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MB-240: How to Automatically Generate Booking Journal Records in Microsoft Dynamics 365 Field Service?

Learn how to configure Microsoft Dynamics 365 Field Service to automatically generate booking journal records when a resource booking status is set to ‘complete’. Follow this step-by-step guide for efficient setup and troubleshooting.

Table of Contents

Question

You are a Field Service Functional Consultant for Contoso, Ltd. The company has recently implemented Microsoft Dynamics 365 Field Service to manage their resources. They have different pay types for their resources based on the type of work they perform. You need to configure the system to automatically generate booking journal records when the status of a resource booking record is set to ‘complete’. What should you do?

A. Assign all resources to a single pay type and let the system generate booking journal records.
B. Create a separate resource for each journal type and assign them in the Resources page.
C. Create one resource pay type record for each journal type and assign them in the Pay Types section of the Resources page.
D. Manually create booking journal records for each resource booking.

Answer

C. Create one resource pay type record for each journal type and assign them in the Pay Types section of the Resources page.

Explanation

Creating one resource pay type record for each journal type and assigning them in the Pay Types section of the Resources page will allow the system to automatically generate booking journal records when the status of a resource booking record is set to ‘complete’. Other options are incorrect as they either involve manual intervention or do not correctly utilize the system’s capabilities.

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.