MB2-877 Microsoft Dynamics 365 for Field Service Certification Flashcards
Microsoft Dynamics 365 for Field Service Certification
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
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
Skills and Certifications can be added to Resources to assist in scheduling
Answers:
True
False
Skills and Certifications can be added to Resources to assist in scheduling
Answers:
*True
False
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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.
Products that are attached to a Work Order can be automatically converted to Customer Assets when a Work Order is completed.
Answers:
True
False
Products that are attached to a Work Order can be automatically converted to Customer Assets when a Work Order is completed.
Answers:
*True
False
You can create an Inventory Transfer record to transfer inventory from one Warehouse to multiple warehouses?
Answers:
True
False
You can create an Inventory Transfer record to transfer inventory from one Warehouse to multiple warehouses?
Answers:
True
*False
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
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
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
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