Your customer wants to be setup on a preventative maintenance schedule. You create an agreement. You need to automatically invoice the customer on a monthly basis. What should you do? A. Create an agreement and an invoice setup record. B.…
You need to add descriptions to equipment and implement a rating system for equipment. What should you configure? A. Characteristics B. Category C. Business Unit D. Team
You are a field service administrator. You are configuring bookable resources. You need to configure start and end location for resources. Which three options can you use? Each correct answer presents a complete solution. A. Resource Address B. Company Address…
A company uses the Familiar, Good, Proficient rating model. You need to implement a new rating model with five values. Which two actions should you perform? Each correct answer presents part of the solution. A. Update the characteristics for all…
You need to track a list of serviceable equipment related to a specific service location. Which record type should you use? A. Products B. Facilities/Equipment C. Customer Assets D. Resources
For which two purposes can you use purchase orders in Microsoft Dynamics 365 Field Service? Each correct answer presents a complete solution. A. Add inventory to a warehouse. B. Add or subtract inventory to or from a warehouse. C. Transfer…
What are the steps in the purchase order process? A. Submit, Approval, Review, Receive, Bill B. Submit, Approval, Receive, Bill C. Draft, Approval, Submit, Review, Receive, Bill D. Draft, Approval, Submit, Receive, Bill
Which three pieces of information are available on a Product Inventory record? Each correct answer presents part of the solution. A. Quantity Allocated B. Reorder Point C. Quantity Sold D. Quantity on Order E. Inventory Status
You plan to convert products that you use on work orders to customer assets. You need to automatically create customer assets for all work orders. How should you configure the products? A. On the Work Order Type record, set the…
You install the Field Service Solution and set up incident types. You create a work order that uses a primary incident type. Which three pieces of information are populated on the work order? Each correct answer presents part of the…