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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Manage work orders and customer assets | 25–30% | - Manage customer assets, asset hierarchies, and service history - Process work order lifecycle: creation, assignment, completion, and closure - Create and manage work orders, work order types, and statuses - Manage work order products, services, and skills requirements |
| Topic 2: Implement Microsoft Power Platform | 5–10% | - Extend functionality with customizations and solutions - Integrate with Power Apps, Power Automate, and Power BI - Configure and use connected field service and IoT features |
| Topic 3: Schedule and dispatch work orders | 15–20% | - Configure and use resource scheduling optimization (RSO) - Configure scheduling parameters, booking statuses, and requirements - Manage bookings, resource availability, and conflicts - Use schedule board, schedule assistant, and resource optimization |
| Topic 4: Configure field service applications | 20–25% | - Configure incident types, service tasks, and products - Configure resources, resource types, and resource roles - Configure core settings and administration areas - Configure service agreements, booking rules, and settings |
| Topic 5: Manage inventory and purchasing | 5–10% | - Process inventory transactions: receive, transfer, adjust, and consume - Manage purchasing, purchase orders, and vendor returns - Configure inventory settings, warehouses, and product catalog |
| Topic 6: Manage the Field Service mobile app | 5–10% | - Install, configure, and deploy mobile app - Customize mobile forms, views, and offline capabilities - Manage mobile user access, security, and synchronization |
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질문 # 21
You are viewing the Microsoft Dynamics 365 Field Service historical insights report.
You need to determine the options available for filtering on the reports.
Which three options are available for filtering? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
정답：A,B,E
질문 # 22
You are implementing Microsoft Dynamics 365 FWd Service for an electronics company.
You need to identify when a compressor is used from the technicians warehouse inventory.
How does the inventory journal record the transactions? To answer, drag the appropriate inventory journal record to the correct scenario. Each inventory journal record may be used once, more than 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.
정답：
설명：
Explanation
질문 # 23
You are implementing the Field Service mobile app for an air conditioning (AC) repair company, A field technician installed an AC unit at a customer location and completed the booking.
The technician now needs to create a follow-up work order in order to schedule the first service on the installed AC unit.
What will happen once the follow-up work order is created?
정답：D
질문 # 24
LitWare has requirements for configuring the services around the region.
You need to set up the system to meet those requirements.
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.
정답：
설명：
Explanation:
Topic 5, Wingtip Toys Company OverviewWingtip Toys is a
specialist prop fabrication company specializing in animatronic
dinosaur sculptures. The sculptures are assets that belong to the
company. The assets are painstakingly constructed over several
years using proprietary techniques and require significant capital
investment.
Staff members
Wingtip Toys has five staff members:
1. The Chief Executive Officer (CEO)
2. The prop master
3. The robotics engineer
4. The robotics intern
5. You. the Power Platform administrator
Employees 2, 3, and 4 are field technicians. Customers pay a surcharge for technician travel time, so the CEO requires they are diligent in marketing themselves as "Travelling" on their Field Service mobile apps as soon as they begin driving to a site.
Assets overview
Customers - such as film studios, museums, and theme parks - usually lease assets on a long-term basis. Lease agreements are sold with regular maintenance, both cosmetic and technical. Short-term rentals are also available for specific projects at theatres, events, or for filming on location.
The CEO has recently produced a barcode for each dinosaur currently in use. The new barcode should be applied to the inside of the sculpture's mouths at the next visit.
Dinosaur sculptures
All dinosaur sculptures have been added as assets. A custom choice type column named "Species" has been added to the main form and is manually selected when a new asset is created The prop master asked you to create a custom page that will allow them to browse through all current and previous dinosaur sculptures; each displaying the sculpture name, completion data, species, and a small image.
The catalog should allow the user to drill down into further information about the asset and (if applicable) the account of the customer currently renting or leasing it.
Overview
Cosmetic work is always performed by the prop master, created automatically via agreements and scheduled by the CEO.
The "Cosmetic maintenance" incident type currently has four related products. Two of those are field service type products and two are service task types.
Technical work orders
Within the last few months, some customers have contacted Wingtip Toys to note that a tooth or two had fallen out of the dinosaurs' mouths. This is due to wear and tear on the roaring and chewing motions that customers can trigger.
The CEO wants to add dental check-up to the "Cosmetic maintenance" incident type to allow the prop master to prevent these incidences from occurring in the future where needed. This incident type has no associated cost to the customer.
Inspections
As the dental check-up of dinosaurs can have technical implications, the robotics engineer works with you to create an inspection, which must be completed every time the process is completed.
The following image is a draft of the "Dental Check-up" inspection:
The engineer wants the inspection to appear to the prop master in their mobile app as per the above image.
However, they also need to add the scanning of the new barcode sticker.
Further, the CEO requires completed inspections to be related to the correct dinosaur as part of their service history.
New programming: dance firmware update
The intern has just begun completing work orders on their own. Once they have completed all items and performed their inspection, they need to wait for the engineer to review their work before they can mark the job as "Completed.'' This give the engineer an opportunity to assess whether something additional might be required.
질문 # 25
Dispatchers at Contoso have access to a wide range of information because they often cover for each other within the region. However, for their normal dairy operations, they only need to be able to see resources in their territory.
The dispatcher needs to customize their schedule board to filter resources to their territory. What should the dispatcher do?
정답：B
설명：
Topic 2, Litware, Inc
Company structure and resources
Litware, Inc. is a home improvement retail company with stores around the world. Litware, Inc. also offers various installation and repair services using both employees and subcontractors.
Litware, Inc. has stores located throughout the United States and Canada.
The company has three main types of stores, each offering a different combination of service personnel.
1. DIY Stores are retail and contractor stores with supply items for electrical, lighting, and other home improvement DIY projects.
* Delivery personnel pick up at the local warehouse for each store.
* Installers install major appliances.
2. Pro Stores offer design ideas for major home renovations.
* Designers are assigned to a department based on skills and expertise.
* Installers are assigned to a geographic region.
* Repair Technicians are all subcontractors.
3. Home Improvement Stores offer the convenience of purchasing items available in the DIY stores, but also include the expert design, installation and repair services offered in the Pro Stores.
* Designers are assigned to a department based on skills and expertise.
* Delivery personnel pick up at the local warehouse for each store
* Installers are assigned to multiple stores in a geographic region.
* Repair technicians are all subcontractors.
* Dispatchers are assigned to all territories in a region. Dispatchers assign repair and installation work to technicians based on skill.
All internal delivery, repair and installation employees will utilize the Field Service mobile app. Litware, Inc. employees have full-service licenses, while subcontractors do not K Regions Dispatchers can see all work request data for their region, including resources.
The Canadian regions are:
Data management structure
Litware, Inc. store employees can see data within their region. This is to provide better support of customers and stores within the regions. The current data access structure appears as follows:
Field Service difficulties
Typical job assignment is as follows:
* Appliance Delivery & Hookup: 2 resources - subcontracted out
* Landscaping: minimum 2 resources. 1 expert
* Carpeting: 2-3 resources
* Tile Flooring: 2 resources
* Kitchen Cabinets: 3 resources
* Hardwood Flooring: 2 resources
* Repairs: 1-2 resources
A spreadsheet tracks the skills and certifications earned by each internal employee. They are:
The Skill Proficiency Model used at Litware, Inc. is as follows;
1 - Novice
2 - Inexperienced
3 - Moderate Experience
4 - Experienced
5 - Expert/Certified
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 share technical documents and instructions with the technicians and have them review it while onsite.
All work is printed out and the provided to the resources. Contractors are currently emailed the job details to which they need to confirm availability. Contractors sometimes decline work. In some of these cases, the Litware, Inc. dispatch team does not react quickly to this information and the customer's work or delivery is delayed.
Customer base
Currently, all customer data are held in Dynamics 365 Finance and Operations (D365 F&O).
* Most store employees do not have access to this data as it is currently being implemented for backend features, such as inventory and invoicing.
* Designers and those scheduling can pull up a customer and their pending orders and installations, but they cannot see the payment details and terms.
85% of Litware's customers are households.
15% are construction-based companies that either purchase or hire Litware, Inc. for specific jobs.
* Most of these companies receive a 5-10% discount on supplies and 10% discount on labor.
Planned changes
Litware, Inc. 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.
* Preventative Maintenance emergency calls take priority over other types of jobs.
* Schedule resources based on location, maximizing total work hours and then minimizing drive time.
* All HVAC down jobs require a resource to be onsite at the customer location within 2 hours, per contract terms.
* Some high-end HVAC systems can tell the company when the system is experiencing issues. Alert dispatchers when this occurs if this feature is enabled and purchased.
* Set contractually obligated times for HVAC down jobs.
* Set reminders or see critical details to act on for a job.
* Ability to quickly book a job.
* Easily see when a resource is on Paid Time Off on the schedule board.
Service Contracts
* Set up and create a Preventative Maintenance (PM) type of contracts.
* PM contracts are only for HVAC systems. Semi-annual maintenance jobs should be created 30-days before they are to be scheduled.
* Preventative Maintenance
* Semi-annual inspections Discount on any required parts and additional labor.
* Include 24-hour emergency service calls at no-charge.
Extended Warranties
* Ability to setup and create an Extended Warranty type of contracts.
* Start when Manufacturer warranty ends.
* Can be purchased for 1, 2 or 3 years and include all parts and labor.
Products and Services
* Integration between D365 F&O and D365 Field Service.
* Implement a parts return process for any unused or defective part during an installation job.
* Multiple price lists will be used, based on region and customer type (retail, construction).
Resources
* Implement company holidays for US and Canada
* Implement various pay types based on OT, Weekends/Holidays, Travel and Regular Time.
* Implement Paid Time Off.
* Optimize resource schedules.
* Access to jobs assigned for the day.
* Specialty equipment scheduled on work orders as needed.
Technical Requirements
Invoicing
* Send Work Order details to D365 F&O when a job is completed, and after internal reviews are performed.
* The system must track the price of resources based on holidays and after-hours scenarios at a rate of one and a half times the normal billing rate.
* Travel time is non-billable. Travel time should be captured as normal billing rate.
* A Delivery Fee of S75 is charged for each order.
* Subcontractor travel time is non-billable but is paid to the subcontractor company by Litware, Inc.
Resources
* Contractor technicians require access to work order and customer details once assigned to a booking. They do not have a license.
* Dispatchers need a schedule board for their region(s).
* Resources have access to view their skills, skill level and certification data.
o Certifications set to expire over the next 120 days should show highlighted in Yellow, o Certifications already expired will show in Red.
* Resources will be notified when they enter or leave a job, or are assigned a job for the day.
* Resource booking automatically updated when they enter job site.
* High priority jobs will send an alert to the resources' phone and send them a text message.
* Resources assigned to a job where their skill level = 1 will be assigned to an experienced resource for 3 months.
* Resources on the job can use their smartphone to call and obtain assistance.
* Resources can access documents either online or offline.
Products and Services
* All parts removed from a customer's equipment must be returned to the Main warehouse.
* All parts not used or deemed defective during an installation must be returned to the originating warehouse.
* All appliances and parts will become part of the customer record.
* All products are received into the Main warehouse and then distributed to van stock for delivery or installation.
* All assets that have an expired manufacturer warranty should show a notification.
Work Orders
* The ability to have templates for work orders. Templates will provide guidance for technicians, and recommend products and default services.
* Work Orders created from a PM contract need to have a status = Service Contract.
* Work Orders created from an Extended Warranty contract need to have a status = Extended Title Warranty
* All HVAC down work orders must be set to high priority.
* All emergency, and contractual Work Orders must be created, reviewed and dispatched within 1 hour. A technician must be onsite within 2 hours.
* All Work Orders created from a PM are non-billable.
* All Extended Warranty jobs must include a flat service fee of $75.
Scheduling
* High Priority work orders for HVAC down cannot be moved once scheduled.
* Work Orders scheduled to technician(s) who do not have the desired skill set and level should show a warning.
o If scheduled, it will send an approval record to the manager to approve the assignment. Approved are booked. Rejected are canceled and the dispatcher notified.
* Dispatchers will assign multi-day work orders, such as kitchen cabinets, bathrooms, landscaping, to the same group of resources for the duration of the work.
* All work orders for an existing asset, where the asset does not have an active manufacturer's warranty, or a valid extended warranty should show an alert upon scheduling.
* Resources should be optimized for high priority items, maximize their work hours and then minimize travel time.
Security and access
* Safeguards must be in place for the data on the Field Service mobile app if a technician loses his mobile device.
* Technicians in the field should only see work orders scheduled for today.
* Field Service administrators need the ability to update the defaults for the schedule assistant.
질문 # 26
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