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.
Drag and Drop Question
You are a field service administrator for your company.
You review the Field Service administrator guide to understand how the status fields can support your company's business processes.
Which unique entity system status value matches with its Entity Type? To answer, drag the appropriate unique entity system status values to the appropriate Entity Type. Each unique entity system status value 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.
Drag and Drop Question
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.
Which three pieces of information are available on a Product Inventory record? Each correct answer presents part of the solution.
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?
