Learn the key steps to ensure successful customer asset import in Dynamics 365 Field Service and avoid duplicates. Master the essential techniques for your MB-240 certification exam, including creating unique asset IDs and setting parent asset records.
Table of Contents
Question
You are a Field Service Functional Consultant for Fabrikam, Inc. The company has recently started using Dynamics 365 Field Service and wants to import their existing customer assets from a file into the Field Service app. You need to ensure that the import process correctly matches the customer asset record to prevent duplicates and correctly set the parent asset record. What three steps should you take? Each correct answer presents part of the solution. Choose 3.
A. Create a custom column as an Autonumber data type for unique asset identification.
B. Disable the ‘Convert to Customer Asset’ option for all products in the Field Service app.
C. Identify the customer asset record during the import process.
D. Manually create each customer asset in the Field Service app before importing.
E. Use the ‘Name’ column for the asset ID and add an alternate key to force this column to be unique.
Answer
A. Create a custom column as an Autonumber data type for unique asset identification.
C. Identify the customer asset record during the import process.
E. Use the ‘Name’ column for the asset ID and add an alternate key to force this column to be unique.
Explanation
Identifying the customer asset record during the import process is crucial to prevent duplicates and correctly set the parent asset record. Using the ‘Name’ column for the asset ID and adding an alternate key to force this column to be unique ensures that each asset is uniquely identified. Creating a custom column as an Autonumber data type also provides a unique identifier for each asset. Disabling the ‘Convert to Customer Asset’ option for all products in the Field Service app is not necessary and would not aid in the import process. Manually creating each customer asset in the Field Service app before importing is not efficient and would not ensure correct matching of assets.
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.