You are setting up a new agreement for one of your customers in Dynamics 365 Field Service, so that your dispatchers and technicians are informed, and scheduled to work on the appropriate equipment.
Based on the contract details, you create the agreement and enter the work order and booking settings information. The work order is scheduled, but the technician is unable to see any details about which asset is included, nor any of the parts and services that are also included.
You need to ensure the technician can view the missing details.
What should you do?
- Create an Agreement Service and Service Task record, and add the appropriate details.
- Create an Agreement Incident Record and associated Service Task record, and add the appropriate details.
- Add the Customer Asset to the Work Order Settings details, and add the appropriate details.
- Add the Customer Asset to the agreement record, and add the appropriate details.
Answer(s): C
Explanation:
Automatically create customer assets from work order products
Customer assets can be created automatically when a work order product is used when the work is being done.
First, find the product in the product catalog you would like to make a customer asset when it's sold to a customer (or in other words, added to a work order and used).
In the Field Service section of the product record, set Convert to Customer Asset to Yes.
Next, add the product to a work order, which will create a work order product. You can add the product manually or automatically when a work order incident type is added.
Etc.
Reference:
https://learn.microsoft.com/en-us/dynamics365/field-service/configure-set-up-customer-assets