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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure Field Service (20-25%) | 20-25% | - Implement security roles and field service settings - Configure scheduling configurations and booking setup - Set up and configure customer assets - Configure work order types and incident types - Configure pricing, billing, and cost entities - Configure Field Service organizations and structures - Set up and configure resource characteristics and skills |
| Topic 2: Manage Asset and Connected Field Service (5-10%) | 5-10% | - Implement connected field service scenarios - Process IoT alerts and work order creation - Manage asset IoT connections and monitoring - Configure IoT integrations and alerts |
| Topic 3: Manage Field Service Mobile Application (10-15%) | 10-15% | - Configure Field Service Mobile app settings - Configure resource and technician mobile experiences - Handle offline capabilities and synchronization - Manage mobile forms and workflows |
| Topic 4: Manage Inventory and Procurement (15-20%) | 15-20% | - Configure warehouse and inventory settings - Manage inventory levels and stock locations - Configure product inventory and item associations - Handle inventory adjustments and transfers - Process purchase orders and returns |
| Topic 5: Scheduling and Dispatch (20-25%) | 20-25% | - Handle scheduling conflicts and rescheduling - Optimize schedules using resource scheduling optimization - Configure map view and route optimization - Manage scheduling options and requirements - Schedule work orders using various methods - Configure schedule board and board features |
| Topic 6: Manage Work Orders (20-25%) | 20-25% | - Create and manage work orders - Process work order inspections and recommendations - Manage work order reporting and analytics - Manage work order products, services, and notes - Handle work order incidents and resolutions - Configure work order lifecycle and statuses |
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NEW QUESTION # 72
You are entering products and services into Dynamics 365 CE Field Services.
You need to ensure that your field technicians can use the products when completing work orders.
Which two field service product types should you configure to allow your technicians to add work order products? Each correct answer presents a complete solution.
Answer: C,D
Explanation:
https://docs.microsoft.com/en-us/dynamics365/field-service/configure-set-up-customer-assets Only products where Field Service Product Type is set to Inventory or Non-inventory can be added to work orders. Only those products can be automatically converted to customer assets. However, when manually creating a customer asset, you can add all products.
NEW QUESTION # 73
Your company wants use Microsoft Dynamics 365 Customer Voice to obtain feedback on their customers' on-site service experience.
You need to create a survey which will be sent automatically to a customer once their work order is completed.
Which four actions should you perform 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:
Explanation:
1 - Select a survey template.
2 - Modify a project template.
3 - Select a work order type.
NEW QUESTION # 74
Your organization wants to roll out a preventive maintenance offer to select existing customers to help improve customer satisfaction and service revenue.
As part of this initiative, your organization wants to provide some specific customers with a one (1) year 10% discount on all work order products and services based on a preset price list.
You need to ensure that this discount is applied dynamically upon creation of a relevant work order.
Solution: Create an agreement for each customer where you add the discounted prices on all products and services to the agreement price list. The discounted prices will be reflected on all work orders generated.
Does this meet the goal?
Answer: B
NEW QUESTION # 75
Dispatchers and technicians in Dynamics 365 Field Service want to be able to automatically update work order statuses.
You need to configure the feature to allow the update of a work order based on resource location.
Which feature should you configure?
Answer: B
Explanation:
Correct:
* Geofencing
* Geo location
Incorrect:
* Auto-geocoding for addresses
* Booking maps
* Connection to Microsoft Bing Maps
Note:
* Geofencing
In Dynamics 365 Field Service, geofencing is a feature that creates a virtual perimeter around a specific location. When a field technician's mobile device enters or exits this virtual fence, it triggers events, such as automatically changing the work order status from "traveling" to "in progress" upon arrival, or to "on hold" if they leave the designated work area. This technology allows for the automated monitoring and management of field operations by enabling real-time tracking and reporting on technician activities.
How Geofencing Works
1. Create a Virtual Boundary:
Users define a geofence around a place of work, customer site, or other relevant location.
2. Track Mobile Devices:
The Dynamics 365 Field Service Mobile app tracks the location of the field technician.
3. Trigger Events:
When the technician's location crosses the defined geofence boundary (either entering or exiting), an event is created in the system.
4. Automatic Actions:
These events can trigger various automated actions, such as updating the work order status, sending push notifications, or even generating detailed check-in/check-out records.
* Geo location
Dynamics 365 Field Service, Enable location and map settings
Locations and maps are important for getting the most value out of Field Service. For example, knowing the location of work orders and resources allows the solution to effectively route the closest technician (resource) to the service request (work order).
Enable location tracking
Field technicians often travel to various locations throughout their workday, and it's helpful for schedulers to know where technicians are at any given time.
An administrator enables location tracking for the Dynamics 365 Field Service app and technicians enable location sharing from the mobile app. Schedulers can visualize technician's locations on the schedule board and see their location history.
Enable tracking
To send a technician's location information to Field Service, enable location tracking in the web application.
In the Field Service web app, change to the Settings area.
Go to Geolocation > Geolocation Settings.
Select the current setting or create a new one.
Set Enable Location Tracking to Yes.
Etc.
Incorrect:
* Auto-geocoding for addresses
Turn on auto geocoding to calculate estimated travel time
Dynamics 365 Field Service needs latitude and longitude values for service account records to estimate travel times when scheduling a work order to a resource.
With the Auto Geo Code Addresses setting, the system attempts to automatically add the coordinates based on the address provided for the service account.
* Booking maps
Booking maps in Dynamics 365 Field Service
Frontline workers can view their scheduled work orders on a map from the Field Service mobile app. Seeing their work on the map helps frontline workers plan their day and provides an easy way to trigger travel directions or contact the customer.
* Connection to Microsoft Bing Maps
Enable Bing Maps (Show Bing Maps on forms)
Enabling maps lets dispatchers and technicians see a map view on work orders, accounts, and other records. They can also use address recommendations for quick and accurate data entry, get directions, and view real-time traffic.
Bing Maps is enabled by default for new environments outside the EU. EU customers can opt in to use Bing Maps with the privacy notice and consent to share data with an external system.
1. Go to Advanced Settings > Settings > Administration > System Settings > General.
2. In the Enable Bing Maps section, choose an option.
Connect to maps
Connecting to maps is enabled by default for new environments. To validate or change the setting, review the following steps.
1. Open the Resource Scheduling app.
2. Change to the Settings area and go to Administration > Scheduling Parameters.
3. Set Connect to Maps to Yes.
4. Select Save & Close
Enable the connection to Bing Maps to get service enhancements, such as location information for work orders and resources. When you keep the Map API field blank, Field Service pulls location and travel time information from the Bing Maps API on your behalf.
NEW QUESTION # 76
You work for an equipment rental company which rents tower cranes to construction companies.
A tower crane consists of several components such as operator s cabin, trolley, et cetera, which requires regular maintenance and are very expensive.
You need to maintain the service history of all the sub components and track each equipment by client location.
What should you do?
Answer: A
NEW QUESTION # 77
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