Discover the top 3 configurations to automate work order generation and invoicing in Dynamics 365 Field Service. Learn how to streamline client billing cycles, service agreements, and minimize manual tasks with effective setup strategies.
Table of Contents
Question
A Dynamics 365 Field Service organization is planning to implement agreements to automate their work order and invoice generation process. They have a diverse clientele with different service level agreements and billing cycles. You need to evaluate the current agreement setup to ensure it aligns with the organization’s objectives of minimizing manual intervention and adhering to each client’s specific service and billing requirements. What three configurations should you recommend? Each correct answer presents a complete solution. Choose 3.
A. Configure the agreement to automatically generate work orders based on the defined recurrence schedule.
B. Define invoice setups with recurrence patterns that match the billing cycles of each client.
C. Manually create work orders for each agreement to ensure accuracy in scheduling and resource allocation.
D. Set up booking setups with auto-generation of bookings and specify preferred resources and start times.
E. Use a single price list for all agreements to simplify the billing process across different clients.
Answer
A. Configure the agreement to automatically generate work orders based on the defined recurrence schedule.
B. Define invoice setups with recurrence patterns that match the billing cycles of each client.
D. Set up booking setups with auto-generation of bookings and specify preferred resources and start times.
Explanation
Configuring agreements to automatically generate work orders (A) and bookings (D) minimizes manual intervention and ensures adherence to service schedules. Specifying preferred resources and start times (D) helps maintain consistency in service delivery. Defining invoice setups with client-specific recurrence patterns (B) aligns with individual billing cycles, which is crucial for customer satisfaction. Manually creating work orders (C) would increase the risk of errors and administrative overhead, contrary to the goal of automation. Using a single price list for all agreements (E) does not account for the negotiated prices or specific service costs for different clients, which could lead to billing inaccuracies.
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.