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Microsoft Dynamics 365 for Field Service Questions 1–4 (page: 13)

Updated On: 10-Feb-2026
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All delivery charges must be automatically added to any Delivery work order, and the price must be set and locked. The delivery charge must be set up in a way so that it is invoiced upon delivery completion.

Which three steps should you take to set up the invoice? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

  1. Create a business rule to set the Delivery Charge work order service line status to Used, set Duration to 1 hour and Amount to $75.00. Make Duration and Sale Amount details read only with the business rule.
  2. Create a Delivery Charge Product Record. Set Field Service Product Type to Service.
  3. Create a business rule to set the Delivery Charge work order product record line status to Used, and ensure Unit Amount is 75.00. Make Quantity and Amount fields read only.
  4. Add the Delivery Charge product to the delivery incident type. Set Quantity to 1.
  5. Create a Delivery Charge Product Record. Set Field Service Product Type to Non-Inventory.

Answer(s): B,C,D

Explanation:

B, not E: In the Field Service section, choose a Field Service Product Type which is required to add a product or service to a work order.

Inventory: Products that are inventoried and have quantities tracked in a warehouse.
Non-inventory: Items that are typically not inventoried. For example, stickers or zip ties.
Service: Used to create service products, which represent the work that you sell to your customers. The quantity of service products is measured with a duration of time. Only service products can be associated with a work order as a service.

C, not A:
Scenario: A Delivery Fee of $75 is charged for each order.

Use Unit Amount for synchronization.

The Invoiced Unit Amount field shows the amount that is invoiced per actual unit that is used. The value is calculated as the Total Amount value divided by the Actual Quantity value. The field is used for integration to systems that don't support different values for the used quantity and the billed quantity.


Reference:

https://learn.microsoft.com/en-us/dynamics365/field-service/create-product-or-service
https://learn.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/field-service-work-order



DRAG DROP (Drag and Drop is not supported)
Your company uses Microsoft Dynamics 365 Field Service to schedule work orders.

One of the field service operations managers needs to understand when the different resource types should be scheduled.

You need to provide the manager with a matrix of when you should schedule the various resource types on a work order.

What are the resource types you should use for each scenario? To answer, drag the appropriate resource type to the appropriate scenario. Each resource type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view the content.

NOTE: Each correct match is worth one point.

  1. See Explanation section for answer.

Answer(s): A

Explanation:




Resource type is a classification that describes who or what the resource is and how the resource relates to your organization.

Box 1: Crew
Crew: Choose this option as the first step to create a crew to assemble a group of resources where scheduling the crew resource will schedule all crew members. A typical example has two or more people or a person and a vehicle. The general process is to create a crew header resource with the resource type of crew, and then add other resources of resource type user, account, or equipment as resource children to the crew header.

Box 2: Facility
Facility: Choose this option if the resource is a physical space that needs to be scheduled, such as a building or room.

Note: Truck Bay means a parking bay designated for use by trucks only.

Box 3: Equipment
Equipment: Choose this option if the resource is a piece of equipment, tool, or machine that must be scheduled.


Reference:

https://learn.microsoft.com/en-us/dynamics365/field-service/set-up-bookable-resources



You implemented Microsoft Dynamics 365 Field Service. You are now managing changes as the team continues to use Dynamics 365. Dispatchers are reporting that the schedule board is difficult to navigate because resources can be scheduled 24 hours of the day. However, resources for this organization only work between 7am and 5pm in the Greenwich Mean Time Zone (GMT).

You need to modify the schedule board to resolve this issue.

What should you do?

  1. Modify the existing schedule board tabs and ensure the working time for the tab is set to 7am to 5pm GMT.
  2. Adjust the working hours of the resources to 7am to 5pm GMT.
  3. Modify the existing schedule board tabs to only include resources working 7am to 5pm GMT.
  4. Create a schedule board tab for the resources working 7am to 5pm GMT and ensure all the resources have been added to that tab.

Answer(s): A

Explanation:

Scheduler settings
Scheduler settings let you configure your time offset so you can synchronize dates and content with a location.
Select the Scheduler Setting button and choose the following:
* Working Time: Choose the start and end time of your working hours.


Reference:

https://learn.microsoft.com/en-us/dynamics365/field-service/configure-schedule-board



You are configuring the schedule board so that dispatchers can:
1. see all resources on the schedule board at once, with no filtering based on resource type, internal and subcontractors.
2. quickly look at the board, and determine who is internal versus external.

You need to ensure dispatchers can see the resource type.

In which two places should you add the Resource Type field? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

  1. To Resource Details View
  2. To Resource Tooltips View
  3. To Resource Cell Template
  4. To Retrieve Resources Query

Answer(s): C,D

Explanation:

Customize the schedule board with a custom resource attribute
Modify the resource cell template

If you want to set these changes as the default for all schedule boards, after double-clicking a schedule board tab, select Open Default Settings in the upper-right and make the code changes to Resource Cell Template, Filter Layout, and Retrieve Resources Query.


Reference:

https://learn.microsoft.com/en-us/dynamics365/field-service/extend-schedule-board-custom-resource-attribute



Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

You are a Microsoft Dynamics 365 Field Service dispatcher using the Scheduling Assistant function.

One of your customers, Adventure Works, does not want one of your resources to be scheduled to work orders going forward. However, this resource must be available to be scheduled for other accounts.

Solution: You create a work rule with the Type set to Excluded Resources.
Does this meet the goal?

  1. Yes
  2. No

Answer(s): B

Explanation:

Instead use Solution: You create a Requirement Resource Preference record and set the Preference Type to Restricted and select the work order.

Note: Resource preferences allow dispatchers to give preference to specific resources over others when scheduling with the schedule assistant or resource scheduling optimization. This is helpful for scenarios where a particular person or list of people are the only people that can perform a work order or job requirement. It's also helpful for scenarios where a person or group of people should not be eligible for a work order or job requirement.

From a requirement, the dispatcher can add one or more resource preferences.


For each resource added as a resource preference, you can define a Preference Type:

Preferred: These resources will show at the top of schedule assistant (horizontal view) results. Resource scheduling optimization will prioritize these resources over others, but will not guarantee the requirement is scheduled to them.
Restricted: These resources will be excluded from schedule assistant results. Resource scheduling optimization will not auto schedule the requirement to them.
Must choose from: Only these resources will show in schedule assistant results.


Reference:

https://learn.microsoft.com/en-us/dynamics365/field-service/resource-preferences



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