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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 36S. 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?
You are working with your customer to define their booking timestamps and booking journals. Your customer needs your help to understand the capabilities.
Which two explanations are appropriate? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.
You are setting up a maintenance agreement for a new customer that will require preventative maintenance visits 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 accurately reflects the agreed upon price list. The price of the spare parts used in equipment repairs 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 for work 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.
You are a Dynamics 365 Field Service technician at a customer site. Three additional existing customer assets need to be added to the work order. You need to add these customer assets to the work order. 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?
You are setting up assets for a customer.
The VP of Field Service wants to have greater visibility to all the serialized components of an asset in a hierarchical view.
Solution: You define the Top-Level Asset with as many parent-child sub-assets as necessary, rolling up for viewing in a hierarchy.
Does this meet the goal?
You are a Dynamics 365 for Field Service Mobile Administrator (FSM).When technicians log into FSM, they receive the following message:
“Your organization has not configured Field Service Mobile.â€
You log into FSM and cannot reproduce the issue with your login.
What must you do to fix the issue?
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?