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Microsoft Dynamics 365 for Field Service Questions 2–6 (page: 8)

Updated On: 10-Feb-2026

DRAG DROP (Drag and Drop is not supported)
You are a Dynamics 365 Field Service Administrator.
Your organization wants to use Incident Types with Work Orders.
You need to create and configure Incident. Types based on the provided scenarios.
Which Incident Type feature should you use with each scenario? To answer, drag the appropriate Incident Type feature to the appropriate scenario. Each feature 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 selection is worth one point.

  1. See Explanation section for answer.

Answer(s): A

Explanation:



DRAG DROP (Drag and Drop is not supported)
You are a Dynamics 365 for Field Service Administrator.
You are setting up a new Incident Type. There are no service tasks or products created that are related to this incident.
Which seven actions should you perform in sequence to add these services? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order. NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.

  1. See Explanation section for answer.

Answer(s): A

Explanation:


Reference:

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



You are setting up a maintenance agreement for a new customer that will require preventative maintenance visits as well as emergency visits to repair unforeseen equipment failures.

You want to be certain that the price the customer is charged for all maintenance and repairs visits accurately reflects the agreed upon price list. The price of the spare parts used in equipment repairs varies significantly bythe territory where the client is located.

As the work order administrator, you need to ensure that the prices used when generating the invoices for work completed are correct, based on the agreement with the customer and the territory of the customer.
What are three ways that you can accomplish this goal? Each correct answer presents a complete solution.

  1. Add a regional price list to the agreement that includes the price for products and services used.
  2. Add a regional price list to the work order product that includes the price for products and services used.
  3. Add a territory relationship to the work order that includes the price for products and services used.
  4. Add a regional price list to the work order type that includes the price for products and services used.
  5. Add a territory relationship to the agreement that includes the price for products and services used.

Answer(s): A,B,C



You need to use the Agreement function in Microsoft Dynamics 365 Field Service to automatically generate work orders and invoices. This configuration will be used for preventative and maintenance work.

You need to determine the configurations that are available for you to use in the Agreements setup.
Which three configurations are available? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

  1. Auto Generate Work Order
  2. Resources Priority
  3. Auto Generate Booking Dates in 24 hours
  4. Generate Work Order Days in Advance
  5. Booking Recurrence specification

Answer(s): A,D,E

Explanation:

Work order settings:
* Auto Generate Work Order: Set to Yes to have this agreement automatically generate work orders. The system will generate work orders on a rolling basis.
* Generate Work Orders Day in Advance: Dictates how many days before the expected service date the work order will be generated. If you choose a large number of days in advance, your backlog of work orders may become larger than desired; however, if you choose too few days in advance, you may not have time to prepare.

You also need to define a pattern for work orders to be created.
1. Select Booking Recurrence,
2. Use the pop-up window to define a recurrence.


Typical examples are:

-Weekly
-Monthly
-Every three months
-Yearly
-The first Monday of each month
-Every other Friday


Reference:

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



Work Orders, once completed and reviewed, need to go to Dynamics 365 Finance and Operations for invoicing. All Closed-Posted work orders should be sent to Dynamics 365 Finance and Operations, but the Common Data Service project template keeps failing.

What must you do to have the integration complete successfully?

  1. Set Default Work Order Completed Status to Closed - Posted
  2. Set Work Order Invoice Creation setting to On Work Order Posted
  3. Set Work Order Invoice Creation setting to Never
  4. Create Work Order Sub-Status of Dynamics 365 Finance and Operations Invoice. Set work order sub-status to Dynamics 365 Finance and Operations Invoice

Answer(s): B

Explanation:

The Work order invoice creation setting selects whether the system should automatically generate a billing invoice for work orders when the status is set to Closed-Posted.

Incorrect:
Not A: The default work order completed status selects whether the default status for a completed work order is Completed or Posted.


Reference:

https://docs.microsoft.com/en-us/dynamics365/field-service/configure-default-settings



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