Learn how to set up Dynamics 365 Field Service to automate work orders for regular maintenance and manually create orders for emergency repairs and projects. Discover the best practices for configuring agreement settings to optimize your service delivery model.
Table of Contents
Question
A Field Service organization is using Dynamics 365 Field Service to manage work orders and agreements. They have a complex service delivery model that includes recurring maintenance services, emergency repairs, and long-term project implementations. You need to ensure that the system automatically generates work orders for regular maintenance services while allowing for manual creation of work orders for emergency repairs and project-related tasks. How should you configure the agreement settings?
A. Configure the Record Generation Timing to generate work orders during business hours for all service types.
B. Disable Auto Generate Work Order for Agreement Booking and manually create work orders for both regular maintenance services and emergency repairs.
C. Enable Auto Generate Work Order for Agreement Booking and set the Generate Booking Dates X Months in Advance to cover the period of regular maintenance services.
D. Set the Generate Agreement Work Order X Days in Advance to 0 for immediate generation of work orders for all service types.
Answer
C. Enable Auto Generate Work Order for Agreement Booking and set the Generate Booking Dates X Months in Advance to cover the period of regular maintenance services.
Explanation
Option C is correct because enabling Auto Generate Work Order for Agreement Booking and setting the Generate Booking Dates X Months in Advance allows the system to automatically generate work orders for the specified period, which is suitable for regular maintenance services. Option B is incorrect as it would require manual creation of work orders for regular maintenance, which is not efficient. Option D is incorrect because setting the Generate Agreement Work Order X Days in Advance to 0 does not differentiate between service types. Option A is incorrect as configuring the Record Generation Timing affects when work orders are generated but does not address the need for automatic generation for specific service types.
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.