MB2-877 Microsoft Dynamics 365 for Field Service Certification Flashcards

Microsoft Dynamics 365 for Field Service Certification

1
Q
Which of the following items are out of the box capabilities of Dynamics 365 Field Service? (Check all that Apply) 
Answers: 
Turn by Turn Directions 
Resource Optimization 
Assisted Scheduling 
Connected Field Service
A
Which of the following items are out of the box capabilities of Dynamics 365 Field Service? (Check all that Apply) 
Answers: 
*Turn by Turn Directions 
Resource Optimization 
*Assisted Scheduling 
Connected Field Service
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2
Q

Skills and Certifications can be added to Resources to assist in scheduling
Answers:
True
False

A

Skills and Certifications can be added to Resources to assist in scheduling
Answers:
*True
False

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3
Q

Dynamics 365 for Field Service provides the ability to automate communication with customers including e-mails, automated voice messages, and SMS messages.
Answers:
True
False

A

Dynamics 365 for Field Service provides the ability to automate communication with customers including e-mails, automated voice messages, and SMS messages.
Answers:
*True
False

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4
Q
You have manually created a new Work Order. What is the status of the Bookable Resource Booking associated with the Work Order? 
Answers: 
Scheduled 
Not Applicable 
Traveling 
In Progress 
Completed
A
You have manually created a new Work Order. What is the status of the Bookable Resource Booking associated with the Work Order? 
Answers: 
Scheduled 
*Not Applicable 
Traveling 
In Progress 
Completed 

When a Work is Manually Created, it will be unscheduled. A Bookable Resource Booking is not created until the Work Order has been scheduled either by manually scheduling it on the Schedule board, using the Scheduling Assistant or with Resource Scheduling Optimization.
Reference: Work Order life cycle

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5
Q
When creating a Work Order, which of the following fields is used to define the location (who and where) the technician will actually be performing the specific work for a Work Order? 
Answers: 
Billing Account 
Service Account 
Resource Booking 
Service Tasks
A
When creating a Work Order, which of the following fields is used to define the location (who and where) the technician will actually be performing the specific work for a Work Order? 
Answers: 
Billing Account 
*Service Account 
Resource Booking 
Service Tasks
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6
Q
Which of the following Dynamics 365 Entities can you automatically generate a Work Order from out of the box? (Select all that Apply) 
Answers: 
Cases 
Orders 
Opportunities 
Service Activities
A
Which of the following Dynamics 365 Entities can you automatically generate a Work Order from out of the box? (Select all that Apply) 
Answers: 
*Cases 
Orders 
*Opportunities 
Service Activities
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7
Q
Which of the following items can be automatically added to a Work Order by using incident types? (Select all that Apply) 
Answers: 
Products 
Services 
Service Tasks 
Service Account 
Bookable Resource Booking
A
Which of the following items can be automatically added to a Work Order by using incident types? (Select all that Apply) 
Answers: 
*Products 
*Services 
*Service Tasks 
Service Account 
Bookable Resource Booking
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8
Q

Service Tasks can only be populated by attaching an Incident Type to a Work Order, they cannot be manually added to a Work Order.
Answers:
True
False

A

Service Tasks can only be populated by attaching an Incident Type to a Work Order, they cannot be manually added to a Work Order.
Answers:
True
*False

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9
Q

You have a customer who wants to schedule multiple recurring Service Calls. They have the following requirements: • A “Preventative Maintenance” Work Order generated weekly• A “Monthly Inspection” Work Order generated monthly • A “System Test” Work Order generated quarterly. In addition, once a year an annual compliance check needs to be conducted. Each of the service calls requires a different resource to complete the Work Order. To accomplish this, you would need to create four agreements records.
Answers:
True
False

A

You have a customer who wants to schedule multiple recurring Service Calls. They have the following requirements: • A “Preventative Maintenance” Work Order generated weekly• A “Monthly Inspection” Work Order generated monthly • A “System Test” Work Order generated quarterly. In addition, once a year an annual compliance check needs to be conducted. Each of the service calls requires a different resource to complete the Work Order. To accomplish this, you would need to create four agreements records.
Answers:
True
*False

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10
Q
You are creating a Price List called “Contract Pricing”. Contract Pricing contains special pricing. This special pricing will be used mainly with service contracts your organization has with customers. You want to ensure that Work Orders are automatically generated at specific intervals, and that they use the Contract Pricing price list. the same Pricing. 
Answers: 
On the Agreement 
On the Account 
On the Requirement 
On the Booking
A
You are creating a Price List called “Contract Pricing”. Contract Pricing contains special pricing. This special pricing will be used mainly with service contracts your organization has with customers. You want to ensure that Work Orders are automatically generated at specific intervals, and that they use the Contract Pricing price list. the same Pricing. 
Answers: 
*On the Agreement 
On the Account 
On the Requirement 
On the Booking
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11
Q

You are creating an Agreement for a Service customer. You want to be able to create Work Orders associated with the Agreement. Which of the following statements are true about Creating Bookings using Agreements?
Answers:
Once a Booking Schedule is defined, additional bookings cannot be manually created.
Incident Types can be added to the Booking Schedule used to auto create Work Orders.
Work Orders automatically through the Booking Schedule cannot be edited.
The Agreement must be Activated before Automatic Creation can occur.

A

You are creating an Agreement for a Service customer. You want to be able to create Work Orders associated with the Agreement. Which of the following statements are true about Creating Bookings using Agreements?
Answers:
Once a Booking Schedule is defined, additional bookings cannot be manually created.
*Incident Types can be added to the Booking Schedule used to auto create Work Orders.
Work Orders automatically through the Booking Schedule cannot be edited.
*The Agreement must be Activated before Automatic Creation can occur.

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12
Q

Products that are attached to a Work Order can be automatically converted to Customer Assets when a Work Order is completed.
Answers:
True
False

A

Products that are attached to a Work Order can be automatically converted to Customer Assets when a Work Order is completed.
Answers:
*True
False

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13
Q

You can create an Inventory Transfer record to transfer inventory from one Warehouse to multiple warehouses?
Answers:
True
False

A

You can create an Inventory Transfer record to transfer inventory from one Warehouse to multiple warehouses?
Answers:
True
*False

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14
Q
You have a customer who is looking to return a product that they purchased. Which of the follow options are ways of returning product in Dynamics 365 for Field Service? (Select all that Apply) 
Answers: 
Return to warehouse 
Return to vendor 
Return to Inventory 
Change equipment ownership 
Reallocate Product
A
You have a customer who is looking to return a product that they purchased. Which of the follow options are ways of returning product in Dynamics 365 for Field Service? (Select all that Apply) 
Answers: 
*Return to warehouse 
*Return to vendor 
Return to Inventory 
*Change equipment ownership 
Reallocate Product
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15
Q

You want to manually schedule a work order using the Scheduling Board. Which of the following ways can a you accomplish this? (Select all that Apply)
Answers:
Drag unscheduled Work Order from list
Right click the Resource and click Schedule a Work Order
Drag unscheduled Work Order from map view
Blocking out a slot on the Schedule Board directly
Select an unscheduled Work Order and choose Schedule this Work Order

A

You want to manually schedule a work order using the Scheduling Board. Which of the following ways can a you accomplish this? (Select all that Apply)
Answers:
*Drag unscheduled Work Order from list
Right click the Resource and click Schedule a Work Order
*Drag unscheduled Work Order from map view
*Blocking out a slot on the Schedule Board directly
Select an unscheduled Work Order and choose Schedule this Work Order

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16
Q
Out of the box, which of the following interactions can you initiate with a Resource directly from their Resource record on the schedule board? (Select all the Apply) 
Answers: 
E-mail 
SMS Message 
Instant Message Conversation 
Phone Call 
Pre-Recorded Voice Message
A
Out of the box, which of the following interactions can you initiate with a Resource directly from their Resource record on the schedule board? (Select all the Apply) 
Answers: 
*E-mail 
SMS Message 
*Instant Message Conversation 
*Phone Call 
Pre-Recorded Voice Message
17
Q
When you are using the Schedule Board directly to schedule resources. You can filter the available resources by several different options. Which of the following filtering options are available from the schedule board? (Select all that Apply) 
Answers: 
Business Unit 
Resource Type 
Date 
Territory
A
When you are using the Schedule Board directly to schedule resources. You can filter the available resources by several different options. Which of the following filtering options are available from the schedule board? (Select all that Apply) 
Answers: 
*Business Unit 
*Resource Type 
Date 
*Territory
18
Q
You are going to be deploying the Dynamics 365 Field Service mobile application for your technicians in the field. Which of the following Security Roles allow access to use the Field Service mobile application? (Select all that Apply) 
Answers: 
Field Service – Administrator 
Field Service – App Access 
Field Service – Dispatcher 
Field Service – Inventory Purchase 
Field Service – Resource
A
You are going to be deploying the Dynamics 365 Field Service mobile application for your technicians in the field. Which of the following Security Roles allow access to use the Field Service mobile application? (Select all that Apply) 
Answers: 
*Field Service – Administrator 
Field Service – App Access 
*Field Service – Dispatcher 
*Field Service – Inventory Purchase 
*Field Service – Resource
19
Q
You want to update the Service Tasks that are associated with a Work Order that has been assigned to you using the mobile application. Using the out-of-the-box settings, where in the Field Service Mobile application would you need to navigate to first to view and update the service tasks? (Select all that Apply) 
Answers: 
Dashboard 
Bookings 
Activities 
Accounts
A
You want to update the Service Tasks that are associated with a Work Order that has been assigned to you using the mobile application. Using the out-of-the-box settings, where in the Field Service Mobile application would you need to navigate to first to view and update the service tasks? (Select all that Apply) 
Answers: 
Dashboard 
*Bookings 
Activities 
Accounts
20
Q

You are looking at deploying the Field Service Mobile application for all of your technicians in the field. When using the Mobile Application, users will be able to view all of their Bookings offline, but will need to Online to update it?
Answers:
True
False

A

You are looking at deploying the Field Service Mobile application for all of your technicians in the field. When using the Mobile Application, users will be able to view all of their Bookings offline, but will need to Online to update it?
Answers:
True
*False

21
Q

Customizations to the Field Service Mobile application are made the same way that you customize the traditional Dynamics 365 mobile application.
Answers:
True
False

A

Customizations to the Field Service Mobile application are made the same way that you customize the traditional Dynamics 365 mobile application.
Answers:
True
*False

22
Q
Which of the following Out of the Box categories are used to define Products and Services in Dynamics 365 for Field Service? (Check all that Apply) 
Answers: 
Inventory 
Taxable 
Non-Inventory 
Services 
Travel
A
Which of the following Out of the Box categories are used to define Products and Services in Dynamics 365 for Field Service? (Check all that Apply) 
Answers: 
*Inventory 
Taxable 
*Non-Inventory 
*Services 
Travel
23
Q
Which of the follow pricing items are only specific to services in Dynamics 365 for Field Service? (Check all that Apply) 
Answers: 
Flat Fee 
Minimum Charge Amount 
Minimum Charge Duration 
Specific Amount 
Percentage of Markup
A
Which of the follow pricing items are only specific to services in Dynamics 365 for Field Service? (Check all that Apply) 
Answers: 
*Flat Fee 
*Minimum Charge Amount 
*Minimum Charge Duration 
Specific Amount 
Percentage of Markup
24
Q

If a product attached to a Work Order is on the work order price list, but the default Price List for the product is different than the Work Order price list it is attached to, the Product Price List will be used.
Answers:
True
False

A

If a product attached to a Work Order is on the work order price list, but the default Price List for the product is different than the Work Order price list it is attached to, the Product Price List will be used.
Answers:
True
*False

25
Q

All resources will be available to schedule for Work Order 24/7 unless otherwise specified.
Answers:
True
False

A

All resources will be available to schedule for Work Order 24/7 unless otherwise specified.
Answers:
*True
False

26
Q

Once an Entity has been enabled for Universal Scheduling, all scheduling options such as the Schedule Assistant, and Resource Scheduling Optimization can be used to schedule those items.
Answers:
True
False

A

Once an Entity has been enabled for Universal Scheduling, all scheduling options such as the Schedule Assistant, and Resource Scheduling Optimization can be used to schedule those items.
Answers:
*True
False

27
Q
Which of the following items are installed as of the Connected Field Service Solution? (Check all that Apply) 
Answers: 
IOT Alerts 
Registered Devices 
Customer Assets 
Commands 
Work Orders
A
Which of the following items are installed as of the Connected Field Service Solution? (Check all that Apply) 
Answers: 
*IOT Alerts 
*Registered Devices 
Customer Assets 
*Commands 
Work Orders
28
Q

In order to send SMS messages from Dynamics 365, you must use an external tool such as Microsoft Flow or Twilio.
Answers:
True
False

A

In order to send SMS messages from Dynamics 365, you must use an external tool such as Microsoft Flow or Twilio.
Answers:
*True
False