DRAG DROP (Drag and Drop is not supported)Your organization has decided to add Inspections as a new source of revenue.As a business analyst for this new process, you need to start building Inspection forms for use on a work order.Which three actions need to be performed in sequence? To answer, move the appropriate actions from the list of steps to the answer area and arrange them in the correct order.
Answer(s): A
Inspections are easy to create and use, involving the following steps:1. Administrator creates an inspection template. (Step 1 & Step 2)2. Administrator associates the published inspection to a Service Task Type. (Step 3)3. Dispatcher adds the Service Task Type to a Work Order.4. Technician completes the inspection.5. View the inspection results.Step 1: Create a new inspectionFirst, create an inspection that can be reused and added to multiple work orders.From the Field Service app, go to Settings > Inspections > +New.Name your inspection and add a description.Step 2: Create inspection questionsQuestion typesAdd a question to the inspection by double-clicking or dragging-and-dropping a question type from the right side.When finished creating the inspection, select Publish at the top.Step 3: Associate an inspection with a service taskNext, associate the inspection to a Service Task Type. This association is necessary because inspections are not added directly to work orders; they're added as part of Work Order Service Tasks.In the same Settings section, go to Service Task Types.Select an existing service task type or create a new one.Set Has Inspection to Yes.In the Inspection field, select the inspection you created.The inspection form will appear below.
https://learn.microsoft.com/en-us/dynamics365/field-service/inspections
Your company is implementing a new CRM system. They have selected Microsoft Dynamics 365 Field Service because of its flexibility.During the basic training sessions, you need to train the field service team on how work orders are created.What are three out-of-the-box ways to create work orders? Each correct answer presents a complete solution.NOTE: Each correct selection is worth one point.
Answer(s): B,D,E
DE: A work order is often created from a case, an agreement, or an opportunity.Work order lifecycle* Work order creation: A work order is created, usually from a case or opportunity.* Etc.B: Create a work orderYou can create a work order quickly from the Get Started page and from the Work Order list.From the Get Started page1. As a Field Service administrator or system administrator in the Field Service app, go to the Get Started page.2. Select Create in the Create your work orders section.3. Fill in the basic information about the work order.4. In the form, add as many tasks, products, and services as needed.5. If you want to immediately schedule the work order, select Save & Book. Select Save & Close to only save the work order.
https://learn.microsoft.com/en-us/dynamics365/field-service/create-work-order
DRAG DROP (Drag and Drop is not supported)A customer wants work orders to have Service Level Agreements (SLAs) enforced for emergency high-priority work orders.In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
Service level agreements (SLA) for work ordersStep 1: Enable SLA functionality for Microsoft Dynamics 365 Field Service.Begin by enabling SLA functionality for Field Service.Step 2: Create a new SLA, applicable when work order Priority is Emergency.Next create a new SLA.Step 3: Add the SLA field to a work order formAdd the SLA to a work order1. Go to Advanced Settings > Customizations > Customize the System.2. Expand Components > Entities > Work Order > Forms. Select the Work Order form.3. Add the SLA field to the form. The SLA field is created when SLA functionality is enabled for the work order entity. 4. Save the form and select Publish All Customizations.Moving forward, you can associate an SLA on a work order record.Step 4: Schedule a work order to meet the SLA.Schedule a work order to meet SLAOnce a work order is associated with an SLA, the Time From Promised and Time To Promised fields will be populated on the work order according to the SLA, appropriate SLA Item, and business hours of the SLA. These fields will populate along with other system jobs, which may typically take up to 5 minutes.Scheduling capabilities like the schedule assistant consider these fields and therefore will respect the SLA.
https://learn.microsoft.com/en-us/dynamics365/field-service/sla-work-orders
DRAG DROP (Drag and Drop is not supported)Your company implemented the Microsoft Dynamics 365 Field Service mobile app.A dispatcher supervisor asks you to ensure that the booking statuses will match the business processes currently used by the field technicians. You will use out-of-the-box booking statuses to fulfill this need.In which order should field technicians update their booking statuses? To answer, move all booking status fields from the list of booking status fields to the answer area, and arrange them in the correct order.
Step 1: TravelingOut of the box, the booking statuses are:-Scheduled-Traveling-In Progress-On Break-Completed-CanceledStep 2: In ProgressStep 3: On BreakStep 4: Completed
https://learn.microsoft.com/en-us/dynamics365/field-service/work-order-status-booking-status
You are the Dynamics 365 Field Service technician manager for Contoso Ltd.Your customers are indicating they are being double invoiced for certain work orders. They are receiving the quarterly invoice, and another invoice after the service is performed.You need the system to automatically handle these scenarios, while still sending out invoices for work orders that are not generated from an agreement.What should you do to avoid double billing your customers that have agreements?
Answer(s): D
Set up agreements to automatically generate work orders and invoicesUsing invoices and entitlements with agreementsEven if you have an agreement generating invoices, agreement work orders will still create invoices upon completion and Close-Posted status. If only the agreement invoices represent what should be billed to the customer, you'll need to create a process to disregard or mitigate the work order invoices. This could be as simple as deactivating those invoices or using price lists and entitlements to ensure the work order subtotal and work order invoice is $0.
https://learn.microsoft.com/en-us/dynamics365/field-service/set-up-customer-agreements
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