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D365 > MB-240 > Flashcards

MB-240 Flashcards

1
Q

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?
A. Yes
B. No

A

B. No

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2
Q

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 Business Closures.
5) Create Bookable Resources with Hourly Rates.

Does this meet the goal?
A. Yes
B. No

A

B. No

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3
Q

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 Business Closures.
5) Create Bookable Resources with Hourly Rates and Work Hours.

Does this meet the goal?
A. Yes
B. No

A

A. Yes

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4
Q

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?
A. Yes
B. No

A

B. No

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5
Q

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 Booking Setup
3) Create Invoice Setup
4) Set Auto Generate Invoice = Yes
5) Populate Generate Agreement Invoices X Days in Advance

Does this meet the goal?
A. Yes
B. No

A

B. No

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6
Q

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 Booking Setup
3) Set Booking Recurrence
4) Create Invoice Setup
5) Define Invoice Recurrence

Does this meet the goal?
A. Yes
B. No

A

A. Yes

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7
Q

You are a Dynamics 365 for Field Service Administrator. Your organization wants to use Connected Field Service for existing Customer Assets.
You install Connected Field Service and set up Azure IoT Central, but it seems no alerts are being received in Dynamics 365 for the devices.
You need to find the issue and resolve it.
Which action should you choose?

A. Configure the Create CFS alerts from IoT Central Workflow within Dynamics 365.
B. Create the IoT Connected Device connection role to link devices to customer assets.
C. Register the device in Dynamics 365 Connected Field Service.
D. Configure the Create CFS alerts from IoT Central within Microsoft Flow.

A

D. Configure the Create CFS alerts from IoT Central within Microsoft Flow.

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8
Q

You are a Dynamics 365 for Field Service Administrator.
You install and configure Connected Field Service with Azure IoT Central. Several of your connected devices sent alerts back to Dynamics 365 and work orders were created. However, the work orders were not sent back to Azure IoT Central.
You need to resolve the issue.
Which Action should you take to resolve the issue?

A. Configure the Microsoft Flow When a work order is created in Connected Field Service, update IoT Central.
B. Create an IoT Command in Dynamics 365 to trigger an update in IoT Central.
C. Configure the Dynamics 365 workflow When a work order is created in Connected Field Service, update IoT Central.
D. Create an IoT action in Dynamics 365 to trigger an update in IoT Central.

A

A. Configure the Microsoft Flow When a work order is created in Connected Field Service, update IoT Central.

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9
Q

You are a Dynamics 365 for Field Service consultant.
One of your Dynamics 365 customers wants to decrease the number of repair appointments by sending fewer technicians onsite.
You need to provide a recommendation of which solution your customer should use to achieve their request.
What should you recommend?

A. Azure IoT Hub
B. Connected Field Service
C. Dynamics 365 for Field Service
D. Crew Scheduling

A

B. Connected Field Service

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10
Q

DRAG DROP -
You are a field service administrator for your company.
You review the Field Service administrator guide to understand how the status fields can support your company’s business processes.
Which unique entity system status value matches with its Entity Type?

Entity Type:
Purchase Order; Agreement; Booking Status

  1. Draft
  2. Billed
  3. Estimate
  4. Expired
  5. Traveling
  6. In progress
A
  1. Purchase Order
  2. Purchase Order
  3. Agreement
  4. Agreement
  5. Booking Status
  6. Booking Status
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11
Q

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. Edit the existing system status field values.
B. Create the necessary sub-status values.
C. Create the necessary system status values.
D. Create the necessary service task values.

A

B. Create the necessary sub-status values.

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12
Q

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. Resources
B. Work Order Types
C. Booking Rules
D. Incident Type

A

D. Incident Type

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13
Q

DRAG DROP -
You are a Dynamics 365 for Field Service administrator. Your company only uses contractors as Bookable Resources. The contractors are not licensed Dynamics 365 users.
The scheduling team books work orders to resources based on location. The team provides you with scenarios because many resources are not showing up in the scheduling assistant.
You need to update bookable resource records based on the provided scenarios.
Which address type should you use with each scenario

Entity:
Location Agnostic; Contact Addresses; Business Unit Address; Organizational Unit Address; Resource Address

Requirement:
1. Contractors in TerritoryA start the day at their home location.

  1. Contractors in TerritoryB do not have a starting location.
  2. Contractors in TerritoryA end the day at TerritoryA office.
A
  1. Resource Address
  2. Location Agnostic
  3. Organizational Unit Address
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14
Q

Your company is expanding nationally.
You need to configure tax codes for a new territory, so the company can start to operate in the new territory.
You realize that you can identify which field service record types the tax code will be applied to.
Which three Field Service record types are taxable within the new tax code? Each correct answer presents a complete solution.

A. Agreements
B. Services
C. Purchase Orders
D. Products
E. Work Orders
A

A. Agreements

B. Services

D. Products

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15
Q

You are entering products and services into Dynamics 365 CE Field Services.
You need to ensure that your field technicians can use the products when completing work orders.
Which two field service product types should you configure to allow your technicians to add work order products?

A. Product
B. Non Inventory
C. Inventory
D. Service

A

B. Non Inventory

C. Inventory

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16
Q

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?

A. Field Service-Dispatcher
B. Field Service-App Access and Field Service -Resource
C. Field Service-Mobile User
D. Field Service-User

A

A. Field Service-Dispatcher

B. Field Service-App Access and Field Service -Resource

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17
Q

DRAG DROP -
To improve communications with customers, your company has decided to implement Twilio, a third-party communication platform that has call and messaging capabilities.
The Twilio solution includes a number of core components to deliver the capability, all of which need to be set up.
Which five steps should you take in sequence to prepare data for optimization? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Steps:

  • Configure Microsoft Flow Account.
  • Set up a Twilio account.
  • Generate account SID and authentication token.
  • Configure SMS and IVR workflows.
  • Install a Twilio-managed solution.
  • Obtain phone numbers.
A
  1. Set up a Twilio account.
  2. Generate account SID and authentication token.
  3. Install a Twilio-managed solution.
  4. Obtain phone numbers.
  5. Configure SMS and IVR workflows.
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18
Q

DRAG DROP -
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?

Descriptions:
Account
User  
Service Center  
Equipment  
Team
A

Account - Resource Type

User - Resource Type

Service Center - Not a Resource Type

Equipment - Resource Type

Team - Not a Resource Type

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19
Q

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?

A. Incident Type contains appropriate Service Tasks, Products, and Services.
B. Incident Type field “Copy Incident Items to Agreement” is marked “Yes”.
C. Agreement Booking Setup field “Auto Generate Work Order” is marked “Yes”.
D. Agreement Booking Setup contains appropriate Service Tasks, Products, and Services

A

B. Incident Type field “Copy Incident Items to Agreement” is marked “Yes”.

D. Agreement Booking Setup contains appropriate Service Tasks, Products, and Services

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20
Q

DRAG DROP -
You are a Dynamics 365 Field Service Administrator Your organization wants to use Incident Types with Work Orders.
You need to create and configure Incident Types based on the provided scenarios.
Which Incident Type feature should you use with each scenario?

Entity:
Products; Services; Service Tasks; Characteristics

Requirement:
1. Incident Types must have a Labor Hours record.

  1. Incident Types must have 1 product brochure.
  2. Incident types must have a checklist for technicians to follow.
A
  1. Services
  2. Products
  3. Service tasks
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21
Q

DRAG DROP -
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?

Option:

  • Create and save all necessary service tasks.
  • Create, save, and publish all necessary products.
  • Create and save the incident.
  • Add all service tasks for this incident.
  • Add all products for this incident.
  • Add all services for this incident.
  • Add any appropriate notes for this incident.
  • Create and save all necessary products.
  • Publish the incident.
A
  1. Create and save all necessary products.
  2. Create and save all necessary service tasks.
  3. Create and save the incident.
  4. Add all service tasks for this incident.
  5. Add all products for this incident.
  6. Add all services for this incident.
  7. Add any appropriate notes for this incident.
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22
Q

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 by the 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?

A. Add a regional price list to the agreement that includes the price for products and services used.
B. Add a regional price list to the work order product 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 regional price list to the work order type that includes the price for products and services used.
E. Add a territory relationship to the agreement that includes the price for products and services used.

A

A. Add a regional price list to the agreement that includes the price for products and services used.

B. Add a regional price list to the work order product that includes the price for products and services used.

D. Add a regional price list to the work order type that includes the price for products and services used.

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23
Q

DRAG DROP -
You are a Dynamics 365 for Field Service Dispatcher.
You need to use the schedule board to find resources for a work order. The work order can be completed by any resource who has the correct piece of equipment and who is available at 9:00 A.M during a selected week.
Which four steps must you take, in sequence, to successfully implement this capability within the schedule board?

Actions:

  • Book the work order.
  • Create a new requirement group.
  • Create a requirement group template.
  • Add the incident type to a work order.
  • Associate an incident type to the requirement group template.
  • Book the requirement with the scheduling assistant.
A
  1. Create a requirement group template.
  2. Associate an incident type to the requirement group template.
  3. Add the incident type to a work order.
  4. Book the work order.
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24
Q

You are a Dynamics 365 for Field Service administrator for a construction company.
You need to schedule a work order for a group of resources that will work together for a set number of days, week, or months.
How should you achieve the goal without scheduling the same requirements multiple times manually by using the schedule board (or with the schedule assistant)?

A. Use Facility Scheduling
B. Use Multi-Resource Scheduling
C. Use Resource Crew Scheduling
D. Use Universal Resource Scheduling

A

C. Use Resource Crew Scheduling

25
Q

DRAG DROP -
You work for a digital billboard manufacturing company. When manufacturing is completed, the new digital billboards are shipped to a client site for installation. As the dispatcher for your company, you need to identify and schedule the different resources that are required to complete the installation of the digital billboard.
The installation of a billboard is a complicated process and requires a large team of resources all with different skills. These installations occur frequently, so you want to dispatch the resources for installations as efficiently as possible.
You need to configure multi-resource scheduling.
Which three steps should you perform, in sequence, to enable the multi-resource scheduling?

Steps:

  • Book the requirement group.
  • Set up booking rules.
  • Create a requirement group template.
  • Create a resource skills requirement template.
  • Create a new requirement group.
  • Associate fulfillment preference to a requirement group.
A
  1. Create a requirement group template.
  2. Create a new requirement group.
  3. Book the requirement group.
26
Q

You are implementing Dynamics 365 for Field Service.
Your customer needs to understand how they can schedule the closest possible resource to a work order. The requirement further specifies it could be start of day from the company’s site or during the middle of the day from an existing work order.
You need to provide them with the settings they need to properly configure so the closest resource is found when using the schedule assistant.
What should you suggest?

A. Update the Resources Synchronization Timeout (in sec) setting within the Schedule Board Settings.
B. Update the Load Default Filters on the Schedule Assistant.
C. Update the Starting Location to Organization Unit within Schedule Board Settings.
D. Update the filter on the Scheduler core tool tips view.

A

C. Update the Starting Location to Organization Unit within Schedule Board Settings.

27
Q

DRAG DROP -
You are a Dynamics 365 for Field Service Administrator. You are working with your company’s scheduling team on requirements for a new schedule board view.
The team needs a schedule board view where they only see work orders with a priority of Critical.
Which three steps should you perform, in sequence, to meet their need?

Steps:

  • Filters the schedule board requirements panel to only show critical work orders.
  • Create a Resource Requirements View.
  • Filter view where Work Order Priority equals Critical.
  • Create a Bookable Resource Booking View.
  • Add view to Schedule Board.
  • Create a Work Order View.
A
  1. Create a Work Order View.
  2. Filter view where Work Order Priority equals Critical.
  3. Add view to Schedule Board.
28
Q

You are a Dynamics 365 for Field Service scheduler using the Schedule Assistant.
You notice the Schedule Assistant always sets the Default Radius to 25 KM.
You need to have the schedule assistant Default Radius set to 50 Miles.
Which two options should you choose?

A. Set the Default Radius Unit to Miles under Field Service Settings, Work Order/Booking section.
B. Set the Default Radius Value to 50 under Scheduling Parameters.
C. Set the Default Radius Value to 50 under Field Service Settings, Work Order/ Booking section.
D. Set the Default Radius Unit to Miles under Scheduling Parameters.

A

B. Set the Default Radius Value to 50 under Scheduling Parameters.

D. Set the Default Radius Unit to Miles under Scheduling Parameters.

29
Q

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?

A. Work Hours is not properly configured for days being optimized.
B. Optimize Schedule field is not set to Yes.
C. The Work Location field is not set to Onsite.
D. Scheduling Method is not set to Optimize.
E. Start Location and End Location fields are not the same.

A

A. Work Hours is not properly configured for days being optimized.

B. Optimize Schedule field is not set to Yes.

E. Start Location and End Location fields are not the same.

30
Q

DRAG DROP -
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?

Actions:

  • Enable GeoCode for custom entity.
  • Publish Customization.
  • Create new Booking Relationship.
  • Update the Booking Setup Metadata information.
  • Create a new Requirement Relationship.
  • Update Schedule Board settings for new entity.
  • Create a new Resource Requirement Relationship.
A
  1. Create new Booking Relationship.
  2. Create a new Requirement Relationship.
  3. Publish Customization.
  4. Update the Booking Setup Metadata information.
31
Q

DRAG DROP -
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?

Components:
Resource Crew; Requirement Group; Schedule Board; Booking Rule; Incident type; Booking Resource Booking

Tasks:
1. Heavy machinery repair requires three technicians as well as a safety inspector to be sent to the site. Additionally, power testing equipment must be sent to complete the inspection.

  1. Dispatchers must be able to locate the resource needed for the heavy machinery repair within a single search to allow for efficient scheduling.
  2. Dispatchers and scheduling administrators must have a way to easily review all resource availability and be able to schedule the work order.
  3. When customers on credit hold request service, no technician can be sent and dispatchers must be alerted of the credit hold status.
A
  1. Resource Crew
  2. Schedule Board
  3. Schedule Board
  4. Booking Rule
32
Q

You are a Dynamics 365 Field Service dispatcher using the Scheduling Assistant function.
One of your customers, Adventure Works, does not want one of your resources to be scheduled to work orders going forward. The resource must be able to be scheduled for other accounts.
How can you achieve this goal?

A. Create a Requirement Resource Preference record for the resource. Set the Preference Type to Restricted and Cascade to No.
B. Create a Requirement Resource Preference record for the resource. Set the Preference Type to Restricted and Account to Adventure Works.
C. Select Load the Default Filters on the Schedule Board.
D. Create a Requirement Resource Preference record for the resource.

A

B. Create a Requirement Resource Preference record for the resource. Set the Preference Type to Restricted and Account to Adventure Works.

33
Q

DRAG DROP -
A new member of your company’s scheduling department is learning which scheduling function to use in Dynamics 365 for Field Service, based on different scenarios.
You need to provide a scheduling matrix to the new team member.
Which scheduling function should be used with each scenario?

Function:
Schedule Board; Schedule Assistant; Booking Rules; Resource Scheduling Optimization; Facility Scheduling

Scenarios:

  1. View map of resource, organizational units, bookings, or requirements.
  2. Filter resources to see select resources’ actively scheduled work orders.
  3. Filter resources based on requirements of the work order.
  4. Schedule requirements that are part of a group.
A
  1. Schedule Board
  2. Schedule Board
  3. Schedule Assistant
  4. Schedule Assistant
34
Q

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?

A. Connect to Maps in Resource Scheduling.
B. Configure the map on the Schedule Board.
C. Set Auto Geo Code Addresses to Yes in Resource Scheduling.
D. Set Auto Geo Code Addresses to Yes in Field Service Settings.

A

A. Connect to Maps in Resource Scheduling.

D. Set Auto Geo Code Addresses to Yes in Field Service Settings.

35
Q

DRAG DROP -
You are setting your environment to use Resource Scheduling Optimization (RSO). You have enabled Optimize Schedule for all Bookable Resources.
You need to complete the remaining steps to prepare your work order data for optimization.
Which three actions should you perform, in sequence, to achieve the goal?

Actions:

  • Set Optimize Schedule field to Yes for all Work Order Requirement records.
  • Configure Scheduling Method for booking statuses.
  • Set Default Scheduling Method to Optimize for work order booking setup metadata.
  • Set Optimize Schedule field to Yes for all Unscheduled Work Order Requirement records.
  • Update From Data and To Date for all unscheduled work order requirement record.
A
  1. Set Default Scheduling Method to Optimize for work order booking setup metadata.
  2. Set Optimize Schedule field to Yes for all Work Order Requirement records.
  3. Configure Scheduling Method for booking statuses.
36
Q

DRAG DROP -
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?

Steps:

  • Add new resource territories.
  • Add new service territories.
  • Assign members to territories.
  • Map postal codes to service.
  • From the view of Active Resources, click the assign territories button in the menu ribbon.
  • Use the territory lookup on each user record to assign territory.
A
  1. Add new service territories.
  2. Add new resource territories.
  3. Map postal codes to services.
  4. Assign members to territories.
37
Q

DRAG DROP -
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 Booking Statuses will meet your company’s needs.
What is the order of the Booking Statuses for the five out-of-the box booking status fields?

Statuses:

  • Scheduled - A work order has been assigned to a resource.
  • Traveling - The resource is traveling to the service location.
  • In Progress - The work order is in progress.
  • On Break - The resource is on a break.
  • Complete - The work order is complete.
  • Arrived - The resource has arrived on location.
A
  1. Scheduled - A work order has been assigned to a resource.
  2. Traveling - The resource is traveling to the service location.
  3. In Progress - The work order is in progress.
  4. On Break - The resource is on a break.
  5. Complete - The work order is complete.
38
Q

Your company processes a large number of work orders each day. The company wants to ensure the high priority work orders are dealt with immediately.
You need to configure the schedule board so that bookings are easily visible to the dispatchers.
How can you configure Dynamics Field Services to increase booking visibility?

A. Configure a work order type for high priority issues, to help categorize high priority work order records.
B. Configure an Incident type for high priority incidents on work order records.
C. Configure the status color for a booking status record, to identify high priority work order records.
D. Configure a priority record to allow you to identify high priority work order records.

A

C. Configure the status color for a booking status record, to identify high priority work order records.

39
Q

The company has hired a new manager to set up and configure Field Service to automatically schedule work orders to the most appropriate resource scheduling.
The manager is unable to optimize requirements and bookings related to work orders.
Which three settings are required?

A. Assign the Field Service-Administrator security role to the RSO user.
B. Add the RSO dispatcher role to a dispatcher.
C. Enable Resource Scheduling Optimization.
D. Set Connect to Maps as Yes.
E. Add RSO to the profile Field Service-Administrator.

A

A. Assign the Field Service-Administrator security role to the RSO user.

C. Enable Resource Scheduling Optimization.

D. Set Connect to Maps as Yes.

40
Q

You are a Field Service resource manager for Contoso, Ltd. and are setting up characteristics for field technicians who are responsible for repairs on rental equipment.
Work performed on certain types of backhones, trenchers, and excavating equipment requires different attributes to be identified for proper work order assignment and scheduling.
Which two characteristics are valid? Each correct answer presents a complete solution.

A. Certification
B. Approval Status
C. Skill
D. Rating Value

A

A. Certification

C. Skill

41
Q

You are a Dynamics 365 for Field Service scheduling coordinator.
When you select the Book button on a work order, TechnicianA never shows up as available.
You need to update the system to see TechnicianA’s availability.
What should you do?

A. Set Enable for Availability Search to Yes on the TechnicianA bookable resource record.
B. Set Ignore Proposed Bookings to Yes on the Schedule Assistant view.
C. Set Real Time Mode to Yes on the Schedule Assistant view.
D. Set Display on Schedule Board to Yes on the TechnicianA bookable resource record.

A

A. Set Enable for Availability Search to Yes on the TechnicianA bookable resource record.

42
Q

DRAG DROP -
Your organization wants to use the Field Service Mobile App for technicians in the field.
You need to install the solution, so it can be configured for mobile technicians.
What are the four steps you need to perform, in sequence, to ensure the mobile solution is ready for configuration and deployment?

Steps:

  • Select Publish to enable the derived template for mobile use.
  • Install the Field Mobile Configuration Solution in Woodford.
  • Open the parent mobile project template and select Publish All.
  • Install the Field Service Mobile configuration tool in Dynamics 365.
  • Highlight the mobile project template and select Derive. Assign the security roles.
  • Import the field service mobile project template. Publish the template.
A
  1. Install the Field Mobile Configuration Solution in Woodford.
  2. Import the field service mobile project template. Publish the template.
  3. Highlight the mobile project template and select Derive. Assign the security roles.
  4. Open the parent mobile project template and select Publish All.
43
Q

You are a Dynamics 365 for Field Service Administrator and work for a manufacturing firm. You are receiving support requests that field engineers are unable to see a custom area entitled “Parts Requests” within the Dynamics 365 Field Service Mobile App.
You need to troubleshoot the Dynamics 365 for Field Service mobile app to ensure that the field engineers are able to view the customizations created.
What are the three steps you can take to troubleshoot the issue reported?

A. Ensure that the Dynamics Mobile solution with the appropriate customizations has been published.
B. Synchronize the Dynamics 365 for Field Service Mobile App.
C. Ensure that a security role has been assigned to the project.
D. Verify that the impacted field engineers are enabled to use this project.
E. Ensure that the Woodford project with the appropriate customizations has been published.

A

B. Synchronize the Dynamics 365 for Field Service Mobile App.

C. Ensure that a security role has been assigned to the project.

E. Ensure that the Woodford project with the appropriate customizations has been published.

44
Q

You are Dynamics 365 for Field Service Development Manager.
You need to enable customization development for multiple developers, via the Woodford solution, where customizations can be combined together to complete the development requirements.
What should you create in order to enable this capability?

A. Create a project for each developer, which publishes changes to a master project.
B. Create a project for each developer, using security roles to identify what customizations are available for modification.
C. Create a Dynamics 365 solution for each developer, which publishes changes to the Woodford solution.
D. Create a project for each developer, each within its own Woodford solution.

A

A. Create a project for each developer, which publishes changes to a master project.

45
Q

You are a Dynamics 365 for Field Service Mobile customizer.
Your mobile technicians indicate that when in offline mode, they do not have access to the same data set that is available online. Offline mode contains less account and work order data, and users cannot see warehouses.
You need to determine which updates to make within the mobile project so that technicians can see the appropriate information.
Which three actions should you choose? Each correct answer presents a complete solution.

A. Update Synchronization setting to Always Full Sync.
B. Update entity Sync Filter.
C. Update View filters.
D. Update the Max Sync Records setting.
E. Update the entity Mode to Online and Offline.

A

B. Update entity Sync Filter.

D. Update the Max Sync Records setting.

E. Update the entity Mode to Online and Offline.

46
Q

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?

A. Create an OnSave rule, and display a message to the user if the specific field does not meet the required conditions.
B. Create an OnChange rule, and set a simple validation for a field to check whether the field contains data.
C. Create an Option Set with all possible options for the attribute.
D. Create an OnChange rule to highlight a field when it does not contain correct field data.
E. Create an OnSave rule to check any field’s data, but without highlighting the field when the condition is not met.

A

A. Create an OnSave rule, and display a message to the user if the specific field does not meet the required conditions.

B. Create an OnChange rule, and set a simple validation for a field to check whether the field contains data.

D. Create an OnChange rule to highlight a field when it does not contain correct field data.

E. Create an OnSave rule to check any field’s data, but without highlighting the field when the condition is not met.

47
Q

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 Drip Scheduling setting on the Bookable Resource.
B. Check sync filter on Bookable Resource Booking View.
C. Check if sync filter on Bookable Resource entity is too restrictive for offline mode.
D. Check that FSM app is synching to server.
E. Check if sync filter on Bookable Resource Booking entity is too restrictive for offline mode.

A

A. Check Drip Scheduling setting on the Bookable Resource.

D. Check that FSM app is synching to server.

E. Check if sync filter on Bookable Resource Booking entity is too restrictive for offline mode.

48
Q

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.”
You log into FSM and cannot reproduce the issue with your login.
What must you do to fix the issue?

A. Update the Security Roles for the FSM project within Woodford.
B. Update the Priority for the FSM project within Woodford.
C. Update the Security Roles for all Bookable Resources within Dynamics 365.
D. Set Enabled for Field Service Mobile to Yes for all Bookable Resources.

A

A. Update the Security Roles for the FSM project within Woodford.

49
Q

You are in charge of setting up the new Dynamics 365 CE Field Services environment for your company.
As the field Service Administrator, you need to configure the field service settings for work orders for your environment.
Which three work order settings can be configured by the Field Service Administrator? Each correct answer presents a complete solution.
A. Default work order type
B. Auto generate resource requirement for work order
C. Work order invoice creation
D. Default work order completed status
E. Auto generate work order for agreement booking

A

C. Work order invoice creation

D. Default work order completed status

E. Auto generate work order for agreement booking

50
Q

DRAG DROP -
You need to create a purchase order for a thermal overload cooling fan for a refrigeration unit on the shop floor.
After creating a purchase order, what are the five steps, in sequence, for completing the order and receiving the products?

Steps:

  • Add Purchase Order receipt products.
  • Send completed bill to Enterprise Resource Planning (ERP).
  • Create a Purchase Order Receipt.
  • Add Products.
  • Obtain Approval.
  • Create Purchase Order Bill.
A
  1. Add Products.
  2. Obtain Approval.
  3. Create a Purchase Order Receipt.
  4. Add Purchase Order receipt products.
  5. Create Purchase Order Bill.
51
Q

You are onsite, working on a customer’s factory floor. You need to return tomorrow and replace a belt on the conveyor. You look at the inventory in Warehouse 1, and there are 10 in stock. You pull the belt from stock and create an inventory transfer record.
What are the two correct steps to complete the transfer?

A. Select the source warehouse, then select the destination warehouse.
B. Enter the quantity to transfer, then click transfer.
C. Enter the part number from the drop down, then click to transfer.
D. Select the From warehouse location, then select the To warehouse location.

A

A. Select the source warehouse, then select the destination warehouse.

B. Enter the quantity to transfer, then click transfer.

52
Q

DRAG DROP -
Your company’s inventory clerk has received a truck shipment of parts for repair of equipment on such a rush order. The order needs to be completed as soon as possible.
Which three steps, in sequence, are needed to receive the products to the existing rush order in Field Service?

Steps:

  • Click Receipt Products
  • Create an Inventory Adjustment record.
  • Click Show Purchase order Products not fully received yet.
  • Click the drop-down arrow next to the P.O. name.
  • Post the Receipt record.
A
  1. Click the drop-down arrow next to the P.O. name.
  2. Click Receipt Products
  3. Click Show Purchase order Products not fully received yet.
53
Q

DRAG DROP -
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?

Fields:

  • Warehouse
  • Bin location
  • Unit
  • Product
  • Quantity
A
  1. Product
  2. Unit
  3. Quantity
54
Q

DRAG DROP -
Your company’s inventory clerk is using the Returning to Vendor feature in Dynamics 365 for Field Service to process a customer’s request to return a wheel that is the wrong size.
The clerk needs to understand the different tracking options for returning to the vendor.
Which actions correspond with track the return and which actions correspond with another return to vendor option?

Actions:

  • track the return
  • other return to vendor options
  1. Mark when the return was approved.
  2. Mark when the return was shipped.
  3. Mark when the return was received.
  4. Issue credit to the customer.
  5. Issue a credit memo.
A
  1. track the return
  2. track the return
  3. track the return
  4. other return to vendor options
  5. other return to vendor options
55
Q

DRAG DROP -
There are certain steps a Field Service Manager must take for RMA approval, and then for creating an RMA receipt.
Which steps pertain to RMA Approval and which steps pertain to RMA Receipts?

Options:

  • RMA Approval
  • RMA Receipt
  1. Verify RMA products are linked to customer equipment records.
  2. Arrange shipping and transportation for the products to be returned.
  3. Determine if RMA products can be returned to the manufacturer and if a credit must be issued.
  4. Give the step a name.
A
  1. RMA Approval
  2. RMA Approval
  3. RMA Approval
  4. RMA Receipt
56
Q

You are a Dynamics 365 for Field Service Billing Administrator. Your customer wants to purchase a series of quarterly preventative maintenance visits as well as bi-weekly site visits.
The customer wants to be billed for the preventative maintenance quarterly but billed for the site visits monthly.
What are two ways that this can be completed against a single Agreement?

A. Create Invoice Setup for preventative maintenance, with Invoice Products tied to Quarterly Price List.
B. Create Invoice Setup for preventative maintenance with Invoice Recurrence of every three months.
C. Create Invoice Setup for site visits, with Invoice Recurrence of each month.
D. Create Invoice Setup for site visits, with Invoice Products tied to Monthly Price List.

A

B. Create Invoice Setup for preventative maintenance with Invoice Recurrence of every three months.

C. Create Invoice Setup for site visits, with Invoice Recurrence of each month.

57
Q

DRAG DROP -
You are a Dynamics 365 for Field Service Administrator. All Products have the Convert to Customer Asset field set to Yes.
Some users indicate products on a customer asset are not always becoming a customer asset. Users provide you with three scenarios.
You need to review the scenarios and provide the answers.
What happens to the product for each user scenario?

Options:

  • Product is Converted to Customer Asset.
  • Product is not Converted to Customer Asset.
  • Product is Converted an an Inactive Customer Asset.

Scenario:
1. Work Order Product is Estimated. Booking is Closed and Work Order is Closed-Posted.

  1. Work Order Product is Used. Booking is Closed and Work Order is Open - Completed.
  2. Work Order Product is Used. Booking is Cancelled and Work Order is Closed-Posted.
A
  1. Product is not Converted to Customer Asset.
  2. Product is not Converted to Customer Asset.
  3. Product is Converted to Customer Asset.
58
Q

You are a Dynamics 365 for Field Service Administrator.
You need to add two compressor sub-components to one of the refrigerator customer assets, in the environment and set up the sub-components for the customer asset.
What must you do to properly set up the assets?

A. Add the compressor sub-components as sub-assets on the refrigerator customer asset record.
B. Click View Hierarchy on the refrigerator customer asset record.
C. Set the Master Asset on the sub-components to the refrigerator Customer Asset record.
D. Add the compressor sub-components as customer asset records.

A

A. Add the compressor sub-components as sub-assets on the refrigerator customer asset record.

59
Q

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 sub-component level.
B. Configure the customer inventory records individually, in order to maintain the service history at the parent component level.
C. Configure the customer inventory records in a hierarchy, and maintain service history at the sub-component level.
D. Configure the customer asset records hierarchically, and maintain service history at the service account level.

A

A. Configure the customer asset records hierarchically, and maintain service history at the sub-component level.

D365 (9 decks)

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