Learn how to integrate Dynamics 365 Guides with Dynamics 365 Supply Chain Management to create maintenance checklist templates for work orders. Follow our step-by-step guide for a seamless integration process.
Table of Contents
Question
A company uses Asset management in Dynamics 365 Supply Chain Management. The company also uses Dynamics 365 Guides independently of the Dynamics 365 Supply Chain Management implementation.
Maintenance workers require a checklist template to complete work orders. A solution must help the workers through work order steps. The solution must use Dynamics 365 Guides with Dynamics 365 Supply Chain Management.
You need to integrate the solution.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
A. Assign a guide to the template field on the maintenance checklist tempplate record.
B. Assign a task recording link to a step in the guide in the Dynamics 365 Guides PC app.
C. Create a maintenance checklist template in Dynamics 365 Supply Chain Management.
D. Complete all prerequisites for the Dynamics 365 Remote Assist configuration.
E. Create a record template for a work order in Dynamics 365 Supply Chain Management.
F. Create a guide of the maintenance checklist process in the Dynamics 365 Guides PC app.
G. Create a guide of the maintenance checklist process in the Dynamics 365 Supply Chain Management by using the task recorder.
H. Use document management to attach a link to the guide on the maintenance checklist template record.
Answer
C. Create a maintenance checklist template in Dynamics 365 Supply Chain Management.
F. Create a guide of the maintenance checklist process in the Dynamics 365 Guides PC app.
A. Assign a guide to the template field on the maintenance checklist tempplate record.
Explanation
To integrate Dynamics 365 Guides with Dynamics 365 Supply Chain Management for maintenance checklist templates, perform the following actions in sequence:
C. Create a maintenance checklist template in Dynamics 365 Supply Chain Management.
Begin by creating a maintenance checklist template record in Dynamics 365 Supply Chain Management to define the structure and content of the checklist.
F. Create a guide of the maintenance checklist process in the Dynamics 365 Guides PC app.
Using the Dynamics 365 Guides PC app, create a guide that outlines the step-by-step process for completing the maintenance checklist.
A. Assign a guide to the template field on the maintenance checklist template record.
In Dynamics 365 Supply Chain Management, assign the newly created guide to the template field on the maintenance checklist template record, linking the guide to the checklist.
By following these steps, you will successfully integrate Dynamics 365 Guides with Dynamics 365 Supply Chain Management, enabling maintenance workers to access the checklist template and follow the guide while completing work orders.
Note: The other options, such as assigning a task recording link to a guide step, creating a record template for a work order, completing prerequisites for Dynamics 365 Remote Assist configuration, creating a guide using the task recorder in Dynamics 365 Supply Chain Management, or attaching a guide link using document management, are not part of the correct sequence for this specific integration scenario.
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