You install the Field Service Solution and set up incident types. You create a work order that uses a primary incident type.
Which three pieces of information are populated on the work order? Each correct answer presents part of the solution.

Drag and Drop Question
You are responsible for setting up Dynamics 365 Field Service for proper billing and servicing.
Your client needs to understand the difference between billing accounts and service accounts for their multi-company organization.
Match the account type to the applicable scenario. To answer, drag the appropriate account type from the column on the left to the applicable scenario on the right. Each account type may be used once, more than once, or not at all.
NOTE: Each correct match is worth one point.

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 set up the system to manage the work hours template for all the resources.
Which two actions should you perform? Each correct answer presents a part of the solution.
NOTE: Each correct selection is worth one point.

As a new start-up field services company, you are looking to streamline your customer service process to provide the best customer service experience.
Your company has decided to implement Dynamics Field Services as the foundation for its customer service management processes.
You need to ensure that the cases that the customer service team creates can be quickly and efficiently converted to work orders (that will minimize the need to add additional information to the work orders) using the out-of-the-box capabilities.
Which key item do you need to configure before the customer service agents will be able to convert a case to a work order?

Which three pieces of information are available on a Product Inventory record? Each correct answer presents part of the solution.