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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure field service applications | 20–25% | - Configure incident types, service tasks, and products - Configure core settings and administration areas - Configure resources, resource types, and resource roles - Configure service agreements, booking rules, and settings |
| Topic 2: Manage inventory and purchasing | 5–10% | - Configure inventory settings, warehouses, and product catalog - Process inventory transactions: receive, transfer, adjust, and consume - Manage purchasing, purchase orders, and vendor returns |
| Topic 3: Schedule and dispatch work orders | 15–20% | - Manage bookings, resource availability, and conflicts - Configure and use resource scheduling optimization (RSO) - Configure scheduling parameters, booking statuses, and requirements - Use schedule board, schedule assistant, and resource optimization |
| Topic 4: Manage the Field Service mobile app | 5–10% | - Manage mobile user access, security, and synchronization - Install, configure, and deploy mobile app - Customize mobile forms, views, and offline capabilities |
| Topic 5: Implement Microsoft Power Platform | 5–10% | - Configure and use connected field service and IoT features - Integrate with Power Apps, Power Automate, and Power BI - Extend functionality with customizations and solutions |
| Topic 6: Manage work orders and customer assets | 25–30% | - Manage customer assets, asset hierarchies, and service history - Create and manage work orders, work order types, and statuses - Process work order lifecycle: creation, assignment, completion, and closure - Manage work order products, services, and skills requirements |
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NEW QUESTION # 110
Your company uses Dynamics 365 for Field Service.
The company's inventory clerk goes to the bin location for electrical switches and discovers there are none in stock. However, the Field Service Inventory shows a quantity of one.
In which order should the required fields be entered to adjust the inventory to the correct amount? To answer, move the three appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation
NEW QUESTION # 111
You work for a digital billboard manufacturing company. When manufacturing is completed, the new digital billboards are shipped to a client site for installation. As the dispatcher for your company, you need to identify and schedule the different resources that are required to complete the installation of the digital billboard.
The installation of a billboard is a complicated process and requires a large team of resources all with different skills. These installations occur frequently, so you want to dispatch the resources for installations as efficiently as possible.
You need to configure multi-resource scheduling.
Which three steps should you perform, in sequence, to enable the multi-resource scheduling? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
Answer:
Explanation:
NEW QUESTION # 112
You are implementing Dynamics 365 for Field Service.
Your customer needs to understand how they can schedule the closest possible resource to a work order. The requirement further specifies it could be start of day from the company's site or during the middle of the day from an existing work order.
You need to provide them with the settings they need to properly configure so the closest resource is found when using the schedule assistant.
What should you suggest?
Answer: B
Explanation:
https://learn.microsoft.com/en-us/dynamics365/field-service/universal-resource-scheduling-for- field-service
NEW QUESTION # 113
Which two types of records can be generated when you create agreements? Each correct answer presents part of the solution.
Answer: B,C
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up-customer-agreements
NEW QUESTION # 114
Case Study 5 - LitWare Inc
Overview
Company overview
LitWare Inc. is a plumbing and heating company which provides installation, maintenance, and repair services in United States (U.S.) and Canada.
LitWare also offers various installation and repair services such heating, venting, and air conditioning (HVAC), plumbing, and roofing for commercial customers using their employees and subcontractors.
Company structure and resources
The company has three main types of services, each offering a different combination of service personnel.
1. Training services provide training to LitWare employees and subcontractors to perform the work in the regions serviced.
2. Unplanned maintenance services address emergency repair requests for their customers.
- Dispatchers are assigned to all territories in a region. Dispatchers assign repair and installation work to repair technicians based on their skills.
- Repair technicians are employees and subcontractors.
3. Planned maintenance services perform regular and planned checks for their customers.
- Inspectors are assigned to all regions based on skills and expertise.
- Installers are assigned to multiple territories in a geographic region.
- Repair technicians are employees and subcontractors.
- Dispatchers are assigned to all territories in a region. Dispatchers assign repair and installation work to technicians based on skills.
All the inspection, repair, and installation employees utilize the Field Service mobile app.
Dispatchers can see all work request data for their region and see all the bookable resources.
Existing environment
Job structure
Typical job assignments are as follows:
- Inspections: 1-2 resources
- Installations: minimum 2 resources, 1 expert
- Repairs: 1-3 resources
Skills and certifications
The following spreadsheet tracks the skills and certifications earned by each internal employee:
Service areas
The service areas are:
For each type of job, there must be at least one certified or highly experienced resource on the job.
Their current system does not have a way to maintain the availability of a service, maintain the subcontractor's insurance details, certifications, and more options for inspectors. All work is printed out and provided as a hard copy to the resources. It is not easy to distribute the new updated materials for the service or share the new troubleshooting guides.
Requirements
Planned changes
LitWare plans to implement Dynamics 365 Field Service. The requirements gathered during analysis are:
Work orders and scheduling
- Scheduling based on resource skill, and number of required resources based on job type and duration.
- Planned Maintenance emergency calls take priority over other types of jobs.
- Schedule resources based on location, maximizing total work hours and then minimizing drive time.
- Ability to track technician time.
- Ability to configure rates and pay types.
- Ability to easily see when a resource is on Time Off on the schedule board.
- All resource time-off requests should be approved by both their manager and their line manager.
Service contracts
- Set up and create a Planned Maintenance type of contract.
- Define the coverage of the regions by the work.
Inspection management
- Ability to configure inspections.
- Ability for inspections to be linked with work orders and customer assets.
Resources
- Implement company holidays for U.S. and Canada.
- Implement various pay types based on overtime, weekends and holidays, travel and regular time.
- Implement paid time off.
- Ability for resource calendars to reflect resource time off and work hours.
- Access to jobs assigned for the day.
- Ability to capture the validity of the insurance and send a 90-day reminder notification before the expiry.
- Activate geocoding throughout the system.
- Use territories for accounts, resources, and work orders.
- Enable Microsoft SharePoint Integration.
Field Service mobile app
- Ability for technician to access work orders and asset details.
- Ability to perform inspections on the mobile app.
- Ability to work through offline mode.
- Ability to enter time for the work.
Technical requirements
Resources require the ability to:
- Configure work hours templates based on their time zone.
- Access and view their skills, skill level, and certification data.
o Certifications set to expire over the next 90 days should show highlighted in Yellow.
o Certifications already expired will show in Red.
- Access documents either online or offline.
- Have their time-off requests enabled for approval by default for resource who has skill of electrical, and have the requests approved by both their manager and line manager.
Work orders
- The ability to have templates for work orders.
o Templates will provide guidance for technicians, and help recommend products and default services.
- Work orders created from a PM contract need to have a status = Service Contract.
Inspections:
- Ability to configure advance inspections with conditional logics based on the questions.
- Ability to use the latest inspections for analytics on a weekly basis.
- Ability to perform ad-hoc inspections with assets.
- Ability for users to export responses.
Security and access
- Technicians in the field should only see work orders scheduled for today.
- Technicians should have the option to enter manual time.
- Technicians should have the option to complete the inspections.
- Technicians should have the ability to access relevant apps to complete the job.
- Technicians should have the ability to access the guides.
- Administrators should have access to the technician usage of the guides.
Drag and Drop Question
LitWare has requirements for configuring the Field Service mobile app, and you are responsible for setting up the system to meet those requirements.
You need to set up help documents related to the requirements as per the case study.
How should you configure the user settings? To answer, move the appropriate configurations to the correct location. You may use each configuration once or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct match is worth one point.
Answer:
Explanation:
NEW QUESTION # 115
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