match is worth one point.
A dispatcher in Indianapolis. Indiana receives an emergency service call on July 4 and assigns the booking to a third-party contractor, attaching the emergency SLA. The contractor receives notification of the work order and travels from his home to the job site, arriving 3.5 hours after the work was assigned.
The contractor works for 2 hours, installing 2 new identical chillers, which need to be added to the customer's annual maintenance agreement. The contractor fills in product usage and notes, gets the client's signature, and then changes the booking status to Completed
A back office employee needs to look at the work order to ensure accuracy, then change the status to Posted.
When performing a quality check, what will the back office employee expect to see as a result of this service call? To answer, drag the appropriate record type to the correct statement. Each record type 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 content.
NOTE: Each correct match is worth one point.
Dispatchers at Contoso have access to a wide range of information because they often cover for each other within the region. However, for their normal dairy operations, they only need to be able to see resources in their territory.
The dispatcher needs to customize their schedule board to filter resources to their territory. What should the dispatcher do?
You need to create a Preventative Maintenance Agreement that meets Contoso standards and requirements.
Which five actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
When Contoso installs chillers for customers, they are expected to follow the same procedure for each install.
You need to configure the functionality necessary to automatically add all the tasks and resources needed to a work order when the work order type is Chiller Installation. You must follow the established Contoso guidelines for installation requirements, as outlined in the Case Study, and create the most efficient process possible.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
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.
A new service technician was recently hired on at Litware, Inc. and is assigned to the HVAC team. The service technician is still learning about the job and the units the company sells and services.
The service technician has been assigned to a repair work order for a unit. Upon arrival and inspection, the service technician turns off the one circuit breaker to the unit, but is not sure what should be done next. The service technician makes a phone call to the internal help team, but they aren't sure how to provide guidance as they cannot see what exactly the service technician is looking at and the service technician cannot describe it.
What should the company implement to handle this sort of issue?
Litware, Inc. needs your company to suggest a best practice for implementing multi-resource work order scheduling for kitchen cabinet installation jobs, that includes a new, inexperienced technician.
In addition, they need a resource skilled in cabinet installation and cabinet resurfacing.
Using the requirements provided, which five actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
During requirement and design discussions, Litware. Inc. Subject Matter Experts (SMEs) discuss a specific scenario.
A customer purchases an HVAC system along with a 1-year service contract and a 3-year extended warranty. After 9 months, the system shuts down and the customer cannot get it started back up. The customer calls into Litware, Inc. to inform them the system is down and he needs a service technician to come out to fix the unit.
The SMEs want to know which functionality within Dynamics 365 Field Service can handle the scenario.
Which configuration steps should you take in each of the categories listed? To answer, drag the appropriate configuration to the correct category in the answer area. Each element 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 content.
NOTE: Each correct match is worth one point.
Litware, Inc. designers sometimes have to schedule an experienced technician and trainee to go out to a customer's home to take measurements.
One of their customers, wants a kitchen and bathroom remodel completed during the same timeframe. The customer has asked for Litware, Inc. to have both measurements completed at the same time.
Currently, Litware, Inc. does not any technicians with both kitchen remodeling and bath remodel skills. Litware, Inc. wants to use the new Quick Book functionality to schedule multiple resources to this work order.
Which five actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
You are a Dynamics 365 for Field Service Administrator.
You are setting up a new Incident Type. There are no service tasks or products created that are related to this incident.
Which seven actions should you perform in sequence to add these services? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
You are a Dynamics 365 for Field Service Administrator.
You have a requirement to make a custom attribute "Contract Status" required and to not allow invalid data to be entered in the attribute.
What are three ways that you can make an attribute required on a form within the Dynamics 365 for Field Service Mobile App and ensure invalid data cannot be entered? Each correct answer presents a complete
solution.
Your company is preparing to deploy the Dynamics Field Service with Mobile Application.
Your manager asks you to ensure that the Booking Statuses will match with the current business process the field technicians are following.
As the Field Service Administrator, you review the documentation and discover that the out-of-the-box BookingStatuses will meet your company's needs.
What is the order of the Booking Statuses for the five out-of-the box booking status fields? To answer, move
the five out-of-the-box booking status fields to the answer area and arrange them in the correct order.
You are the lead consultant on a Dynamics 365 Field Service implementation for an automotrve repair company.
The company wants to be able to create work orders from customer emails using the Field Service app for Microsoft Outlook.
What are two ways to do this? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
After selecting the field Service app icon on the email select the Work orders tab and select the plus icon to manually create a work order
You have the Universal Resource Scheduling (URS) security role.
Your organization creates a custom entity. The records for the entity need to be scheduled to resources.
You need to enable the new entity to be scheduled. You select the entity that needs to be enabled and need to continue the set up process.
Which four actions should you perform next, in sequence, to achieve the goal? 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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