Question 36

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.
  • Question 37

    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) Set Booking Recurrence
    4) Create Invoice Setup
    5) Define Invoice Recurrence
    Does this meet the goal?
  • Question 38

    You are implementing Dynamics 365 for Field Service.
    Your customer needs to understand how they can schedule the closest possible resource to a work order. The requirement further specifies it could be start of day from the company's site or during the middle of the day from an existing work order.
    You need to provide them with the settings they need to properly configure so the closest resource is found when using the schedule assistant.
    What should you suggest?
  • Question 39

    You are setting your environment to use Resource Scheduling Optimization (RSO). You have enabled Optimize Schedule for all Bookable Resources.
    You need to complete the remaining steps to prepare your work order data for optimization.
    Which three actions should you perform, in sequence, to achieve the goal? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

    Question 40

    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.
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