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MB-240: How to Associate Customer Assets with Work Orders in Microsoft Dynamics 365 Field Service Despite Different Accounts?

Learn how to configure Microsoft Dynamics 365 Field Service to associate customer assets with work orders, even when assets belong to different accounts. Discover the solution for avoiding conflicts and improving asset management efficiency.

Table of Contents

Question

Contoso Ltd. is using Microsoft Dynamics 365 Field Service to manage a fleet of rental equipment. They want to ensure that when a work order is created for a customer, the system allows for the association of customer assets related to different accounts, such as the asset owner and the current lessee. You need to configure the system to allow for the association of customer assets with work orders, even when the assets are related to different accounts than the service account on the work order. What should you do?

A. Create a new customer asset for each work order to avoid conflicts between the asset owner’s account and the lessee’s account.
B. Instruct technicians to manually change the service account of the customer asset to match the work order’s service account each time they create a work order.
C. Remove the association feature between customer assets and work orders to prevent any account-related issues.
D. Set ‘Disable Customer Asset Validation’ to ‘Yes’ in the Field Service settings to allow customer assets related to different accounts to be associated with work orders.

Answer

D. Set ‘Disable Customer Asset Validation’ to ‘Yes’ in the Field Service settings to allow customer assets related to different accounts to be associated with work orders.

Explanation

Setting ‘Disable Customer Asset Validation’ to ‘Yes’ allows for the association of customer assets with work orders, regardless of whether the assets are related to the service account on the work order, which is the correct solution for Contoso Ltd.’s requirement. Option A is incorrect as creating a new customer asset for each work order is unnecessary and would lead to data duplication. Option B is incorrect because manually changing the service account for each work order is inefficient and prone to errors. Option C is incorrect because removing the association feature would hinder the ability to track service history and asset management.

Microsoft Dynamics 365 Field Service Functional Consultant MB-240 certification exam assessment practice question and answer (Q&A) dump including multiple choice questions (MCQ) and objective type questions, with detail explanation and reference available free, helpful to pass the Microsoft Dynamics 365 Field Service Functional Consultant MB-240 exam and earn Microsoft Dynamics 365 Field Service Functional Consultant MB-240 certification.