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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Manage Asset and Connected Field Service (5-10%) | 5-10% | - Configure IoT integrations and alerts - Implement connected field service scenarios - Manage asset IoT connections and monitoring - Process IoT alerts and work order creation |
| Topic 2: Configure Field Service (20-25%) | 20-25% | - Configure scheduling configurations and booking setup - Configure work order types and incident types - Set up and configure resource characteristics and skills - Implement security roles and field service settings - Set up and configure customer assets - Configure pricing, billing, and cost entities - Configure Field Service organizations and structures |
| Topic 3: Manage Work Orders (20-25%) | 20-25% | - Process work order inspections and recommendations - Manage work order products, services, and notes - Manage work order reporting and analytics - Configure work order lifecycle and statuses - Handle work order incidents and resolutions - Create and manage work orders |
| Topic 4: Manage Inventory and Procurement (15-20%) | 15-20% | - Process purchase orders and returns - Manage inventory levels and stock locations - Configure product inventory and item associations - Configure warehouse and inventory settings - Handle inventory adjustments and transfers |
| Topic 5: Scheduling and Dispatch (20-25%) | 20-25% | - Configure map view and route optimization - Handle scheduling conflicts and rescheduling - Schedule work orders using various methods - Manage scheduling options and requirements - Configure schedule board and board features - Optimize schedules using resource scheduling optimization |
| Topic 6: Manage Field Service Mobile Application (10-15%) | 10-15% | - Configure resource and technician mobile experiences - Configure Field Service Mobile app settings - Manage mobile forms and workflows - Handle offline capabilities and synchronization |
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NEW QUESTION # 218
You work for a recycling company that provides customers with large compactor units to collect their recyclable materials. The compactor units are comprised of two separate components: a container to collect the recyclable materials and a separate component that compacts the recyclable materials to make them easier to transport.
These containers are expensive, and the components tend to break down frequently, requiring ongoing maintenance and repairs.
You need to easily track the containers that your company has at each client location and maintain a service history for each of the sub-components.
Answer: D
Explanation:
Topic 3, Plumbing and healing company Case study
Company overview
LitWare Inc. is a plumbing and healing 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 vf assigned to all territories in a region Dispatchers assign repair and installation work to repair technicians based on their skills.
*. Repair technicians in 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 1 Repair technicians a-e 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.
Job structures
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:
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 c* share the new troubleshooting guides.
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 fobs.
* 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 fen 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 requite the ability to:
* Configure work hours templates based on their time zone.
* Access and view their skill. skill level, and certification data
* 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 the" 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 a 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 m 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.
NEW QUESTION # 219
Your company recently enabled a self-service scheduling portal for your customers to schedule appointments.
You need to explain how a portal access request can be sent manually to your customers to access the portal.
Which four actions should you perform in sequence? To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.
Answer:
Explanation:
Explanation:
NEW QUESTION # 220
You are a Dynamics 365 for Field Service Administrator. You are working with your company's scheduling team on requirements for a new schedule board view.
The team needs a schedule board view where they only see work orders with a priority of Critical.
Which three steps should you perform, in sequence, to meet their need? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation:
NEW QUESTION # 221
You implemented Microsoft Dynamics 365 Field Service for an electronics company.
The technician reports that they are unable to view the customer asset hierarchy and the functional location at the customer's location.
While setting up the Dynamics 365 Field Service mobile app, you assigned the Field Service Resource security role to a technician.
While working at the customer site, there were some internet connectivity issues and so the technician had to work offline.
Why was the technician unable to view customer asset hierarchy and functional location?
Answer: A
NEW QUESTION # 222
To improve communications with customers, your company has decided to implement Twilio, a third-party communication platform that has call and messaging capabilities.
The Twilio solution includes a number of core components to deliver the capability, all of which need to be set up.
Which five steps should you take in sequence to prepare data for optimization? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
1 - Setup a twilio Account
2 - Obtain Phone Numbers
3 - Generate account SID and authentication token
4 - Install a Twilio-managed solution
5 - Configure SMS and IVR solution
NEW QUESTION # 223
......
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