Your customer wants to be setup on a preventative maintenance schedule. You create an agreement. You need to automatically invoice the customer on a monthly basis.
What should you do?
You are scheduling a customer for preventative maintenance performed on a predictable schedule.
The customer wants the work performed within two (2) days of the 15th of each month, and an Agreement has already been created.
Which three elements of the booking setup are valid? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
You are a Dynamics 365 for Field Service Mobile customizer.
Your mobile technicians indicate that when in offline mode, they do not have access to the same data set that is available online. Offline mode contains less account and work order data, and users cannot see warehouses.
You need to determine which updates to make within the mobile project so that technicians can see the appropriate information.
Which three actions should you choose? Each correct answer presents a complete solution.
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a Dynamics 365 for Field Service system administrator.
You are configuring a new instance of Dynamics 365 for Field Service. The organization needs to automatically generate work orders based on agreements, and send invoices on a recurring basis by customer.
Solution: You implement the following configuration changes.
1) Create Agreement
2) Define Booking Setup
3) Create Invoice Setup
4) Set Auto Generate Invoice = Yes
5) Populate Generate Agreement Invoices X Days in Advance
Does this meet the goal?
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a Dynamics 365 for Field Service system administrator.
You are configuring a new instance of Dynamics 365 for Field Service. The organization needs to automatically generate work orders based on agreements, and send invoices on a recurring basis by customer.
Solution: You implement the following configuration changes.
1) Create Agreement
2) Define Agreement Products
3) Set Booking Recurrence
4) Create Invoice Setup
5) Define Invoice Recurrence
Does this meet the goal?
