QA Flashcards
Microsoft Dynamics 365 for Field Service
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.
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.
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
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
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
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
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
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
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.
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.
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.
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.
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.
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.
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.
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
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)
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
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 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
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.
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
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
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
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
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 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 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.
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.
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.
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
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
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.
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.
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.
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
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
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
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
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 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 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.
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
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 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 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
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
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
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
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
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
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
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.
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
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
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
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
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
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.
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
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
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
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
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/
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.
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
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
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
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
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 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 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