DRAG DROP (Drag and Drop is not supported)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(s): A
DRAG DROP (Drag and Drop is not supported)Your company has a requirement to use the out-of-the-box Resource types to categorize Active Bookable Resource types. The company wants to ensure easy Dynamics 365 upgrades as needed.You need to ensure that you only use the appropriate Resource types.Which types are available for your use? To answer, drag each description on the left to the appropriate column on the right. Each description 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 the content.NOTE: Each correct selection is worth one point.
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up-bookable-resources
Your company decided they want the Field Service territory structure to match that of the already defined sales territories within Dynamics 365. This would allow reporting by territory on the Sale and related warranty work on products in a specific territory. It will also allow scheduling of resources based on location. You have been tasked with setting up the territories to allow for scheduling work and filtering by technicians. Which two pieces of information must you provide when setting up Territories so work can be scheduled to the appropriate technicians? Each correct answer presents part of the solution.
Answer(s): B,D
When scheduling work orders and other entities, you can match the required service territory to the resources in those territories.Assign resources to territories.Field technicians, equipment, and facilities - represented in the system as Bookable Resources - can belong to one or more territories in order to define the geographic territories they work in.1. Go to Resources in the main menu and select the resource you want to add to a territory.2. From the resource form, go to Related > Resource Territories.3. Select + Add New Resource Territory.4. Populate the Territory, Resource, and Name (optional).
https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-territories
A functional consultant needs to configure all new products for use on Work Orders in Field Service. What are the three categories for products in Field Service? Each correct answer presents part of the solution.
Answer(s): A,D,E
Field service product types:Inventory: This option is used for products of high value, or products that are inventoried and have quantities tracked in a warehouse.Non-inventory: This option is used for low-value items that are typically not inventoried. Examples of this are consumables like stickers or zip ties.Service: The service option is used to create service products, which is the labor that you sell to your customers. The quantity of service products is measured with a duration of time. Only service products can be associated with a work order as a service.
https://community.dynamics.com/365/fieldservice/f/dynamics-365-for-field-service-forum/288124/field-service-product-type/825741
DRAG DROP (Drag and Drop is not supported)Your company has a requirement to use the out-of-the-box resource types to categorize active bookable resource types. This is to ensure easy Microsoft Dynamics 365 upgrades as needed.You need to ensure that you only use the appropriate resource types.Which types are available for your use? To answer, drag each description to the appropriate types. Each description 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 the content.NOTE: Each correct match is worth one point.
Box 1: Account or ContactResource type is a classification that describes who or what the resource is and how the resource relates to your organization.* Account or Contact: Choose this option if the resource isn’t directly a part of your organization, but needs to be scheduled. A common example is subcontractors. This also allows the scheduling framework to more easily apply to an organization's existing Dynamics system that may be using accounts and contacts to manage workers, partners, and contractors before Field Service is purchased and implemented.Box 2: Resource type* User: Choose this option if the resource is a person and a member of your organization. This resource type must be chosen if the resource is a frontline worker who needs access to the Field Service mobile app.Box 4: Equipment* Equipment: Choose this option if the resource is a piece of equipment, tool, or machine that must be scheduled. Note: Remaining Resource types:* Crew: Choose this option as the first step to create a crew to assemble a group of resources where scheduling the crew resource will schedule all crew members.* Facility: Choose this option if the resource is a physical space that needs to be scheduled, such as a building or room.* Pool: Choose this option as the first step to create a pool to assemble a group of similar resources to manage capacity. Among other differences, a pool differs from a crew in that scheduling a pool doesn’t schedule all pool members.
https://learn.microsoft.com/en-us/dynamics365/field-service/set-up-bookable-resources
Your customer asks you to create a dashboard.The application must meet the following requirements:-Capture work orders, asset information, and customer information.-Allow actions to be taken directly from the dashboard.-Allow data filtration.You need to determine the type of dashboard you should create in the app designer.Which type of dashboard should you create?
Answer(s): D
Overview and configuration of interactive experience dashboardsThe interactive experience dashboards come in two forms: multi-stream and single-stream.The multi-stream dashboards display data in real time over multiple data streams. There’s no limit on how many streams you can configure on the dashboard. The data in a stream can be based only on one entity, but, each stream can be based on a different entity. In the entity-specific dashboards, all streams are based on the same entity. The data flows from various views or queues, such as My Activities, My Cases, or Cases in the Banking Queue.Incorrect:* Single-stream interactiveThe single-stream dashboards display real-time data over one stream based on an entity view or queue.
https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/configure-interactive-dashboards
As part of the Microsoft Dynamics 365 Field Service implementation, your company wants to track the time that technicians spend on work orders and other scenarios. The company wants to be able to report on utilization and billing.You need to advise on the ways time entries can be created in Field Service.What are three possible ways? Each correct answer presents a complete solution.NOTE: Each correct selection is worth one point.
Answer(s): B,C,E
There are three ways time entries are created in Dynamics 365 Field Service:-automatically during the work order process (C)-manually for custom business processes (B)-automatically for time-off requests (E)C: Work order life cycle and statuses in Dynamics 365 Field ServiceWork order system statuses, work order substatuses, and booking statuses all work together to help stakeholders stay up to date with work orders from creation to closing. Updating one of these statuses can update the others automatically.Work Order System Statuses are noted on the work order entity, marking the current point of a work order in its life cycle. Work order system statuses are:-Unscheduled-Scheduled-In Progress-Completed-Posted-Canceled
https://learn.microsoft.com/en-us/dynamics365/field-service/field-service-time-entryhttps://learn.microsoft.com/en-us/dynamics365/field-service/work-order-status-booking-status
Your customer wants to set up a minimum charge of $100 for the first 45 minutes of being onsite for a work order.You need to set up this requirement in Microsoft Dynamics 365 Field Service.Which two actions should you perform? Each correct answer presents part of the solution.NOTE: Each correct selection is worth one point.
Answer(s): D,E
D: Set Flate Fee to No.Set the Flat Fee option. Flat fee applies a fixed price to a service, regardless of duration. The fixed price is derived first from the price list item amount, and then the list price on the product record.E: Choose a Product/Service. By not adding a product or service, the options apply to all services added to a work order when selecting the parent price list. Not adding a product is helpful if, for example, you want to add a minimum charge amount to all services in the price list. It saves time because you don't need to add all services as Field Service Price List Items.Incorrect: Not A, Not B: Minimum Charge Duration should not be 45 minutes.Minimum Charge Duration specifies the time not billed before charging the customer.Note: Add Field Service price list itemsYou can add more pricing options for products and services by creating Field Service Price List Items. You can add a product or service that isn't a price list item. In this case, the list price on the product record will be used.1. Open a Price List record.2. Select Related > Field Service Price List Item.3. Select Add Field Service Price List Item.4. On the General tab:Provide a Name.Choose the Duration Rounding Policy.Set the Flat Fee option. Flat fee applies a fixed price to a service, regardless of duration. The fixed price is derived first from the price list item amount, and then the list price on the product record.Minimum Charge Duration specifies the time not billed before charging the customer.Choose a Product/Service. By not adding a product or service, the options apply to all services added to a work order when selecting the parent price list. Not adding a product is helpful if, for example, you want to add a minimum charge amount to all services in the price list. It saves time because you don't need to add all services as Field Service Price List Items.
https://learn.microsoft.com/en-us/dynamics365/field-service/create-price-list
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