Learn the best practices for configuring work orders in Microsoft Dynamics 365 Field Service, including using custom fields and substatuses to handle complex service structures efficiently. Discover how to streamline billing and manage work order lifecycles with expert tips for MB-240 certification.
Table of Contents
Question
A large facility management company is using Microsoft Dynamics 365 Field Service to manage work orders for multiple clients. They have a complex service structure with various types of work orders, each requiring different resolutions and billing processes. You need to ensure that the work order lifecycle is configured to accurately reflect the unique requirements of each service type while enabling efficient billing for the service accounts. What two actions should you perform? Each correct answer presents part of the solution. Choose 2.
A. Configure a single work order type for all services to streamline the creation process and reduce complexity.
B. Configure work order types to include custom fields for capturing unique service data required for different service types.
C. Create work order substatuses that provide detailed progress updates specific to each service type within the facility management company.
D. Edit the option set values for Work Order System Status to create new statuses that match the company’s service types.
E. Remove default booking statuses and replace them with custom booking statuses tailored to the company’s internal processes.
Answer
B. Configure work order types to include custom fields for capturing unique service data required for different service types.
C. Create work order substatuses that provide detailed progress updates specific to each service type within the facility management company.
Explanation
Configuring work order types with custom fields allows for capturing specific data relevant to different service types, which is essential for a company with a complex service structure. Creating work order substatuses that are detailed and specific to each service type provides clarity on the progress and helps in managing the work order lifecycle efficiently. Removing default booking statuses is not recommended as they are part of the product by default and can be extended with custom ones if needed. Editing the option set values for Work Order System Status is not advised as it could lead to system issues; instead, labels can be edited for user interface clarity. Configuring a single work order type for all services would not accommodate the unique requirements of each service type and could lead to billing and operational inefficiencies.
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.