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| Section | Weight | Objectives |
|---|---|---|
| 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 |
| Schedule and dispatch work orders | 15–20% | - Use schedule board, schedule assistant, and resource optimization - Configure scheduling parameters, booking statuses, and requirements - Manage bookings, resource availability, and conflicts - Configure and use resource scheduling optimization (RSO) |
| Manage the Field Service mobile app | 5–10% | - Customize mobile forms, views, and offline capabilities - Manage mobile user access, security, and synchronization - Install, configure, and deploy mobile app |
| Implement Microsoft Power Platform | 5–10% | - Integrate with Power Apps, Power Automate, and Power BI - Configure and use connected field service and IoT features - Extend functionality with customizations and solutions |
| Manage work orders and customer assets | 25–30% | - Manage work order products, services, and skills requirements - Process work order lifecycle: creation, assignment, completion, and closure - Manage customer assets, asset hierarchies, and service history - Create and manage work orders, work order types, and statuses |
| Configure field service applications | 20–25% | - Configure core settings and administration areas - Configure resources, resource types, and resource roles - Configure incident types, service tasks, and products - Configure service agreements, booking rules, and settings |
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NEW QUESTION # 210
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: C
NEW QUESTION # 211
You are working with your customer to define their schedule board.
Your customer needs you to add or create additional views for their scheduling team.
Solution: Create or edit an existing view in the Bookable Resource Bookings Views, and add it to the Schedule Assistant.
Does this meet the goal?
Answer: B
NEW QUESTION # 212
You work for a telecommunication firm.
You must configure and enable Agreements to ensure that work orders are automatically generated for customers who have contracted for that service, and that invoices are being sent at the correct intervals to the customers.
Which functions of the system support the requirement? To answer, move the appropriate function to the appropriate scenario. You may use each function once, more than once, or not at all You may need to move the split bar between panes or scroll to view the content.
NOTE: Each correct match is worth one point.
Answer:
Explanation:
Explanation:
NEW QUESTION # 213
LitWare has requirements for configuring the Insurance.
You are responsible for setting up the system to manage the insurance
Which three actions should you perform in sequence? lo answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct order.
Answer:
Explanation:
Explanation:
To manage the insurance for LitWare, you should perform the following actions in sequence:
* Enable Trades Coverage in the settings.
* Create a one-to-many relationship between insurance and subcontractor.
* Create a cloud flow to validate the insurance and send a reminder.
These steps will help ensure that insurance details are properly managed and that reminders are sent out in a timely manner. This is crucial for maintaining compliance and ensuring that all subcontractors have valid insurance coverage.
Topic 4, LitWare Inc. New Case studyLitWare 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 (HVAQ, 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.
o Dispatchers are assigned to all territories in a region. Dispatchers assign repair and installation work to repair technicians based on their skills.
o Repair technicians are employees and subcontractors.
3. Planned maintenance services perform regular and planned checks for their customers.
o inspectors are assigned to all regions based on skills and expertise. o Installers are assigned to multiple territories in a geographic region.
o Repair technicians are employees and subcontractors.
o 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 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.
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 lo 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. rv
* 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.
NEW QUESTION # 214
Drag and Drop Question
You need to create a purchase order for a tape dispenser machine.
You have:
1. created a purchase order,
2. added tape dispensers as products, and
3. submitted the purchase order.
You need to complete the order and receive the tape dispenser.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
NEW QUESTION # 215
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