Learn the best practices to maintain accurate service history and manage complex asset hierarchies in Microsoft Dynamics 365 Field Service. Discover essential actions to ensure assets are associated with the right functional locations and work orders for optimal field service operations.
Table of Contents
Question
A Field Service organization is implementing Microsoft Dynamics 365 Field Service to manage complex customer assets across various functional locations. They have a hierarchical structure of assets with parent-child relationships and need to ensure that service history is accurately tracked for each asset. You need to evaluate the current setup to ensure that service history is maintained correctly and that assets are associated with the correct functional locations. What two actions should you perform? Each correct answer presents part of the solution. Choose 2.
A. Create a new ‘Service Account’ for each functional location to organize assets more effectively.
B. Disable the ‘Customer Asset Validation’ setting to allow assets from different accounts to be associated with any work order.
C. Ensure that work orders are associated with the correct ‘Primary Incident Customer Asset’ to build an accurate service history.
D. Import customer assets using an Excel workbook without verifying if the ‘Product’ and ‘Functional Location’ values exist in Field Service.
E. Verify that the ‘Parent Asset’ field is correctly set for each asset to maintain the hierarchical structure.
Answer
C. Ensure that work orders are associated with the correct ‘Primary Incident Customer Asset’ to build an accurate service history.
E. Verify that the ‘Parent Asset’ field is correctly set for each asset to maintain the hierarchical structure.
Explanation
Verifying the ‘Parent Asset’ field ensures that the asset hierarchy is maintained, which is crucial for tracking service history and managing assets. Associating work orders with the correct ‘Primary Incident Customer Asset’ is essential for building an accurate service history. Disabling ‘Customer Asset Validation’ could lead to incorrect associations between assets and work orders, which is not recommended unless necessary for specific scenarios. Creating a new ‘Service Account’ for each functional location is unnecessary and could complicate asset management. Importing customer assets without verifying existing values can lead to errors and inconsistencies in the asset database.
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.