Contoso wants to provide special customer pricing, to one of their customers, for two years. All work order products and services will be 10% off. What should they implement?
Answer(s): A
Entitlements for work orders allow field service organizations to dynamically apply price lists and discounts to work order products and services based on work order attributes and date range factors.Scenario: Entitlement for price list and discountIn this scenario, an organization wants to offer a customer a 10% discount for two years on all work order products and services based on a preset price list.Step 1: Go to Field Service > Settings > Price Lists and create a new price list.Step 2: Create an entitlementNote: When creating a work order, you must enter a price list. The price list can be entered manually, or can be automatically populated based on the price list of the billing account or work order type when chosen.
https://docs.microsoft.com/en-us/dynamics365/field-service/create-price-listhttps://docs.microsoft.com/en-us/dynamics365/field-service/work-order-entitlements
DRAG DROP (Drag and Drop is not supported)Contoso, Ltd. wants to understand how the out-of-the-box statuses for work orders coordinate with the automated processes included with Dynamics 365 Field Service. Which actions below are associated with which processes? To answer, drag the action statement to the appropriate automated process. Each action 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 content. NOTE: Each correct selection is worth one point.
Box 1: A work order is added to the calendar on the Schedule BoardBox 2: A technician changes the Booking Status to TravelingChanging the booking status to Traveling automatically changes the work order system status to Open - In Progress.Box 3: A technician changes the Booking Status to In ProgressWhen the field technician arrives on site and is ready to begin the work, they change the booking status to In Progress. The work order status remains as Open - In Progress.On the related work order, the First Arrived On field is updated with the Actual Arrival Time of the booking.Box 4: A technician changes the Booking Status to CanceledIf the booking status is Canceled, and is the only booking, the work order system status will revert to Open-Unscheduled.Box 5: A technician changes the Booking Status to CompletedWhen the work is complete, the field technician will change the booking status to Completed.The duration is updated to the actual duration of the booking, and the end time is updated to reflect the time the status was changed to completed.The related work order system status will become Open-Completed.
https://docs.microsoft.com/en-us/dynamics365/field-service/work-order-status-booking-status
Your company is losing money on some of the work orders they have been completing. They want to implement a pricing policy to stop the losses on work orders. You have been asked to setup the application, where applicable, to ensure that minimum charges and fees are enforced. Which two options are available for enforcing the pricing policy? Each correct answer presents a complete solution.
Answer(s): C,D
Minimum Charge Amount.Sets minimum amount for a visit. Value will be added on to final price regardless of amount charged.Minimum Charge Duration.First X amount of time free.
https://docs.microsoft.com/en-us/dynamics365/field-service/create-price-list
You are implementing Microsoft Dynamics 365 Field Service for your organization.You are about to finalize the updates to booking statuses. The booking statuses, and corresponding Field Service Status values are: You want technicians' time entries to be generated every time they update the booking status.Which two steps must you set up to ensure the time entries are correctly generated? Each correct answer presents part of the solution.NOTE: Each correct selection is worth one point.
D: Booking timestamps are used to calculate booking journals, which calculate total travel time and working time for a specific booking. They can also be used to automatically generate time entries, if the Field Service setting’s Time Entry Generation Strategy is set to Auto Generate from Booking Timestamps.C: Timestamp frequency settingThe Timestamp Frequency setting allows you to choose when booking timestamps are created.Go to Field Service > Settings > Field Service SettingsIn the Timestamp Frequency field, choose one of the following options:Per Field Service Status Change to create timestamps only when a booking status change results in a field service status change. This is the default setting as seen in the previous scenario.Per Booking Status Change to create timestamps with every booking status change.
https://learn.microsoft.com/en-us/dynamics365/field-service/booking-timestamps
DRAG DROP (Drag and Drop is not supported)You need to create a requirement group for a work order.Which three steps should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Requirement groups for work ordersFor field service scenarios, requirement group templates are designed to work with incident types. An incident type is a way of automatically adding duration, service tasks, products, services, and other attributes to a work order. Adding an incident type to a work order can also automatically add requirement groups. This is achieved by associating a requirement group template to an incident type:1. Create a requirement group template.2. Associate an incident type to the requirement group template.3. Add the incident type to a work order.4. Book the work order.
https://learn.microsoft.com/en-us/dynamics365/field-service/multi-resource-scheduling-requirement-groups
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