You are a consultant implementing Dynamics 365 Field Service for Contoso Manufacturing. The Field Service director wants to set preventive maintenance schedules for sub-components that have a different maintenance routine than the top-level or parent asset. The goal is to increase asset useful life and provide increased customer satisfaction. How should you manage different preventive maintenance schedules for multiple sub-components of a parent or top-level asset?
Answer(s): D
Field Service agreements allow organizations to automatically generate work orders and invoices with predefined details, frequency, and date ranges. Agreements are most commonly used for maintenance schedules where an organization must perform daily, weekly, or monthly inspections on equipment.After setting up the Agreement to define the high-level details, and the Agreement Booking Setup to define a recurrence, the next step is to define the work that should be performed.To add more details to the agreement status, consider using the Agreement Sub-Status values. Custom agreement substatuses can also be created.Note: From the agreement booking setup, select +Add Agreement Booking incident record. Use the tooltips as a guide to specify the incident details, and then select Save & Close.
https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-customer-agreements
You are a Contoso, Ltd. dispatcher for Dynamics 365 Field Service application. A technician's mobile phone is having difficulties, and the Field Service Mobile app will not open. The technician is headed to a work site and needs directions. How can you provide the technician with directions?
Answer(s): B
When you select a resource cell on the schedule board and click Actions > Get driving directions, the selected resource and address are now correctly loaded into the driving directions window.
https://docs.microsoft.com/en-us/business-applications-release-notes/april18/dynamics365-field-service/select-resource-load-into-driving-directions-window-correctly
A customer service agent fails to solve a customer's issue over the phone.The agent needs to converted the case to a work order in order to schedule a technician visit.What is required to successfully convert a case to a work order?
Think of Incident Types as service templates that allow users to create work orders quickly for jobs your organization performs frequently. Let’s say you install and maintain solar panels. Between dirt, leaves, bird droppings, etc., solar panels require routine cleaning. As a result, you want to create an Incident Type > Panel Cleaning. Set up correctly, the Panel Cleaning Incident Type will pass data to the Work Order, so your user doesn’t have to build the Work Order from scratch.
https://www.dyn365pros.com/2021/08/26/dynamics-365-field-service-prerequisites-to-converting-cases-to-work-orders/
You are a Dynamics 365 Field Service functional consultant who is setting up a new incident type that will contain three service tasks and two products. None of your existing service tasks, services or products will work for this incident type. Which three steps are required to create this new incident type?
Answer(s): B,C,D
Order: D -> C -> BNote: To create an incident type, go to Field Service > Settings > Incident Types > +New.Enter a Name and a Description...Next, add an incident type product by going to the product tab and selecting +New Incident Type Product.Select a Product and Unit.Enter a Quantity, which is the number of work order products that will be added to the work order when this incident is addedSimilar to incident type products, add incident type services.Next, go to Service Tasks and select +New Incident Type Service Task.Select a Task Type or create a new one in the system.
https://docs.microsoft.com/en-us/dynamics365/field-service/configure-incident-types
DRAG DROP (Drag and Drop is not supported)You are a Dynamics 365 Field Service dispatcher. You need to implement a capability within the schedule board to allow you to find resources for a work order. The work order can be done by any resource with the right piece of equipment, who is available at 9:00 A.M. during a selected week. Which four steps must you take, in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer(s): A
Requirement groups for work orders.For 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://docs.microsoft.com/en-us/dynamics365/common-scheduler/multi-resource-scheduling-requirement-groups
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