MB-240 Exam Question 96

Your organization uses Microsoft Dynamics 365 Connected Field Service with Microsoft Azure IoT Hub to manage its IoT devices.
The device management team reports an issue where they are unable to register devices since the start of their day.
You need to troubleshoot this issue.
What are the two main reasons for this issue? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
  • MB-240 Exam Question 97

    Case Study 2 - Contoso
    Overview. General overview
    Contoso is a large international manufacturing company that has offices around the world with service and scheduling departments in each office. In addition, Contoso has sales reps throughout the world.
    Contoso has main offices in North America, Europe and Asia, with global headquarters based in Redmond, Washington, USA. Each of the regional offices has their own sales and service teams.
    The regional HQ locations also include sales and services leaders and executive management.
    Global HQ houses company executives for various departments, including sales and service.
    Office hours are from 8:00 am to 6:00 pm, every day of the week except holidays, which have no work hours. This applies to all offices, using their local time zone.
    Third-party contractors handle work outside of normal work hours at a higher rate.
    Overview. Field Service staff
    Contoso's service technicians around the world will be a combination of internal employees and third-party contractors.
    - Pay type is Straight for regular work hours, and Overtime for work on holidays and after hours.
    - All technicians have the capacity of handling just one job at a time, while supervisors can handle
    2 jobs at a time.
    Contoso's internal field service employees:
    - Begin and end their workday at their home of record.
    - Have a default office location / regional office.
    - Are assigned to multiple territories.
    All third-party contractors:
    - Begin and end their workdays at their office location.
    - Have a default office location / regional office.
    - Are assigned to only one territory.
    Dispatchers:
    - Work at the Main office for their region.
    - Assigned to all territories in the region.
    - Have privileges to customize their Schedule Boards.
    All field service technicians will utilize the Field Service mobile app.
    - Contoso employees will have full field service licenses, while third-party contractors will not.
    - Field Service technicians will not have access to Leads, Opportunities or other sales-specific data.
    - Dispatchers can see all data for their region, though they will mostly be scheduling for only one territory.
    Contoso has several classes to distinguish the capability and training level of its field technicians.
    All work order bookings need to respect these classes and book resources accordingly.
    Existing environment. Org structure setup
    Contoso currently uses Dynamics 365 Customer Engagement for leads, opportunities, quotes and orders. There are currently 200 sales users in North America, 500 in Europe and 400 in the Asia-Pacific region.
    The Contoso physical environment is structured in the following manner, with the roles noted.

    Existing environment. Data management structure
    Contoso's sales teams currently can only see data within their region. HQ locations for each region have visibility to data for all locations in their regions only. All of the data rolls-up to Contoso Global HQ for executive management reporting. Sales Reps who work with global accounts struggle to obtain the data they need to support their clients.
    The current data access structure appears as follows:

    Existing environment. Field Service structure
    Contoso's field service technicians respond to all installation work orders with two human resources:
    - One licensed technician (Level 3), and...
    - One apprentice technician. Apprentices can be either Level 1 (new trainee) or Level 2 (halfway through training).
    In many cases installation work also requires the use of specialty tools, depending on what is being installed. The current system does not have any way to track the level of skill for each resource, nor the uses for the specialty tools. This is handled as "tribal knowledge." Preventative maintenance work orders can be handled by one resource if they are a Level 2. If the resource is a Level 1, they must be accompanied by a Level 3 resource, and vice versa.
    All field service technicians are required to complete OSHA training annually. In their first year of apprenticeship they must complete the full 40-hour course. In the next 2 years they must complete the 8-hour refresher course. This cycle repeats every 3 years for the duration of their employment.
    In the current system, when a technician has finished with a work order, they turn in the paper copy with their notes to the dispatcher. The dispatcher then gives that information to a back-office employee, who will check the work order to ensure accuracy before creating an invoice. Contoso wishes to automate this exact process in the new system.
    Existing environment. Customer base
    About half of Contoso's customer base includes Not For Profit service organizations. The implications for billing are complex, so it's important that Tax Exempt Status be noted for all Accounts and flow through to all Work Orders. NFP Customers who are associated with government entities will pay for travel time: other customers will not. This information should flow from the Billing Account to all associated Service Accounts.
    Most Contoso customers sign agreements for Preventative Maintenance. Contoso uses templates and incidents to ensure services standards are the same across all regions.
    Preventative Maintenance agreements include monthly inspection and quarterly cleaning and inspection, with billing occurring quarterly.
    Requirements. Remaining consistent
    Contoso plans to keep the current data structure and extend it to the new Field Service functionality.
    Field Service users will fall under the same organizational structure currently implemented for the sales staff.
    - Field service technicians will only be able to see their assigned work orders and bookings.
    - Dispatchers will be able to see all work orders and bookings for the region.
    Requirements. Planned changes
    Contoso plans to implement Dynamics 365 Field Service with mobile access. They will be using incidents, work orders, bookings and invoicing. The following requirements were gathered during analysis:
    1. Work Orders and Scheduling.
    o Automated and suggestion-based scheduling.
    o Scheduling based on required technician skills and number of technicians needed.
    o Schedule resources based on location, minimizing travel time when possible.
    o Technicians must be onsite within 3 hours of an emergency Work Order being assigned to them.
    o The travel time should automatically update upon changing a booking.
    2. Agreements
    o Setup and create work orders, bookings and invoices for preventative maintenance with work orders automatically created 14 days before PM is due.
    o Escalation of Work Orders based upon agreed customer commitment
    o Ability to designate clients as Preferred, with special pricing.
    3. Products and Services
    o Warehousing and inventory management processes will be implemented, including tracking products moved onto trucks for installation at customer sites.
    o Implement a parts return process that includes having a technician uninstall the part to be returned.
    o Multiple price lists will be used, divided into Gold, Silver and Bronze levels, based on the spending level of each customer.
    o Internal teams need the capability to associate a 3D image to a Customer Asset record.
    o Products added to a work order should be set to Allocated.
    4. Resources
    o Implement Company Holidays for North American regions,
    o Implement Paid Time Off for all regions,
    o Specialty equipment will be scheduled on work orders as needed,
    o Training and skill levels will be noted as appropriate for resources.
    5. System
    o Geocoding will be activated throughout the system.
    Requirements. Technical requirements
    Contoso identified the following technical requirements:
    1. Invoicing
    o Auto creation of invoices upon work completion.
    o The system must track the price of resources based on holidays and after-hours scenarios at a rate of one and a half times the normal billing rate.
    o Travel time is billable for all field service technicians, pay type Travel, which should be noted on all Service Accounts.
    2. Resources
    o Contractor technicians require access to work order and customer details once assigned to a booking.
    o Dispatchers need a schedule board for their region(s).
    3. Products and Services
    o All parts that are removed from a customer s equipment must be returned to the Main warehouse.
    o Products to be marked as Assets will be configured accordingly.
    o All products that will become Assets require installation by a technician.
    o All products are received into the Main warehouse.
    4. Work Orders
    o The ability to have templates for work orders: The templates will provide guidance for technicians along with recommended products and default services.
    o Once a work order is posted it should no longer show on views.
    o Contoso will use the 'out of the box' work order statuses to begin, though they may be changed in later phases of the project
    5. Scheduling
    o Once a work order is scheduled, do not change the time.
    o Work Orders scheduled to technician(s) who do not have the desired skill set and level should show a warning.
    6. Security and access
    o Safeguards must be in place for the data on the Field Service Mobile App if a technician loses his mobile phone or tablet device.
    o The Field Service Administrator needs the ability to update the defaults for the schedule assistant.
    7. Accounts
    o Any Service Accounts that do not have a Billing Account noted should show a warning.
    o Any Billing Accounts that do not have a Price List noted should show a warning.
    Drag and Drop Question
    A dispatcher in Indianapolis, Indiana receives an emergency service call on July 4 and assigns the booking to a third-party contractor, attaching the emergency SLA The contractor receives notification of the work order and travels from his home to the job site, arriving 3.5 hours after the work was assigned.
    The contractor works for 2 hours, installing 2 new identical chillers, which need to be added to the customer's annual maintenance agreement. The contractor fills in product usage and notes, gets the client's signature, and then changes the booking status to Completed.
    What do you need to configure to handle this scenario? Put the required steps in the correct order.

    MB-240 Exam Question 98

    You are in charge of setting up the new Dynamics 365 CE Field Services environment for your company.
    As the field Service Administrator, you need to configure the field service settings for work orders for your environment.
    Which three work order settings can be configured by the Field Service Administrator? Each correct answer presents a complete solution.
  • MB-240 Exam Question 99

    Case Study 5 - LitWare Inc
    Overview
    Company overview
    LitWare Inc. is a plumbing and heating company which provides installation, maintenance, and repair services in United States (U.S.) and Canada.
    LitWare also offers various installation and repair services such heating, venting, and air conditioning (HVAC), plumbing, and roofing for commercial customers using their employees and subcontractors.
    Company structure and resources
    The company has three main types of services, each offering a different combination of service personnel.
    1. Training services provide training to LitWare employees and subcontractors to perform the work in the regions serviced.
    2. Unplanned maintenance services address emergency repair requests for their customers.
    - Dispatchers are assigned to all territories in a region. Dispatchers assign repair and installation work to repair technicians based on their skills.
    - Repair technicians are employees and subcontractors.
    3. Planned maintenance services perform regular and planned checks for their customers.
    - Inspectors are assigned to all regions based on skills and expertise.
    - Installers are assigned to multiple territories in a geographic region.
    - Repair technicians are employees and subcontractors.
    - Dispatchers are assigned to all territories in a region. Dispatchers assign repair and installation work to technicians based on skills.
    All the inspection, repair, and installation employees utilize the Field Service mobile app.
    Dispatchers can see all work request data for their region and see all the bookable resources.
    Existing environment
    Job structure
    Typical job assignments are as follows:
    - Inspections: 1-2 resources
    - Installations: minimum 2 resources, 1 expert
    - Repairs: 1-3 resources
    Skills and certifications
    The following spreadsheet tracks the skills and certifications earned by each internal employee:

    Service areas
    The service areas are:

    For each type of job, there must be at least one certified or highly experienced resource on the job.
    Their current system does not have a way to maintain the availability of a service, maintain the subcontractor's insurance details, certifications, and more options for inspectors. All work is printed out and provided as a hard copy to the resources. It is not easy to distribute the new updated materials for the service or share the new troubleshooting guides.
    Requirements
    Planned changes
    LitWare plans to implement Dynamics 365 Field Service. The requirements gathered during analysis are:
    Work orders and scheduling
    - Scheduling based on resource skill, and number of required resources based on job type and duration.
    - Planned Maintenance emergency calls take priority over other types of jobs.
    - Schedule resources based on location, maximizing total work hours and then minimizing drive time.
    - Ability to track technician time.
    - Ability to configure rates and pay types.
    - Ability to easily see when a resource is on Time Off on the schedule board.
    - All resource time-off requests should be approved by both their manager and their line manager.
    Service contracts
    - Set up and create a Planned Maintenance type of contract.
    - Define the coverage of the regions by the work.
    Inspection management
    - Ability to configure inspections.
    - Ability for inspections to be linked with work orders and customer assets.
    Resources
    - Implement company holidays for U.S. and Canada.
    - Implement various pay types based on overtime, weekends and holidays, travel and regular time.
    - Implement paid time off.
    - Ability for resource calendars to reflect resource time off and work hours.
    - Access to jobs assigned for the day.
    - Ability to capture the validity of the insurance and send a 90-day reminder notification before the expiry.
    - Activate geocoding throughout the system.
    - Use territories for accounts, resources, and work orders.
    - Enable Microsoft SharePoint Integration.
    Field Service mobile app
    - Ability for technician to access work orders and asset details.
    - Ability to perform inspections on the mobile app.
    - Ability to work through offline mode.
    - Ability to enter time for the work.
    Technical requirements
    Resources require the ability to:
    - Configure work hours templates based on their time zone.
    - Access and view their skills, skill level, and certification data.
    o Certifications set to expire over the next 90 days should show highlighted in Yellow.
    o Certifications already expired will show in Red.
    - Access documents either online or offline.
    - Have their time-off requests enabled for approval by default for resource who has skill of electrical, and have the requests approved by both their manager and line manager.
    Work orders
    - The ability to have templates for work orders.
    o Templates will provide guidance for technicians, and help recommend products and default services.
    - Work orders created from a PM contract need to have a status = Service Contract.
    Inspections:
    - Ability to configure advance inspections with conditional logics based on the questions.
    - Ability to use the latest inspections for analytics on a weekly basis.
    - Ability to perform ad-hoc inspections with assets.
    - Ability for users to export responses.
    Security and access
    - Technicians in the field should only see work orders scheduled for today.
    - Technicians should have the option to enter manual time.
    - Technicians should have the option to complete the inspections.
    - Technicians should have the ability to access relevant apps to complete the job.
    - Technicians should have the ability to access the guides.
    - Administrators should have access to the technician usage of the guides.
    You need to advise LitWare administrators on configuring advanced options for inspection requirements.
    Which option should you recommend?
  • MB-240 Exam Question 100

    Your customer recently implemented Return Merchandise Authorization (RMA).
    Your customer wants to streamline the return process. When items are returned to the warehouse, the returned item should be scanned with a mobile device when it is received. This is the only function to be performed by the RMA Receipts user.
    What is your recommendation for the most efficient solution?