DRAG DROP
You are a Dynamics 365 for Field Service Administrator. All Products have the Convert to Customer Asset field set to Yes.
Some users indicate products on a customer asset are not always becoming a customer asset. Users provide you with three
scenarios.
You need to review the scenarios and provide the answers.
What happens to the product for each user scenario? To answer, drag the appropriate solution to satisfy each listed
requirements. Each solution 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.
Select and Place:
You are a Dynamics 365 for Field Service Billing Administrator. Your customer wants to purchase a series of quarterly
preventative maintenance visits as well as bi-weekly site visits.
The customer wants to be billed for the preventative maintenance quarterly but billed for the site visits monthly.
What are two ways that this can be completed against a single Agreement? Each correct answer presents a complete
solution.
B C
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up-customer-
agreements#add-invoice-setup
You are a Dynamics 365 for Field Service Administrator.
You need to add two compressor sub-components to one of the refrigerator customer assets, in the environment and set up
the sub-components for the customer asset.
What must you do to properly set up the assets?
A
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.
A
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure-set-up-customer-
assets
DRAG DROP
Your companys inventory clerk has received a truck shipment of parts for repair of equipment on such a rush order. The
order needs to be completed as soon as possible.
Which three steps, in sequence, are needed to receive the products to the existing rush order in Field Service? To answer,
move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-purchase-order
Topic 6, Manage assets and agreements
DRAG DROP
Your companys inventory clerk is using the Returning to Vendor feature in Dynamics 365 for Field Service to process a
customer's request to return a wheel that is the wrong size.
The clerk needs to understand the different tracking options for returning to the vendor.
Which actions correspond with track the return and which actions correspond with another return to vendor option? To
answer, drag the type of return to the action. Each type or return 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.
Select and Place:
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/process-return
DRAG DROP
There are certain steps a Field Service Manager must take for RMA approval, and then for creating an RMA receipt.
Which steps pertain to RMA Approval and which steps pertain to RMA Receipts? To answer, drag RMA Approval or RMA
Receipts to the appropriate steps. RMA Approval and RMA Receipts may be used once, more than once, or not at an. You
may need to drag the split bar between panes or scroll to view the content.
NOTE: Each correct selection is worth one point.
Select and Place:
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/process-return
DRAG DROP
You need to create a purchase order for a thermal overload cooling fan for a refrigeration unit on the shop floor.
After creating a purchase order, what are the five steps, in sequence, for completing the order and receiving the products?
To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-purchase-order
DRAG DROP
Your company uses Dynamics 365 for Field Service.
The companys inventory clerk goes to the bin location for electrical switches and discovers there are none in stock.
However, the Field Service Inventory shows a quantity of one.
In which order should the required fields be entered to adjust the inventory to the correct amount? To answer, move the
three appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
You are onsite, working on a customer's factory floor. You need to return tomorrow and replace a belt on the conveyor. You
look at the inventory in Warehouse 1, and there are 10 in stock. You pull the belt from stock and create an inventory transfer
record.
What are the two correct steps to complete the transfer? Each correct answer presents part of the solution.
A B
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-inventory-transfer