As a new start-up field services company, you are looking to streamline your customer service process to provide the best customer service experience.
Your company has decided to implement Dynamics Field Services as the foundation for its customer service management processes.
You need to ensure that the cases that the customer service team creates can be quickly and efficiently converted to work orders (that will minimize the need to add additional information to the work orders) using the out-of-the-box capabilities.
Which key item do you need to configure before the customer service agents will be able to convert a case to a work order?
A dispatcher needs help managing work hours calendar for requirements.
You have the following requirements:
• Add the upcoming holiday calendar for upcoming requirements.
• Add one break time between the shift for 30 mins.
You need to select the correct areas in the image to configure the requirements.
Which two areas should you select? To answer, select the appropriate areas in the answer area.
NOTE: Each correct selection is worth one point.
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.
You are a Dynamics 365 for Field Service scheduling coordinator. When you select the Book button on a work order, Technician A never shows up as available.
You need to update the system to see Technician A’s availability.
What should you do?
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.
You are working on the Dynamics 365 Field Service self-scheduling portal. You are explaining the states of a booking or appointment that are visible in the portal to your customer.
The customer asks which portal states will yield a message that includes a link to an online web experience hosted on Microsoft Power Portals.
Which three messages will include this link? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
You are a new Dynamics 365 for Field Service Administrator for a manufacturing firm.
Your manager has asked you to configure the system to enable scheduling for maintenance of equipment at customer sites. It is against company policy to dispatch resources to sites with known issues such as credit or safety holds. Many site visits may require more than one technician to be sent for the repair.
Which resource scheduling component should be used for each task? To answer, drag the appropriate
resource scheduling component to the appropriate task. Each resource scheduling component 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: 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 accurately capture the cost of work order bookings.
Solution: You implement the following configuration changes:
1) Create Resource Pay Types for regular, holiday, overtime, travel, and breaks.
2) Assign an Hourly Markup percentage to each Resource Pay Type.
3) Assign Resource Pay Types to the applicable Pay Type.
4) Create the Holiday Schedule.
Does this meet the goal?
You are managing your organization's assets.
You need to give your organization's technicians better visibility of their locations in order to reduce travel time and time spent searching for the asset when the technicians arrive on site. How should you structure the system to manage this request?
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.
You need to set up the system to meet LitWare’s inspection requirements.
Which three actions should you perform in sequence in the Field Service app? To answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions in the 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.
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.
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?
You need to configure the dental check-up. before relating it to the existing incident type. What should you create?
You need to add a control to display the required information for all assets to the custom page. Which control should you use?
You need to ensure the prop master can use their mobile app when visiting the Natural History Museum.
Which five actions should you perform in sequence? To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five appropriate actions in the Correct order.
You need to complete the cloud flow to send the push notification to the robotics engineer.
How should you configure the cloud flow's trigger? To answer, select the appropriate settings in the fields of the cloud flow.
NOTE: Each correct selection is worth one point.
You need to update the Natural History Museum work order for the current job.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two. NOTE; Each correct selection is worth one point. Q A. Select the asset on the work order service.
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.
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 has requirements for configuring the services around the region.
You need to set up the system to meet those requirements.
Which four actions should you perform in sequence? To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.
You need to advise LitWare administrators on configuring advanced options for inspection requirements. Which option should you recommend?
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.
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.
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.
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.
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?
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.