QA Flashcards

Microsoft Dynamics 365 for Field Service

1
Q

You implement the Resco Field Service mobile application for an organization. You need to add sales features and functionality. Which two actions should you perform? Each correct answer presents part of the solution.

A. Purchase the required licenses to extend usage of the Resco application beyond field service entities.
B. Implement the standard Microsoft Dynamics 365 mobile application instead of the Resco application.
C. Extend the Resco application to include leads, opportunities, and other entities needed for sales.
D. Register the added entities Resco Woodford application prior to extending the Resco application.

A

You implement the Resco Field Service mobile application for an organization. You need to add sales features and functionality. Which two actions should you perform? Each correct answer presents part of the solution.

A. Purchase the required licenses to extend usage of the Resco application beyond field service entities.
B. Implement the standard Microsoft Dynamics 365 mobile application instead of the Resco application.
*C. Extend the Resco application to include leads, opportunities, and other entities needed for sales.
*D. Register the added entities Resco Woodford application prior to extending the Resco application.

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2
Q
You install the Woodford solution and begin setting up the mobile application. You need to import the Field Service project. Which three components mustyou define? Each correct answer presents part of the solution.
A. security roles 
B. priority 
C. resources 
D. password policies 
E. project name
A
You install the Woodford solution and begin setting up the mobile application. You need to import the Field Service project. Which three components mustyou define? Each correct answer presents part of the solution.
*A. security roles 
*B. priority 
C. resources 
D. password policies 
*E. project name

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/install-themobile-app#step-2-import-the-field-service-mobile-project-template-into-the-woodford-solution

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3
Q
Which two objects or roles are required to customize the Field Service mobile application? Each correct answer presents part of the solution.
A. Resco Woodford 
B. Field Service ?Administrator 
C. Package Deployer 
D. Field Service project
A
Which two objects or roles are required to customize the Field Service mobile application? Each correct answer presents part of the solution.
*A. Resco Woodford 
*B. Field Service ?Administrator 
C. Package Deployer 
D. Field Service Project

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/install-themobile-app#step-2-import-the-field-service-mobile-project-template-into-the-woodford-solution

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4
Q
You deploy the Field Service mobile application for a field service agent. You need to ensure that all Field Service functionality is available to the agent. Which user type should you select during the initial configuration?
A. Registered External User 
B.Anonymous External User 
C. Standard User 
D. Support User
A
You deploy the Field Service mobile application for a field service agent. You need to ensure that all Field Service functionality is available to the agent. Which user type should you select during the initial configuration?
A. Registered External User 
B.Anonymous External User 
*C. Standard User 
D. Support User
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5
Q

Which three actions can you perform only in the Field Service mobile application? Each correct answer presents a complete solution.

A. Create follow-up work orders. 
B. View the work order location on the map. 
C. Add pictures to a work order. 
D. Scan barcodes. 
E. Obtain a signature.
A

Which three actions can you perform only in the Field Service mobile application? Each correct answer presents a complete solution.

A. Create follow-up work orders. 
B. View the work order location on the map. 
*C. Add pictures to a work order. 
*D. Scan barcodes. 
*E. Obtain a signature.
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6
Q

You need to prepare field agents to use the Field Service application in both online and offline mode. Which behavior should you highlight for the field agents?

A. Offline changes to records that trigger workflows in Microsoft Dynamics 365 will run when a user makes a change.
B. If a user enters an area without coverage in online mode, the user can continue to use the application in its current state and it will synchronize when returning to an area with coverage
C. A user must switch the application to offline mode before entering an area without coverage.
D. Offline changes to records that trigger workflows in Microsoft Dynamics 365 will run when the data is synchronized.

A

You need to prepare field agents to use the Field Service application in both online and offline mode. Which behavior should you highlight for the field agents?

A. Offline changes to records that trigger workflows in Microsoft Dynamics 365 will run when a user makes a change.
B. If a user enters an area without coverage in online mode, the user can continue to use the application in its current state and it will synchronize when returning to an area with coverage
C. A user must switch the application to offline mode before entering an area without coverage.
*D. Offline changes to records that trigger workflows in Microsoft Dynamics 365 will run when the data is synchronized.

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7
Q

You use the mobile application to make updates to an existing Field Service project.You need to publish the changes. What should you do?
A. Deactivate the project, publish, and then reactivate the project.
B. Publish to a higher version.
C. Publish to the existing version.
D. Clone the project and publish the clone to a higher version.

A

You use the mobile application to make updates to an existing Field Service project.You need to publish the changes. What should you do?
A. Deactivate the project, publish, and then reactivate the project.
B. Publish to a higher version.
*C. Publish to the existing version.
D. Clone the project and publish the clone to a higher version.

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8
Q

You plan to use the Connected Field Service solution to proactively manage field equipment. You need to prepare for the installation. Which three actions should you perform?Each correct answer presents part of the solution.
A. Install Microsoft SharePoint Online.
B. Purchase a MicrosoftAzure subscription.
C. Implement Microsoft Power BI Pro.
D. Ensure that you have licensing for Microsoft Dynamics 365 for Field Service.
E. Ensure that you are assigned to the Microsoft Office 365 GlobalAdministrator or Microsoft Dynamics 365 SystemAdministrator role.

A

You plan to use the Connected Field Service solution to proactively manage field equipment. You need to prepare for the installation. Which three actions should you perform?Each correct answer presents part of the solution.
A. Install Microsoft SharePoint Online.
*B. Purchase a MicrosoftAzure subscription.
C. Implement Microsoft Power BI Pro.
*D. Ensure that you have licensing for Microsoft Dynamics 365 for Field Service.
*E. Ensure that you are assigned to the Microsoft Office 365 GlobalAdministrator or Microsoft Dynamics 365 SystemAdministrator role.

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/connectedfield-service

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9
Q
You need to install and configure Connected Field Service. What is required?
A. MicrosoftAzureTraffic Manager 
B. ExpressRoute 
C. MicrosoftAzure Resource Group 
D. Content Delivery Network (CDN)
A
You need to install and configure Connected Field Service. What is required?
A. MicrosoftAzureTraffic Manager 
B. ExpressRoute 
*C. MicrosoftAzure Resource Group 
D. Content Delivery Network (CDN)

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/connectedfield-service

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10
Q

A field service agent is performing maintenance work on Internet ofThings (IoT) devices that are located at a customer site. The devices are reporting readings in real time. Why is the agent only able to see a limited amount of data from the devices?
A. By default, only the last 20 readings are displayed.
B. The IoT devices are no longer registered.
C. Only system admins can see historic data.
D. Microsoft Dynamics 365 is not connected toAzure.

A

A field service agent is performing maintenance work on Internet ofThings (IoT) devices that are located at a customer site. The devices are reporting readings in real time. Why is the agent only able to see a limited amount of data from the devices?
*A. By default, only the last 20 readings are displayed.
B. The IoT devices are no longer registered.
C. Only system admins can see historic data.
D. Microsoft Dynamics 365 is not connected toAzure.

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/connectedfield-service

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11
Q

You monitor a specific piece of equipment by using Connected Field Service. Youneed to add several components to the piece of equipment. What should you do?
A. From an existing asset, click See records associated with this view,then click Connect.
B. On theActive CustomerAssets screen, click New.
C. From an existing product, clickAdd NewAdjustment Product.
D. Create a new product.Add a unit group and define the units.

A

You monitor a specific piece of equipment by using Connected Field Service. Youneed to add several components to the piece of equipment. What should you do?
*A. From an existing asset, click See records associated with this view,then click Connect.
B. On theActive CustomerAssets screen, click New.
C. From an existing product, clickAdd NewAdjustment Product.
D. Create a new product.Add a unit group and define the units.

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/connectedfield-service

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12
Q
You are configuring Resource Scheduling Optimization to automatically schedule multiple work orders. You need to ensure that only unscheduled resources are used when optimizing work orders. What should you define?
A. schedule 
B. objective 
C. goal 
D. scope
A
You are configuring Resource Scheduling Optimization to automatically schedule multiple work orders. You need to ensure that only unscheduled resources are used when optimizing work orders. What should you define?
A. schedule 
B. objective 
C. goal 
*D. scope

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/commonscheduler/resource-scheduling-optimization

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13
Q
You need to assign resources to a work order based on proximity to a service location. Which two tools can you use? Each correct answer presents a complete solution.
A. Service Calendar 
B. Resource Groups 
C. Schedule Board 
D. ScheduleAssistant
A
You need to assign resources to a work order based on proximity to a service location. Which two tools can you use? Each correct answer presents a complete solution.
A. Service Calendar 
*B. Resource Groups 
C. Schedule Board 
*D. ScheduleAssistant
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14
Q

A field technician is completing a job and getting ready to drive to the next job. The dispatcher needs to provide the technician with driving directions. What should the dispatcher do?
A. From the schedule board, right-click the scheduled work order and select Get Driving Directions.
B. On the work order form ribbon, click Get Driving Directions.
C. From the schedule board, clickActions and select Get Driving Directions.
D. Select a work order from any view.On the ribbon, click Get Driving Directions.

A

A field technician is completing a job and getting ready to drive to the next job. The dispatcher needs to provide the technician with driving directions. What should the dispatcher do?
A. From the schedule board, right-click the scheduled work order and select Get Driving Directions.
B. On the work order form ribbon, click Get Driving Directions.
*C. From the schedule board, clickActions and select Get Driving Directions.
D. Select a work order from any view.On the ribbon, click Get Driving Directions.

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15
Q

You restore Resource Schedule Optimization.You need to optimize individual resource schedules. What should you do?
A. In Field Service Administration, locate a Resource record and select Optimize Schedule.
B. From the schedule board, right-click a Resource record and select Optimize Schedule.
C. From the schedule board, click Actions and select Optimize Schedule.
D. In Resource Schedule Optimization, locate a User record and select Optimize Schedule.

A

You restore Resource Schedule Optimization.You need to optimize individual resource schedules. What should you do?
A. In Field Service Administration, locate a Resource record and select Optimize Schedule.
B. From the schedule board, right-click a Resource record and select Optimize Schedule.
*C. From the schedule board, click Actions and select Optimize Schedule.
D. In Resource Schedule Optimization, locate a User record and select Optimize Schedule.

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16
Q

You are implementing Microsoft Dynamics Field Service. You create a view of all scheduled work
orders for a specific city on a specific day. You need to modify the view to show completed work. Which field should you use to filter the view?
A. Priority
B. System Status
C. Work Order Summary
D. Sub-Status

A

You are implementing Microsoft Dynamics Field Service. You create a view of all scheduled work
orders for a specific city on a specific day. You need to modify the view to show completed work. Which field should you use to filter the view?
A. Priority
*B. System Status
C. Work Order Summary
D. Sub-Status

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up-work- order-sub-statuses

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17
Q

You create a custom entity to manage specific types of services. You need to start scheduling
resources for work related to the entity. What should you do?
A. Create a relationship between the custom entity and Booking Resources entities.
B. Use work orders instead of the custom entity.
C. Add the custom entity to the schedule board.
D. Enable the custom entity for scheduling using universal scheduling.

A

You create a custom entity to manage specific types of services. You need to start scheduling
resources for work related to the entity. What should you do?
A. Create a relationship between the custom entity and Booking Resources entities.
B. Use work orders instead of the custom entity.
C. Add the custom entity to the schedule board.
*D. Enable the custom entity for scheduling using universal scheduling.

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18
Q

You need to ensure that technicians who respond to service requests have a proficiency of at least
good. What should you do?

A. Create a new resource type and manually assign delivery people who meet the criteria.
B. Create a new team and manually assign delivery people who meet the criteria.
C. Filter the schedule board by characteristics.
D. Create a resource role. Add skill and proficiency requirements.

A

You need to ensure that technicians who respond to service requests have a proficiency of at least
good. What should you do?

A. Create a new resource type and manually assign delivery people who meet the criteria.
B. Create a new team and manually assign delivery people who meet the criteria.
*C. Filter the schedule board by characteristics.
D. Create a resource role. Add skill and proficiency requirements.

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up- characteristics

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19
Q

You use Schedule Assistant to schedule work orders. Which three constraints can you apply? Each correct answer presents a complete solution.

A. Radius
B. Team
C. Roles
D. Customers
E. Sites
A

You use Schedule Assistant to schedule work orders. Which three constraints can you apply? Each correct answer presents a complete solution.

*A. Radius
*B. Team
*C. Roles
D. Customers
E. Sites

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20
Q

Which Microsoft service is included with the Resource Scheduling Optimization license?

A. Microsoft Office 365
B. Microsoft Teams
C. Microsoft Power BI
D. Microsoft Azure

A

Which Microsoft service is included with the Resource Scheduling Optimization license?

A. Microsoft Office 365
B. Microsoft Teams
*C. Microsoft Power BI
D. Microsoft Azure

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21
Q

A company provides plumbing repair services across a broad geographic area. The company creates different zones for providing service to clients.

Which three actions should you perform? Each correct answer presents part of the solution.

A. You need to organize work orders and resources automatically by geography.
B. Create an enterprise agreement with Microsoft Bing maps.
C. Geocode the service activity.
D. Configure a radius constraint for work orders.
E. Set up an account record for the company with a valid address.
F. Enable the map feature.

A

A company provides plumbing repair services across a broad geographic area. The company creates different zones for providing service to clients.

Which three actions should you perform? Each correct answer presents part of the solution.

*A. You need to organize work orders and resources automatically by geography.
*B. Create an enterprise agreement with Microsoft Bing maps.
C. Geocode the service activity.
D. Configure a radius constraint for work orders.
*E. Set up an account record for the company with a valid address.
F. Enable the map feature.

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22
Q

Which work order status value indicates that a technician’s work is ready for review and approval?

A. Closed -Posted
B. Closed -Completed
C. Open -Completed
D. Open -Posted

A

Which work order status value indicates that a technician’s work is ready for review and approval?

A. Closed -Posted
B. Closed -Completed
*C. Open -Completed
D. Open -Posted

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23
Q

A new service agreement automatically generates 12 monthly work orders for a new customer. What are two possible status values for the work orders? Each correct answer presents a
complete solution.

A. Open-scheduled
B. Open-reserved
C. Open-unscheduled
D. Open-requested

A

A new service agreement automatically generates 12 monthly work orders for a new customer. What are two possible status values for the work orders? Each correct answer presents a
complete solution.

  • A. Open-scheduled
    B. Open-reserved
    *C. Open-unscheduled
    D. Open-requested
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24
Q

Service technicians perform groups of related activities. You need to provide a total estimated
duration for the group of activities so that they can be scheduled as one assignment. Which set of entities should you use?

A. case and activities
B. case and service tasks
C. work order and activities
D. work order and service tasks

A

Service technicians perform groups of related activities. You need to provide a total estimated
duration for the group of activities so that they can be scheduled as one assignment. Which set of entities should you use?

A. case and activities
B. case and service tasks
C. work order and activities
*D. work order and service tasks

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25
Q

You need to provide agents with a checklist of actions to complete as part of a work order. The
duration of these actions must roll up to the work order. Which record type should you use?

A. time entries
B. service tasks
C. incidents
D. service activities

A

You need to provide agents with a checklist of actions to complete as part of a work order. The
duration of these actions must roll up to the work order. Which record type should you use?

A. time entries
*B. service tasks
C. incidents
D. service activities

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26
Q

Service for a company. The company has
several repeatable services that it performs as work orders. You need ensure that you can
automatically add services and tasks on word orders. Which feature should you implement?

A. Business Process Flow
B. Work Order Type
C. Service Task Type
D. Incident Type

A

You are implementing Microsoft Dynamics 365 Field Service for a company. The company has
several repeatable services that it performs as work orders. You need ensure that you can
automatically add services and tasks on word orders. Which feature should you implement?

A. Business Process Flow
B. Work Order Type
C. Service Task Type
*D. Incident Type

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configureincident-types

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27
Q

Your company has work orders and incident types of varying lengths. You add products, services, and service tasks to incident types. Some incident types do not include services and service tasks. Which two statements are true? Each correct answer presents a complete solution.

A. You can manually overwrite duration only if none of the services associated with the incident
type have a duration specified.
B. The duration is the sum of the duration for all services that are included in the incident type.
C. The duration is the sum of the duration for all the service task types that are included in the
incident type.
D. You can manually overwrite duration only if none of the service task types associated with the
incident type have a duration specified.

A

Your company has work orders and incident types of varying lengths. You add products, services, and service tasks to incident types. Some incident types do not include services and service tasks. Which two statements are true? Each correct answer presents a complete solution.

A. You can manually overwrite duration only if none of the services associated with the incident
type have a duration specified.
B. The duration is the sum of the duration for all services that are included in the incident type.
*C. The duration is the sum of the duration for all the service task types that are included in the
incident type.
*D. You can manually overwrite duration only if none of the service task types associated with the
incident type have a duration specified.

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configureincident-types

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28
Q

You manage a group of home improvement contractors. The contractors provide many types of
services of homeowners including repairs and new construction. You need to create charts that
organize the services by categories and ensure that the charts can be viewed in dashboards. Which feature should you implement?

A. Time Groups
B. Work Order Types
C. Work Order Sub-Statuses
D. Incident Types

A

You manage a group of home improvement contractors. The contractors provide many types of
services of homeowners including repairs and new construction. You need to create charts that
organize the services by categories and ensure that the charts can be viewed in dashboards. Which feature should you implement?

A. Time Groups
*B. Work Order Types
C. Work Order Sub-Statuses
D. Incident Types

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-work- order-types

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29
Q

You install the Field Service Solution and set up incident types. You create a work order that uses
a primary incident type. Which three pieces of information are populated on the work order? Each correct answer presents
part of the solution.

A. price list
B. actual duration
C. priority
D. service tasks
E. services
F. products
A

You install the Field Service Solution and set up incident types. You create a work order that uses
a primary incident type. Which three pieces of information are populated on the work order? Each correct answer presents
part of the solution.

A. price list
B. actual duration
C. priority
*D. service tasks
*E. services
*F. products

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-work- order

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30
Q

You plan to convert products that you use on work orders to customer assets. You need to
automatically create customer assets for all work orders. How should you configure the products?

A. On the Work Order Type record, set the value of Product to Customer Asset to Yes.
B. On the Incident Type record, set the value of Product to Customer Asset to Yes.
C. On the Product record, set the value of Convert to Customer Asset to Yes.
D. On the Work Order Product record, set the value of Convert Product to Customer Asset to Yes.

A

You plan to convert products that you use on work orders to customer assets. You need to
automatically create customer assets for all work orders. How should you configure the products?

A. On the Work Order Type record, set the value of Product to Customer Asset to Yes.
B. On the Incident Type record, set the value of Product to Customer Asset to Yes.
*C. On the Product record, set the value of Convert to Customer Asset to Yes.
D. On the Work Order Product record, set the value of Convert Product to Customer Asset to Yes.

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure-set- up-customer-assets

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31
Q

Which three pieces of information are available on a Product Inventory record? Each correct answer presents part of the solution.

A. Quantity Allocated
B. Reorder Point
C. Quantity Sold
D. Quantity on Order
E. Inventory Status
A

Which three pieces of information are available on a Product Inventory record? Each correct answer presents part of the solution.

*A. Quantity Allocated
*B. Reorder Point
C. Quantity Sold
*D. Quantity on Order
E. Inventory Status

References:
https://community.dynamics.com/crm/b/crmandunifiedservicedesk/archive/2016/09/01/field- service-purchasing-and-inventory

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32
Q

What are the steps in the purchase order process?

A. Submit, Approval, Review, Receive, Bill
B. Submit, Approval, Receive, Bill
C. Draft, Approval, Submit, Review, Receive, Bill
D. Draft, Approval, Submit, Receive, Bill

A

What are the steps in the purchase order process?

A. Submit, Approval, Review, Receive, Bill
B. Submit, Approval, Receive, Bill
C. Draft, Approval, Submit, Review, Receive, Bill
*D. Draft, Approval, Submit, Receive, Bill

References:
https://neilparkhurst.com/2018/02/27/mb2-718-certification-microsoft-dynamics-365-customer- service-field-service-purchasing/

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33
Q

For which two purposes can you use purchase orders in Microsoft Dynamics 365 Field Service?
Each correct answer presents a complete solution.

A. Add inventory to a warehouse.
B. Add or subtract inventory to or from a warehouse.
C. Transfer a product from a warehouse to a truck.
D. Purchase products to sell to a customer.

A

For which two purposes can you use purchase orders in Microsoft Dynamics 365 Field Service?
Each correct answer presents a complete solution.

  • A. Add inventory to a warehouse.
    B. Add or subtract inventory to or from a warehouse.
    C. Transfer a product from a warehouse to a truck.
    *D. Purchase products to sell to a customer.

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-purchase-order

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34
Q

Service technicians stock parts in their vans to fix most common problems. You need to track the
parts stocked in each van.
Which feature should you implement?

A. Warehouse
B. Customer Assets
C. Custom Entities
D. Product Inventory

A

Service technicians stock parts in their vans to fix most common problems. You need to track the
parts stocked in each van.
Which feature should you implement?

A. Warehouse
B. Customer Assets
C. Custom Entities
*D. Product Inventory

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35
Q

You need to track a list of serviceable equipment related to a specific service location. Which record type should you use?

A. Products
B. Facilities/Equipment
C. Customer Assets
D. Resources

A

You need to track a list of serviceable equipment related to a specific service location. Which record type should you use?

A. Products
B. Facilities/Equipment
*C. Customer Assets
D. Resources

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36
Q

A company provides cable-based Internet and television services. Supply cables often must be
buried on customers’ properties. When a supply cable must be buried, the company hires one
vendor to locate any existing underground utilities and another vendor to bury the supply cable. These vendors manage their own resources in their own scheduling systems. You need to create
bookable resources to ensure that you can schedule these vendors from within your Microsoft
Dynamics 365 implementation. Which resource type should you use?

A. crew
B. account
C. service center
D. user

A

A company provides cable-based Internet and television services. Supply cables often must be
buried on customers’ properties. When a supply cable must be buried, the company hires one
vendor to locate any existing underground utilities and another vendor to bury the supply cable. These vendors manage their own resources in their own scheduling systems. You need to create
bookable resources to ensure that you can schedule these vendors from within your Microsoft
Dynamics 365 implementation. Which resource type should you use?

A. crew
*B. account
C. service center
D. user

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up-bookab
le-resources

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37
Q

A company plans to deliver a new set of services that technicians will use when processing work

orders. You need to add the new services to Field Service so they can be added to price lists and work
orders. What should you do?

A. Create a new service. Set the service as a non-inventory item and then activate the service.
B. Create a new service. Set the service as an inventory item and then activate the service.
C. Create a new product. Set the product as a service and then activate the product.
D. Create a new product. Set the product as a non-inventory item and then activate the product.

A

A company plans to deliver a new set of services that technicians will use when processing work

orders. You need to add the new services to Field Service so they can be added to price lists and work
orders. What should you do?

A. Create a new service. Set the service as a non-inventory item and then activate the service.
B. Create a new service. Set the service as an inventory item and then activate the service.
*C. Create a new product. Set the product as a service and then activate the product.
D. Create a new product. Set the product as a non-inventory item and then activate the product.

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create- product-or-service

38
Q

Which three pricing features are only associated with services? Each correct answer presents a
complete solution.

A. Flat Fee
B. Percent Markup ?Current Cost
C. Minimum Charge Amount
D. Percent of List
E. Minimum Charge Duration
A

Which three pricing features are only associated with services? Each correct answer presents a
complete solution.

*A. Flat Fee
B. Percent Markup ?Current Cost
*C. Minimum Charge Amount
D. Percent of List
*E. Minimum Charge Duration

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-pricelist

39
Q

A company wants to provide customers updates about their work orders. You need to add the
update notifications capability to the Field Service application. What are two possible ways to
achieve the goal? Each correct answer presents a complete solution.

A. Create a booking rule that sends the customer an email.
B. Import the Glympse solution. Configure the solution to send the customer text messages.
C. Create a Microsoft Flow. Use a connector for sending text messages to the customer.
D. Import the Twilio solution. Configure the solution to send the customer text messages.

A

A company wants to provide customers updates about their work orders. You need to add the
update notifications capability to the Field Service application. What are two possible ways to
achieve the goal? Each correct answer presents a complete solution.

A. Create a booking rule that sends the customer an email.
B. Import the Glympse solution. Configure the solution to send the customer text messages.
*C. Create a Microsoft Flow. Use a connector for sending text messages to the customer.
*D. Import the Twilio solution. Configure the solution to send the customer text messages.

40
Q

A company uses the Familiar, Good, Proficient rating model. You need to implement a new rating
model with five values. Which two actions should you perform? Each correct answer presents part of the solution.

A. Update the characteristics for all bookable resources to use the new rating values.
B. Update the characteristics only for bookable resources that need to use one of the two new
rating values.
C. Navigate to a list of rating values for the bookable resource record and add two more rating
values to the existing set of three.
D. Navigate to Rating Models. Open the current rating model. Increase the number of rating
values to five.

A

A company uses the Familiar, Good, Proficient rating model. You need to implement a new rating
model with five values. Which two actions should you perform? Each correct answer presents part of the solution.

A. Update the characteristics for all bookable resources to use the new rating values.
*B. Update the characteristics only for bookable resources that need to use one of the two new
rating values.
C. Navigate to a list of rating values for the bookable resource record and add two more rating
values to the existing set of three.
*D. Navigate to Rating Models. Open the current rating model. Increase the number of rating
values to five.

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/project-service/set-up- proficiency-models

41
Q

You are a field service administrator. You are configuring bookable resources. You need to
configure start and end location for resources. Which three options can you use? Each correct answer presents a complete solution.

A. Resource Address
B. Company Address
C. Organizational Unit Address
D. Business Unit Address
E. Location Agnostic
A

You are a field service administrator. You are configuring bookable resources. You need to
configure start and end location for resources. Which three options can you use? Each correct answer presents a complete solution.

*A. Resource Address
*B. Company Address
C. Organizational Unit Address
D. Business Unit Address
*E. Location Agnostic

42
Q

You need to add descriptions to equipment and implement a rating system for equipment. What should you configure?

A. Characteristics
B. Category
C. Business Unit
D. Team

A

You need to add descriptions to equipment and implement a rating system for equipment. What should you configure?

*A. Characteristics
B. Category
C. Business Unit
D. Team

43
Q

Your customer wants to be setup on a preventative maintenance schedule. You create an
agreement. You need to automatically invoice the customer on a monthly basis. What should you do?

A. Create an agreement and an invoice setup record.
B. Create an agreement. Then, create the invoice setup record and an invoice recurrence
schedule.
C. Create a recurring booking setup record. Set the record to create invoices automatically.
D. Create a recurring booking setup record.

A

Your customer wants to be setup on a preventative maintenance schedule. You create an
agreement. You need to automatically invoice the customer on a monthly basis. What should you do?

A. Create an agreement and an invoice setup record.
*B. Create an agreement. Then, create the invoice setup record and an invoice recurrence
schedule.
C. Create a recurring booking setup record. Set the record to create invoices automatically.
D. Create a recurring booking setup record.

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up- customer-agreements

44
Q

You create a complex agreement and booking that includes service tasks and services. You need
to use the existing agreement as the basis for future agreements. Which two actions should you
perform? Each correct answer presents part of the solution.
A. Elevate the agreement to an agreement template. Use the template to create new agreements
of this type.
B. In the existing agreement, click Copy Agreement. Specify the new customer information and
click OK.
C. Export the agreement and booking records to Microsoft Excel. Modify the information and
import the file to create new agreement.
D. Create a booking setup. Define an incident type for the booking setup.

A

You create a complex agreement and booking that includes service tasks and services. You need
to use the existing agreement as the basis for future agreements. Which two actions should you
perform? Each correct answer presents part of the solution.
A. Elevate the agreement to an agreement template. Use the template to create new agreements
of this type.
*B. In the existing agreement, click Copy Agreement. Specify the new customer information and
click OK.
C. Export the agreement and booking records to Microsoft Excel. Modify the information and
import the file to create new agreement.
*D. Create a booking setup. Define an incident type for the booking setup.

45
Q

Which two types of records can be generated when you create agreements? Each correct answer
presents part of the solution.

A. purchase orders
B. work orders
C. invoices
D. products and services

A

Which two types of records can be generated when you create agreements? Each correct answer
presents part of the solution.

A. purchase orders
*B. work orders
*C. invoices
D. products and services

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up- customer-agreements

46
Q

You are setting up an agreement to schedule monthly work for a customer. The customer has a
preferred start time for the work and a preferred technician. On which entity should you enter the
customer’s preferences?

A. agreement
B. resource
C. booking setup
D. account

A

You are setting up an agreement to schedule monthly work for a customer. The customer has a
preferred start time for the work and a preferred technician. On which entity should you enter the
customer’s preferences?

A. agreement
B. resource
*C. booking setup
D. account

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up- customer-agreements

47
Q

Which types of products can be added to an agreement invoice?

A. all published products
B. published products where Field Service type is inventory or non-inventory
C. published products where Field Service product type is populated
D. only published products where the Field Service type is inventory

A

Which types of products can be added to an agreement invoice?

*A. all published products
B. published products where Field Service type is inventory or non-inventory
C. published products where Field Service product type is populated
D. only published products where the Field Service type is inventory

48
Q

You need to set up agreement bookings. Which three sets of options can you configure? Each correct answer presents a complete solution.

A. Preferences
B. Invoice settings
C. Booking settings
D. Work Order settings
E. Resource's schedule
A

You need to set up agreement bookings. Which three sets of options can you configure? Each correct answer presents a complete solution.

A. Preferences
*B. Invoice settings
*C. Booking settings
*D. Work Order settings
E. Resource's schedule
49
Q

An organization services fuel pumps at service stations. You need to record specific information
about each pump and create a historic log of all the work orders related to the pump. What should you do?

A. Create a product with a relationship to the account for each service station.
B. Create a work order with a service location.
C. Create a customer asset with a service account.
D. Create a custom entity for fuel pumps.

A

An organization services fuel pumps at service stations. You need to record specific information
about each pump and create a historic log of all the work orders related to the pump. What should you do?

A. Create a product with a relationship to the account for each service station.
B. Create a work order with a service location.
*C. Create a customer asset with a service account.
D. Create a custom entity for fuel pumps.

50
Q

Your company needs to differentiate pricing of services for its customers. You need to create to
multiple price lists for your services. The prices lists will have differing minimum charge amounts. Which two actions should you perform? Each correct answer presents part of the solution.

A. For each price list add the product and specify a minimum charge amount.
B. Create a product that has a Field Service product type of non-inventory.
C. For each customer, add the product and specify a minimum charge amount.
D. Create a product that has a Field Service product type of service.

A

Your company needs to differentiate pricing of services for its customers. You need to create to
multiple price lists for your services. The prices lists will have differing minimum charge amounts. Which two actions should you perform? Each correct answer presents part of the solution.

A. For each price list add the product and specify a minimum charge amount.
*B. Create a product that has a Field Service product type of non-inventory.
C. For each customer, add the product and specify a minimum charge amount.
D. Create a product that has a Field Service product type of service.

51
Q

You implement Microsoft Dynamics 365 Field Service for a cable Internet provider. Installation
technicians carry inventory in their trucks. One key inventory item is a patch cable. Each box contains six cables. Boxes arrive at the
warehouse on pallets of 96 boxes. Cables are sold to customer or a box of six for $49.99. Each
technician has at least six boxes of patch cables on their truck. You need to configure patch cables as a product in Microsoft Dynamics 365. What should you do?

A. Create a unit named Box. Create a unit of one coble. Create a bundle of six boxes. Create a
unit for a box with a quantity of six cables. —-
B. Create the Patch Cable product with a unit of one cable. Create a bundle of six boxes. Create a
pallet bundle with 16 bundles of boxes.
C. Create the Patch Cable product with a unit of one cable. Create a bundle of 36 cables. Create a
pallet bundle with 16 bundles of 36 cable
D. Create a unit group for cables. Create a unit named Cable that consists of one cable. Create a
unit for a box with a quantity of six cables. < quantity of 96 boxes. Create the product Patch Cable.

A

You implement Microsoft Dynamics 365 Field Service for a cable Internet provider. Installation
technicians carry inventory in their trucks. One key inventory item is a patch cable. Each box contains six cables. Boxes arrive at the
warehouse on pallets of 96 boxes. Cables are sold to customer or a box of six for $49.99. Each
technician has at least six boxes of patch cables on their truck. You need to configure patch cables as a product in Microsoft Dynamics 365. What should you do?

A. Create a unit named Box. Create a unit of one coble. Create a bundle of six boxes. Create a
unit for a box with a quantity of six cables. —-
B. Create the Patch Cable product with a unit of one cable. Create a bundle of six boxes. Create a
pallet bundle with 16 bundles of boxes.
C. Create the Patch Cable product with a unit of one cable. Create a bundle of 36 cables. Create a
pallet bundle with 16 bundles of 36 cable
*D. Create a unit group for cables. Create a unit named Cable that consists of one cable. Create a
unit for a box with a quantity of six cables. < quantity of 96 boxes. Create the product Patch Cable.

52
Q

You install the Field Service module. You need to ensure that users can access the Field Service app. Which three security roles can
you assign to users? Each correct answer presents a complete solution.

A. Field Service - Resource
B. Field Service - Dispatcher
C. Field Service - Inventory Purchase
D. Field Service - Invoice Review
E. Field Service - Service Delivery
A

You install the Field Service module. You need to ensure that users can access the Field Service app. Which three security roles can
you assign to users? Each correct answer presents a complete solution.

*A. Field Service - Resource
*B. Field Service - Dispatcher
*C. Field Service - Inventory Purchase
D. Field Service - Invoice Review
E. Field Service - Service Delivery

53
Q

You manage Field Service in Microsoft Dynamics 365 Online. Which three Field Service
administrative settings can you define? Each correct answer presents a complete solution.

A. Fiscal Year Settings
B. Business Closures
C. Characteristics
D. Incident Types
E. Time Groups
A

You manage Field Service in Microsoft Dynamics 365 Online. Which three Field Service
administrative settings can you define? Each correct answer presents a complete solution.

*A. Fiscal Year Settings
B. Business Closures
C. Characteristics
D. Incident Types
E. Time Groups
54
Q

You need to define areas in which resources are proficient. What are two valid characteristic types?
Each correct answer presents a complete solution.

A. certification
B. languages
C. role
D. skill

A

You need to define areas in which resources are proficient. What are two valid characteristic types?
Each correct answer presents a complete solution.

*A. certification
B. languages
C. role
*D. skill

55
Q

You manage Field Service in Microsoft Dynamics 365 Online. You schedule resources only by
using schedule board. You need to ensure that you can schedule resources for jobs based on their
proximity to a service location. What should you do?

A. In Resource Scheduling settings, connect to Maps.
B. In System settings, enable Bing Maps.
C. In Field Service Administration settings, create Territories.
D. In Service Management settings, create Sites.

A

You manage Field Service in Microsoft Dynamics 365 Online. You schedule resources only by
using schedule board. You need to ensure that you can schedule resources for jobs based on their
proximity to a service location. What should you do?

*A. In Resource Scheduling settings, connect to Maps.
B. In System settings, enable Bing Maps.
C. In Field Service Administration settings, create Territories.
D. In Service Management settings, create Sites.

56
Q

You schedule technicians to perform at-home repairs for customers’ appliances. You need to
ensure that customers can view real-time location information for their scheduled technician. What should you use?

A. Microsoft Flow
B. Glympse
C. Twilio
D. Connected Field Service

A

You schedule technicians to perform at-home repairs for customers’ appliances. You need to
ensure that customers can view real-time location information for their scheduled technician. What should you use?

A. Microsoft Flow
*B. Glympse
C. Twilio
D. Connected Field Service

57
Q

A customer reports issues with assets installed at their locations. All affected assets are in a
hierarchy three levels deep. You need to create a work order that includes all the assets. What
should you add to the work order?

A. all assets
B. master asset only
C. primary asset only
D. parent asset only

A

A customer reports issues with assets installed at their locations. All affected assets are in a
hierarchy three levels deep. You need to create a work order that includes all the assets. What
should you add to the work order?

*A. all assets
B. master asset only
C. primary asset only
D. parent asset only

58
Q

A customer is having issues with a piece of equipment that they purchased from your company
one week ago. You need to initiate a product return. What should you do?

A. Create an inventory transfer.
B. Create an RMA.
C. Cancel the purchase order.
D. Change equipment ownership.

A

A customer is having issues with a piece of equipment that they purchased from your company
one week ago. You need to initiate a product return. What should you do?

A. Create an inventory transfer.
*B. Create an RMA.
C. Cancel the purchase order.
D. Change equipment ownership.

59
Q

A product installed at a customer location has stopped working due to hardware issues. You need
to return the product to the vendor. What should you do?

A. Return the product. Create an RMA record and then create an RTV record.
B. Return the product and create an RTV record.
C. Return the product. Create and approve an RMA record. From the RMA, create an RTV record.
D. Return the product. Create and approve an RMA record. Create an RMA receipt. From the RMA
receipt create an RTV record.

A

A product installed at a customer location has stopped working due to hardware issues. You need
to return the product to the vendor. What should you do?

A. Return the product. Create an RMA record and then create an RTV record.
B. Return the product and create an RTV record.
C. Return the product. Create and approve an RMA record. From the RMA, create an RTV record.
*D. Return the product. Create and approve an RMA record. Create an RMA receipt. From the RMA
receipt create an RTV record.

60
Q

You create a warehouse and add products. You need to add quantities for the products. What
should you do?

A. In the Warehouse record, add new product inventory.
B. Perform an inventory adjustment.
C. In the warehouse record, add new records in the product inventory section.
D. Use the inventory transfer process.

A

You create a warehouse and add products. You need to add quantities for the products. What
should you do?

*A. In the Warehouse record, add new product inventory.
B. Perform an inventory adjustment.
C. In the warehouse record, add new records in the product inventory section.
D. Use the inventory transfer process.

61
Q

A company has two warehouses. For one specific product you have very few units on hand at a satellite warehouse but excess units
at the main warehouse. You need to transfer 25 percent of the product units from the main warehouse to the satellite
warehouse. Which record type should you use?

A. return to warehouse
B. inventory transfer
C. purchase order
D. inventory adjustment

A

A company has two warehouses. For one specific product you have very few units on hand at a satellite warehouse but excess units
at the main warehouse. You need to transfer 25 percent of the product units from the main warehouse to the satellite
warehouse. Which record type should you use?

A. return to warehouse
*B. inventory transfer
C. purchase order
D. inventory adjustment

62
Q

You implement Microsoft Dynamics Field Service. You manage the following mobile devices:
You plan to deploy the mobile application. How many devices will run the Field Service application?

A. 150
B. 450
C. 600
D. 800

A

You implement Microsoft Dynamics Field Service. You manage the following mobile devices:
You plan to deploy the mobile application. How many devices will run the Field Service application?

A. 150
B. 450
C. 600
*D. 800

63
Q

You provide technicians with mobile devices and deploy the Field Service mobile application to
each device. Which three actions can you perform? Each correct answer presents a complete
solution.

A. Lock and wipe the application remotely.
B. Lock and wipe the application if an invalid password is entered a specific number of times.
C. Lock the application outside of set business hours.
D. Lock the application outside of geographical business area.
E. Lock and wipe the phone remotely.

A

You provide technicians with mobile devices and deploy the Field Service mobile application to
each device. Which three actions can you perform? Each correct answer presents a complete
solution.

*A. Lock and wipe the application remotely.
*B. Lock and wipe the application if an invalid password is entered a specific number of times.
C. Lock the application outside of set business hours.
*D. Lock the application outside of geographical business area.
E. Lock and wipe the phone remotely.

64
Q

To which group of users should you assign the Field Service Dispatcher security role?

A. users who are responsible for inventory, purchase orders, RMAs, and RTVs
B. team members who will access Field Service from a mobile device
C. key users within the organization who need access to the Administration tile and global access
to all Field Service entities.
D. users who are responsible for scheduling and need to manage resources and work orders

A

To which group of users should you assign the Field Service Dispatcher security role?

A. users who are responsible for inventory, purchase orders, RMAs, and RTVs
B. team members who will access Field Service from a mobile device
C. key users within the organization who need access to the Administration tile and global access
to all Field Service entities.
*D. users who are responsible for scheduling and need to manage resources and work orders

65
Q

You create the following mobile projects for Field Service using the Woodford customization
solution:
You add the security role for a user to all of the mobile project profiles. Which of the profiles is
assigned to the user when they log on to the Field Service mobile application?

A. Field Service 3
B. Field Service 4
C. Field Service 2
D. Field Service 1

A

You create the following mobile projects for Field Service using the Woodford customization
solution:
You add the security role for a user to all of the mobile project profiles. Which of the profiles is
assigned to the user when they log on to the Field Service mobile application?

A. Field Service 3
B. Field Service 4
*C. Field Service 2
D. Field Service 1

66
Q

Which two of the following operating systems are supported by the Field Service for Microsoft
Dynamics 365 mobile application? Each correct an——- complete solution.

A. Blackberry OS
B. Windows 10
C. AppleiOS7
D. Windows 8.1

A

Which two of the following operating systems are supported by the Field Service for Microsoft
Dynamics 365 mobile application? Each correct an——- complete solution.

A. Blackberry OS
*B. Windows 10
C. AppleiOS7
D. Windows 8.1

67
Q

You need to customize the Field Service mobile application home screen. What should you
modify?

A. Field Service project
B. site map
C. theme
D. system settings

A

You need to customize the Field Service mobile application home screen. What should you
modify?

*A. Field Service project
B. site map
C. theme
D. system settings

68
Q

You need to receive service messages from Internet of Things (IoT) devices. What should you
implement?

A. Glympse
B. Device Client Access License
C. Connected Field Service
D. Microsoft Dynamics 365 Field Service application

A

You need to receive service messages from Internet of Things (IoT) devices. What should you
implement?

A. Glympse
B. Device Client Access License
*C. Connected Field Service
D. Microsoft Dynamics 365 Field Service application

69
Q

What are two outcomes of registering assets as Internet of Things (IoT) devices in Connected
Field Service? Each correct answer presents a comp—

A. IoT device records are created as parent records for customer assets.
B. IoT device records are created and connected to customer assets using Connections.
C. IoT device records are created as child records of customer assets.
D. Each customer asset has a unique device ID.

A

What are two outcomes of registering assets as Internet of Things (IoT) devices in Connected
Field Service? Each correct answer presents a comp—

*A. IoT device records are created as parent records for customer assets.
B. IoT device records are created and connected to customer assets using Connections.
*C. IoT device records are created as child records of customer assets.
D. Each customer asset has a unique device ID.

70
Q

What are two reasons why Internet of Things (IoT) registration errors occur? Each correct answer
presents a complete solution.

A. Devices are not properly categorized.
B. Microsoft Azure is offline.
C. Devices are not configured as customer assets.
D. Assets contain multiple devices.
E. Microsoft Dynamics 365 is not connected to Azure.

A

What are two reasons why Internet of Things (IoT) registration errors occur? Each correct answer
presents a complete solution.

A. Devices are not properly categorized.
B. Microsoft Azure is offline.
C. Devices are not configured as customer assets.
*D. Assets contain multiple devices.
*E. Microsoft Dynamics 365 is not connected to Azure.

71
Q

You are installing the Connected Field Service application. Which three components are created
as a part of this process? Each correct answer presents part of the solution.

A. Thermostat simulator in Microsoft Azure
B. Microsoft Azure Express Route
C. Microsoft Azure Internet of Things (IoT) Hub
D. Microsoft Azure Service Bus
E. Microsoft Azure Analysis Services Create a work order type. Add characteristics and service

A

You are installing the Connected Field Service application. Which three components are created
as a part of this process? Each correct answer presents part of the solution.

*A. Thermostat simulator in Microsoft Azure
*B. Microsoft Azure Express Route
C. Microsoft Azure Internet of Things (IoT) Hub
*D. Microsoft Azure Service Bus
E. Microsoft Azure Analysis Services Create a work order type. Add characteristics and service

72
Q

You need to ensure that only qualified personnel are selected for work orders, and that they
complete a specific list of tasks when they are on site What should you do?

A. Create a work order type. Add characteristics and service task types to the work order type. Use
the work order type when creating work.
B. Create an incident type. Add characteristics and services with service task types to the incident
type. Use the incident type when creating
C. Create a service task type. Add characteristics to the service task type. Use the service task
type when creating work orders.
D. Create an incident type. Add characteristics and service tasks type to the incident type. Use the
incident type when creating work orders.

A

You need to ensure that only qualified personnel are selected for work orders, and that they
complete a specific list of tasks when they are on site What should you do?

*A. Create a work order type. Add characteristics and service task types to the work order type. Use
the work order type when creating work.
B. Create an incident type. Add characteristics and services with service task types to the incident
type. Use the incident type when creating
C. Create a service task type. Add characteristics to the service task type. Use the service task
type when creating work orders.
D. Create an incident type. Add characteristics and service tasks type to the incident type. Use the
incident type when creating work orders.

73
Q

You plan to implement incident types. What three pieces of information can you automatically add to work orders? Each correct answer
presents a complete solution.

A. service tasks
B. location of work
C. products
D. characteristics
E. resource preferences
A

You plan to implement incident types. What three pieces of information can you automatically add to work orders? Each correct answer
presents a complete solution.

*A. service tasks
B. location of work
*C. products
*D. characteristics
E. resource preferences
74
Q

You install the Field Service solution. You need to set up and configure work order types. Which two fields require data? Each correct answer presents part of the solution.

A. Price List
B. Taxable
C. Incident Required
D. Priority
E. Estimated Duration
A

You install the Field Service solution. You need to set up and configure work order types. Which two fields require data? Each correct answer presents part of the solution.

A. Price List
*B. Taxable
*C. Incident Required
D. Priority
E. Estimated Duration
75
Q

You assign a work order to a field service technician. You need to alert the customer that the
technician is on the way to their location. What status should you use for the Bookable Resource
Booking status?

A. Open - In Progress
B. Scheduled
C. Open - Scheduled
D. Traveling

A

You assign a work order to a field service technician. You need to alert the customer that the
technician is on the way to their location. What status should you use for the Bookable Resource
Booking status?

A. Open - In Progress
*B. Scheduled
C. Open - Scheduled
D. Traveling

76
Q

Most customers receive invoices to the same account for which services were performed.
A customer named Contoso, Ltd. uses a billing company named Fabrikam. You need to send all
invoices for Contoso to Fabrikam for payment. What should you do?

A. Select Fabrikam as the billing and service account on the work orders.
B. Update the invoice records for Contoso to specify Fabrikam as the billing account.
C. Select Fabrikam as the billing account on the work orders for Contoso.
D. Select Fabrikam as the billing account for Contoso at the account level.

A

Most customers receive invoices to the same account for which services were performed.
A customer named Contoso, Ltd. uses a billing company named Fabrikam. You need to send all
invoices for Contoso to Fabrikam for payment. What should you do?

A. Select Fabrikam as the billing and service account on the work orders.
B. Update the invoice records for Contoso to specify Fabrikam as the billing account.
*C. Select Fabrikam as the billing account on the work orders for Contoso.
D. Select Fabrikam as the billing account for Contoso at the account level.

77
Q

Service technicians perform groups of related actions. You need to provide a total estimated
duration for the group of actions so that they can be scheduled as one assignment. Which set of entities should you use?

A. work order and work order services
B. incident types and services
C. work order and work service tasks
D. work order and work order incidents

A

Service technicians perform groups of related actions. You need to provide a total estimated
duration for the group of actions so that they can be scheduled as one assignment. Which set of entities should you use?

A. work order and work order services
B. incident types and services
C. work order and work service tasks
*D. work order and work order incidents

78
Q

Which record contains the location data used for scheduling assistance on a work order?

A. Service Account
B. Site
C. Customer
D. Work Location

A

Which record contains the location data used for scheduling assistance on a work order?

A. Service Account
B. Site
C. Customer
*D. Work Location

79
Q

You need to create a report that groups data on common types of issues that customers report. What should you base the report on?

A. work order type
B. resource pay types
C. incident type
D. service task type

A

You need to create a report that groups data on common types of issues that customers report. What should you base the report on?

*A. work order type
B. resource pay types
C. incident type
D. service task type

80
Q

You manage two groups of technicians. Each group uses different billing and cost structures. You
need to view information for only one of the groups. Which scheduling board filter should you use?

A. Business Units
B. Organizational Units
C. Access Teams
D. Security Roles

A

You manage two groups of technicians. Each group uses different billing and cost structures. You
need to view information for only one of the groups. Which scheduling board filter should you use?

*A. Business Units
B. Organizational Units
C. Access Teams
D. Security Roles

81
Q

You need to schedule work orders to automatically minimize resource travel time. What should
you do?

A. Deploy the Resource Scheduling Optimization solution and use it to schedule the work orders.
B. Enable resource scheduling for relevant entities and use the scheduling assistant.
C. On the schedule board, enable the map view and assign work orders while reviewing locations.
D. Configure the radius for resources to decrease the travel time between the locations.

A

You need to schedule work orders to automatically minimize resource travel time. What should
you do?

*A. Deploy the Resource Scheduling Optimization solution and use it to schedule the work orders.
B. Enable resource scheduling for relevant entities and use the scheduling assistant.
C. On the schedule board, enable the map view and assign work orders while reviewing locations.
D. Configure the radius for resources to decrease the travel time between the locations

82
Q

You display the Unscheduled Work Orders view on the schedule board.
You need to schedule a high priority work order. What are three possible ways to achieve the goal? Each correct answer presents a complete
solution.

A. Right-click a resource and select Assign Work Order. B. Drag the unscheduled work order from the list view. C. Drag the unscheduled work order from the Map view.
D. Block out a spot directly on the schedule board.
E. Right-click the unscheduled work order and select Assign Work Order.

A

You display the Unscheduled Work Orders view on the schedule board.
You need to schedule a high priority work order. What are three possible ways to achieve the goal? Each correct answer presents a complete
solution.

*A. Right-click a resource and select Assign Work Order.
B. Drag the unscheduled work order from the list view. *C. Drag the unscheduled work order from the Map view.
*D. Block out a spot directly on the schedule board.
E. Right-click the unscheduled work order and select Assign Work Order.

83
Q

You need to schedule a work order. What are two possible ways to achieve the goal? Each correct answer presents a complete
solution.

A. On the schedule board List view, drag an unscheduled work order to the proper resource and
time slot.
B. On the work order form, click + on the Requirements subgrid. Add a resource and other
required details.
C. In Resource Requirements, click New. Enter the required details.
D. On the work order form, click Book. Select the proper resource and click Book.

A

You need to schedule a work order. What are two possible ways to achieve the goal? Each correct answer presents a complete
solution.

A. On the schedule board List view, drag an unscheduled work order to the proper resource and
time slot.
*B. On the work order form, click + on the Requirements subgrid. Add a resource and other
required details.
C. In Resource Requirements, click New. Enter the required details.
*D. On the work order form, click Book. Select the proper resource and click Book.

84
Q

You enable Opportunities for scheduling. You need to be able to schedule qualified technicians to assist sales representatives with

opportunities. What are three possible ways to achieve the goal? Each correct answer presents a complete
solution.

A. From the Requirements view, right-click the unscheduled Opportunity and select Find Available
Resources.
B. From any Opportunities view, click Find Available Resources button on the ribbon.
C. Drag the Opportunity to the schedule board.
D. Schedule Opportunities by using Schedule Assistant. E. From an Opportunity, click Find Available Resources button on the ribbon.

A

You enable Opportunities for scheduling. You need to be able to schedule qualified technicians to assist sales representatives with

opportunities. What are three possible ways to achieve the goal? Each correct answer presents a complete
solution.

*A. From the Requirements view, right-click the unscheduled Opportunity and select Find Available
Resources.
B. From any Opportunities view, click Find Available Resources button on the ribbon.
*C. Drag the Opportunity to the schedule board.
*D. Schedule Opportunities by using Schedule Assistant. E. From an Opportunity, click Find Available Resources button on the ribbon.

85
Q

You use Schedule Assistant to schedule work orders. You have work orders to schedule but Schedule Assistant does not display the resources. You determine the issue is related to addresses. Which three addresses should you verify? Each correct answer presents part of the solution.

A. work order
B. resource
C. booking record
D. service account
E. billing account
A

You use Schedule Assistant to schedule work orders. You have work orders to schedule but Schedule Assistant does not display the resources. You determine the issue is related to addresses. Which three addresses should you verify? Each correct answer presents part of the solution.

*A. work order
*B. resource
*C. booking record
D. service account
E. billing account

86
Q

You are a dispatcher. You are assigned a new territory. You need to create a view for yourself that
shows only the new territory. Which two actions should you perform? Each correct answer
presents part of the solution.

A. Create a public schedule board.
B. Request a new schedule board.
C. Create a personal schedule board.
D. Set the default filter for the view.

A

You are a dispatcher. You are assigned a new territory. You need to create a view for yourself that
shows only the new territory. Which two actions should you perform? Each correct answer
presents part of the solution.

A. Create a public schedule board.
B. Request a new schedule board.
*C. Create a personal schedule board.
*D. Set the default filter for the view

87
Q

You need to create an invoice schedule for an agreement that will generate an invoice every six
months. Which three agreement schedule types can you create? Each correct answer presents a
complete solution.

A. daily
B. monthly
C. semi-annually
D. yearly
E. weekly
A

You need to create an invoice schedule for an agreement that will generate an invoice every six
months. Which three agreement schedule types can you create? Each correct answer presents a
complete solution.

A. daily
*B. monthly
*C. semi-annually
*D. yearly
E. weekly
88
Q

What dictates the prices of products that are used on bookings within an agreement?

A. product price list
B. product property
C. discount list
D. agreement price list

A

What dictates the prices of products that are used on bookings within an agreement?

*A. product price list
B. product property
C. discount list
D. agreement price list

89
Q

You need to create a recurring invoice for an agreement. Where can you perform this action?

A. invoice setups
B. account
C. booking setups
D. agreement

A

You need to create a recurring invoice for an agreement. Where can you perform this action?

*A. invoice setups
B. account
C. booking setups
D. agreement

90
Q

You are defining an agreement for a new customer. You need to automatically generate bookings for the customer. Which two actions are required?
Each correct answer presents part of the solution.

A. Assign a priority.
B. Define agreement details.
C. Select a preferred resource.
D. Assign a preferred start time.

A

You are defining an agreement for a new customer. You need to automatically generate bookings for the customer. Which two actions are required?
Each correct answer presents part of the solution.

A. Assign a priority.
B. Define agreement details.
*C. Select a preferred resource.
D. Assign a preferred start time

91
Q

You need to automatically generate work orders for an agreement. The work orders must specify a
defined technician. What should you use?

A. workflow
B. incident type
C. schedule board
D. booking

A

You need to automatically generate work orders for an agreement. The work orders must specify a
defined technician. What should you use?

*A. workflow
B. incident type
C. schedule board
D. booking