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NEW QUESTION # 87
Your company uses Dynamics 365 for Field Service.
The company's inventory clerk goes to the bin location for electrical switchesand discovers there are none instock. However, the Field Service Inventory shows a quantity of one.
In which order should the required fields be entered to adjust the inventory tothe correct amount? To answer,move the three appropriate actions from the list of actions to the answer area and arrange them in the correctorder.
Answer:
Explanation:
NEW QUESTION # 88
The field service team manager needs you to give a new technician user access to the system. The technician will use the mobile application to fill out work orders when they are onsite doing filed work to repair factory motors at customer sites. When the dispatcher takes vacation, the new technician user will manage dispatcher functions.
Which two field service security roles will the new technician user need? Each correct answer presents part of the solution.
- A. Field Service-Mobile User
- B. Field Service-Dispatcher
- C. Field Service-App Access and Field Service -Resource
- D. Field Service-User
Answer: B,C
Explanation:
Section: Configure field service applications
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/view-user-accounts-security-roles#field-service-roles
NEW QUESTION # 89
Contoso, Ltd has just acquired a new company in order to increase the services it offers to its customers.
Contoso, Ltd. wants to ensure that it is able to track all of the stages in its service management workflow, including the services offered by the new service company.
You need to configure Dynamics 365 CE for Field Services to ensure that all of the necessary status values are configured correctly to track your company's unique business process.
Which action must you perform?
- A. Create the necessary service task values.
- B. Create the necessary sub-status values.
- C. Create the necessary system status values.
- D. Edit the existing system status field values.
Answer: B
Explanation:
Section: Configure field service applications
NEW QUESTION # 90
You are a Dynamics 365 for Field Service Mobile (FSM) customizer.
Technicians report that they are not seeing their Bookings in the FSM app.
You need to investigate why they cannot see their bookings.
What are three actions you must take to perform your investigation? Each correct answer presents a complete solution.
- A. Check that FSM app is synching to server.
- B. Check Drip Scheduling setting on the Bookable Resource.
- C. Check if sync filter on Bookable Resource Booking entity is too restrictive for offline mode.
- D. Check sync filter on Bookable Resource Booking View.
- E. Check if sync filter on Bookable Resource entity is too restrictive for offline mode.
Answer: B,C,E
Explanation:
Section: Manage field service mobility
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/mobile-faq-bookings-not- showing
NEW QUESTION # 91
You are a Dynamics 365 Field Service functional consultant who is 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.
Which three steps are required to create this new incident type?
- A. Add all necessary services to the incident type.
- B. Add any necessary notes for this incident type.
- C. Create/save/publish the all necessary service tasks and products.
- D. Add all necessary service tasks and products to the incident type.
- E. Create and save the incident type.
Answer: C,D,E
NEW QUESTION # 92
You are setting up a maintenance agreement for a new customer that will require preventative maintenancevisits as well as emergency visits to repair unforeseen equipment failures.
You want to be certain that the price the customer is charged for all maintenance and repairs visits accuratelyreflects the agreed upon price list. The price of the spare parts used in equipmentrepairs varies significantly bythe territory where the client is located.
As the work order administrator, you need to ensure that the prices used when generating the invoices forwork completed are correct, based on the agreement with the customer and the territory of the customer.
What are three ways that you can accomplish this goal? Each correct answer presents a complete solution.
- A. Add a regional price list to the work order type that includes the price for products and services used.
- B. Add a regional price list to the agreement that includes the price for products and services used.
- C. Add a territory relationship to the work order that includes the price for products and services used.
- D. Add a territory relationship to the agreement that includes the price for products and services used.
- E. Add a regional price list to the work order product that includes the price for products and services used.
Answer: B,C,E
NEW QUESTION # 93
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?
- A. 1. Navigate to the work order form.
2. Select Enable Security Roles
3. Ensure Enabled for Fallback is selected. - B. 1. Navigate to the app designer.
2. In the site map designer, ensure the work order area is present. - C. 1. Navigate to the app designer.
2. Under the work order, ensure the custom form is set to be visible. - D. 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: A
NEW QUESTION # 94
You are a Microsoft Dynamics 365 Field Service dispatcher. A customer's work order has a particular characteristic and time requirement that is different from most other work orders. You need to be shown the most suitable resources, and manually book the one that matches the customer's requirements. What should you do?
- A. Schedule by using drag and drop on the Schedule Board.
- B. Schedule by building a rule to automatically assign the customer-preferred resource.
- C. Schedule by using the Schedule Assistant.
- D. Schedule the using Resource Scheduling Optimization.
Answer: A
NEW QUESTION # 95
You are a Dynamics 365 for Field Service Administrator. You configure Route Scheduling Optimization (RSO) and publish the schedule.
One of your schedulers indicates two of their resources are not getting work orders assigned.
You need to determine Auto Geo Code Addresses to Yes in Field Servic rk orders through RSO.
Which three options should you choose? Each correct answer presents a complete solution.
- A. The Work Location field is not set to Onsite.
- B. Optimize Schedule field is not set to Yes.
- C. Scheduling Method is not set to Optimize.
- D. Start Location and End Location fields are not the same.
- E. Work Hours is not properly configured for days being optimized.
Answer: B,D,E
Explanation:
https://docs.microsoft.com/en-us/dynamics365/field-service/rso-faq
NEW QUESTION # 96
You work for a recycling company that provides customers with large compactor units to collect their recyclable materials. The compactor units are comprised of two separate components: a container to collect the recyclable materials and a separate component that compacts the recyclable materials to make them easier to transport.
These containers are expensive, and the components tend to break down frequently, requiring ongoing maintenance and repairs.
You need to easily track the containers that your company has at each client location and maintain a service history for each of the sub-components.
- A. Configure the customer asset records hierarchically, and maintain service history at the service account level.
- B. Configure the customer inventory records in a hierarchy, and maintain service history at the sub-component level.
- C. Configure the customer asset records hierarchically, and maintain service history at the sub-component level.
- D. Configure the customer inventory records individually, in order to maintain the service history at the parent component level.
Answer: C
Explanation:
Section: Manage assets and agreements
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure-set-up-customer- assets
NEW QUESTION # 97
You need to use the Agreement function in Microsoft Dynamics 365 Field Service to automatically generate work orders and invoices. This configuration will be used for preventative and maintenance work.
You need to determine the configurations that are available for you to use in the Agreements setup.
Which three configurations are available? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- A. Auto Generate Work Order
- B. Auto Generate Booking Dates in 24 hours
- C. Booking Recurrence specification
- D. Generate Work Order Days in Advance
- E. Resources Priority
Answer: A,C,D
NEW QUESTION # 98
You plan to convert products that you use on work orders to customer assets. You need to automatically create customer assets for all work orders.
How should you configure the products?
- A. On the Work Order Product record, set the value of Convert Product to Customer Asset to Yes.
- B. On the Incident Type record, set the value of Product to Customer Asset to Yes.
- C. On the Work Order Type record, set the value of Product to Customer Asset to Yes.
- D. On the Product record, set the value of Convert to Customer Asset to Yes.
Answer: D
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure-set- up-customer-assets
NEW QUESTION # 99
Your client wants to build some workflows to automate certain approvals.
You need to enable Microsoft Power Automate flows in the Microsoft Dynamics 365 Field Service settings.
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.
Answer:
Explanation:
Explanation
NEW QUESTION # 100
Your company uses Microsoft Dynamics 365 Field Service to schedule work orders.
One of the field service operations managers needs to understand when the different resource types should be scheduled.
You need to provide the manager with a matrix of when you should schedule the various resource types on a work order.
What are the resource types you should use for each scenario? To answer, drag the appropriate resource type to the appropriate scenario. Each resource 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 the content.
NOTE: Each correct match is worth one point.
Answer:
Explanation:
NEW QUESTION # 101
Your client recently started using the inspections functionality in Microsoft Dynamics 365 Field Service. The client has many instances where work orders are not required for carrying out inspections. You need to provide a solution so that field technicians can carry out inspections without work orders. What should you do?
- A. Add inspections to cases.
- B. Add inspections to a crew.
- C. Add inspections to a field technician.
- D. Add inspections to customer assets.
Answer: A
NEW QUESTION # 102
You are a Dynamics 365 for Field Service Administrator. You configure Route Scheduling Optimization (RSO)and publish the schedule.
One of your schedulers indicates two of their resources are not getting work orders assigned.
You need to determine reasons why the two resources are not assigned work orders through RSO.
Which three options should you choose? Each correct answer presents a complete solution.
- A. The Work Location field is not set to Onsite.
- B. Optimize Schedule field is not set to Yes.
- C. Scheduling Method is not set to Optimize.
- D. Work Hours is not properly configured for days being optimized.
- E. Start Location and End Location fields are not the same.
Answer: B,C,E
NEW QUESTION # 103
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.
Answer:
Explanation:
1 - Add new service territories.
2 - Add new resource territories.
3 - Map postal codes to service territories.
4 - Assign members to territories.
NEW QUESTION # 104
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. Agreement
- B. Installation
- C. Returns
- D. Inspection
- E. Preventative Maintenance
Answer: B,D,E
Explanation:
Topic 1, Contoso
General Overview
Contoso is a large international manufacturing company that has offices around the world with service and scheduling departments in each office. In addition. Contoso has sates reps throughout the world.
Contoso has main offices in North America. Europe and Asia, with global headquarters based in Redmond, Washington, USA. Each of the regional offices has their own sales and service teams. The regional HQ locations also include sales and services leaders and executive management. Global HQ houses company executives for various departments, including sales and service.
Office hours are from 8:00 am to 6:00 pm. every day of the week except holidays, which have no work hours. This applies to all offices, using their local time zone. Third-party contractors handle work outside of normal work hours at a higher rate Field Service staff Contoso's service technicians around the world will be a combination of internal employees and third-party contractors.
* Pay type is Straight for regular work hours, and Overtime for work on holidays and after hours.
* All technicians have the capacity of handling just one job at a time, while supervisors can handle 2 jobs at a time.
Contoso's internal field service employees:
* Begin and end their workday at their home of record.
* Have a default office location / regional office.
* Are assigned to multiple territories.
All third-party contractors:
* Begin and end their workdays at their office location.
* Have a default office location / regional office.
* Are assigned to only one territory.
Dispatchers:
* Work at the Main office for their region
* Assigned to all territories in the region.
* Have privileges to customize their Schedule Boards.
All field service technicians will utilize the Field Service mobile app.
* Contoso employees will have full field service licenses, while third-party contractors will not.
* Field Service technicians will not have access to Leads. Opportunities or other sales-specific data.
* Dispatchers can see all data for their region, though they will mostly be scheduling for only one territory.
Contoso has several classes to distinguish the capability and training level of its field technicians. All work order bookings need to respect these classes and book resources accordingly.
Org structure setup
Contoso currently uses Dynamics 365 Customer Engagement for leads, opportunities, quotes and orders. There are currently 200 sales users in North America. 500 in Europe and 400 in the Asia-Pacific region.
The Contoso physical environment is structured in the following manner, with the roles noted.
Field Service structure
Contosos field service technicians respond to all installation work orders with two human resources:
* One licensed technician (Level 3). and...
* One apprentice technician. Apprentices can be either Level 1 (new trainee) or Level 2 (halfway through training).
In many cases installation work also requires the use of specialty tools, depending on what is being installed The current system does not have any way to track the level of skill for each resource, nor the uses for the specialty tools. This is handled as "tribal knowledge." Preventative maintenance work orders can be handled by one resource if they are a Level 2. If the resource is a Level 1. they must be accompanied by a Level 3 resource, and vice versa.
All field service technicians are required to complete OSHA training annually. In their first year of apprenticeship they must complete the full 40-hour course. In the next 2 years they must complete the 8-hour refresher course. This cycle repeats every 3 years for the duration of their employment.
In the current system, when a technician has finished with a work order, they turn in the paper copy with their notes to the dispatcher. The dispatcher then gives that information to a back-office employee, who will check the work order to ensure accuracy before creating an invoice. Contoso wishes to automate this exact process in the new system.
Customer base
About half of Contoso's customer base includes Not For Profit service organizations. The implications for billing are complex, so it's important that Tax Exempt Status be noted for all Accounts and flow through to all Work Orders. NFP Customers who are associated with government entities will pay for travel time; other customers will not. This information should flow from the Billing Account to all associated Service Accounts.
Most Contoso customers sign agreements for Preventative Maintenance. Contoso uses templates and incidents to ensure services standards are the same across all regions. Preventative Maintenance agreements include monthly inspection and quarterly cleaning and inspection, with billing occurring quarterly.
Remaining consistent
Contoso plans to keep the current data structure and extend it to the new Field Service functionality.
Field Service users will fall under the same organizational structure currently implemented for the sales staff.
* Field service technicians will only be able to see their assigned work orders and bookings.
* Dispatchers will be able to see all work orders and bookings for the region- Planned changes Contoso plans to implement Dynamics 365 Field Service with mobile access. They will be using incidents, work orders, bookings and invoicing. The following requirements were gathered during analysis:
1. Work Orders and Scheduling.
o Automated and suggestion-based scheduling.
o Scheduling based on required technician skills and number of technicians needed.
o Schedule resources based on location, minimizing travel time when possible.
o Technicians must be onsite within 3 hours of an emergency Work Order being assigned to them.
o The travel time should automatically update upon changing a booking.
2. Agreements
o Setup and create work orders, bookings and invoices for preventative maintenance with work orders automatically created 14 days before PM is due. o EscaJation of Work Orders based upon agreed customer commitment. o Ability to designate clients as Preferred, with special pricing.
3. Products and Services
o Warehousing and inventory management processes will be implemented, including tracking products moved onto trucks for installation at customer sites.
o Implement a parts return process that includes having a technician uninstall the part to be returned.
o Multiple price lists will be used, divided into Gold, Silver and Bronze levels, based on the spending level of each customer.
o Internal teams need the capability to associate a 3D image to a Customer Asset record.
o Products added to a work order should be set to Allocated.
4. Resources
o Implement Company Holidays for North American regions, o Implement Paid Time Off for all regions.
o Specialty equipment will be scheduled on work orders as needed.
o Training and skill levels will be noted as appropriate for resources.
5. System
o Geocoding will be activated throughout the system.
o Territories will be used for Accounts, Resources and Work Orders.
Technical Requirements
Contoso identified the following technical requirements:
1. Invoking
o Auto creation of invoices upon work completion.
o The system must track the price of resources based on holidays and after-hours scenarios at a rate of one and a half times the no*mal billing rate.
o Travel time is billable for all field service technicians, pay type Travel, which should be noted on all Service Accounts.
2. Resources
o Contractor technicians require access to work order and customer details once assigned to a booking.
o Dispatchers need a schedule board for their region(s).
3. Products and Services
o All parts that are removed from a customer's equipment must be returned to the Main warehouse.
o Products to be marked as Assets will be configured accordingly.
o All products that will become Assets require instalation by a technician.
o All products are received into the Main warehouse.
4. Work Orders
o The ability to have templates for work orders; The templates will provide guidance for technicians along with recommended products and default services.
o Once a work order is posted it should no longer show on views.
o Contoso will use the "out of the box" work order statuses to begin, though they may be changed in later phases of the project.
5. Scheduling
o Once a work order is scheduled, do not change the time.
o Work Orders scheduled to technician(s) who do not have the desired skill set and level should show a warning.
6. Security and access
o Safeguards must be in place for the data on the Field Service Mobile App if a technician loses his mobile phone or tablet device, o The Field Service Administrator needs the ability to update the defaults for the schedule assistant.
7. Accounts
o Any Service Accounts that do not have a Billing Account noted should show a warning, o Any Billing Accounts that do not have a Price List noted should show a warning.
NEW QUESTION # 105
You are deploying the Microsoft Dynamics 365 Field Service mobile app at your organization.
You are in the process of creating push notifications for the mobile app, and you have the following requirement:
When a field service technician is assigned an emergency priority work order, the technician should be immediately notified on their mobile phone.
What should you do?
- A. Create a notification Power Automate flow using a scheduled flow. The condition within the flow should look at Bookable Resource Bookings where the out-of-the-box priority field has a value of Emergency priority.
- B. Create a notification Power Automate flow using an automated flow. The condition within the flow should look at the Resource Requirement entity where the out-of-the-box priority field has a value of Emergency priority.
- C. Create a notification Power Automate flow using an instant flow. The condition within the flow should look at the Bookable Resource Booking entity where the out-of-the-box priority field has a value of Emergency priority.
- D. Create a notification Power Automate flow using a scheduled flow. The condition within the flow should look at the Work Order entity where the out-of-the-box priority field has a value of Emergency priority.
Answer: B
NEW QUESTION # 106
Your company uses Dynamics 365 for Field Service.
The company's inventory clerk goes to the bin location for electrical switches and discovers there are none in stock. However, the Field Service Inventory shows a quantity of one.
In which order should the required fields be entered to adjust the inventory to the correct amount? To answer, move the three appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation
NEW QUESTION # 107
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