Case Study 6 - Wingtip Toys
Background information
Company overview
Wingtip Toys is a specialist prop fabrication company specializing in animatronic dinosaur sculptures. The sculptures are assets that belong to the company. The assets are painstakingly constructed over several years using proprietary techniques and require significant capital investment.
Staff members
Wingtip Toys has five staff members:
- The Chief Executive Officer (CEO)
- The prop master
- The robotics engineer
- The robotics intern
- You, the Power Platform administrator
Employees 2, 3, and 4 are field technicians. Customers pay a surcharge for technician travel time, so the CEO requires they are diligent in marketing themselves as "Travelling" on their Field Service mobile apps as soon as they begin driving to a site.
Assets overview
Customers - such as film studios, museums, and theme parks - usually lease assets on a long- term basis. Lease agreements are sold with regular maintenance, both cosmetic and technical.
Short-term rentals are also available for specific projects at theatres, events, or for filming on location.
The CEO has recently produced a barcode for each dinosaur currently in use. The new barcode should be applied to the inside of the sculpture's mouths at the next visit.
Dinosaur sculptures
All dinosaur sculptures have been added as assets. A custom choice type column named
"Species" has been added to the main form and is manually selected when a new asset is created.
The prop master asked you to create a custom page that will allow them to browse through all current and previous dinosaur sculptures; each displaying the sculpture name, completion data, species, and a small image.
The catalog should allow the user to drill down into further information about the asset and (if applicable) the account of the customer currently renting or leasing it.
Cosmetic work orders
Overview
Cosmetic work is always performed by the prop master, created automatically via agreements and scheduled by the CEO.
The "Cosmetic maintenance" incident type currently has four related products. Two of those are field service type products and two are service task types.
Dental check-up
Within the last few months, some customers have contacted Wingtip Toys to note that a tooth or two had fallen out of the dinosaurs' mouths. This is due to wear and tear on the roaring and chewing motions that customers can trigger.
The CEO wants to add dental check-up to the "Cosmetic maintenance" incident type to allow the prop master to prevent these incidences from occurring in the future where needed. This incident type has no associated cost to the customer.
Technical work orders
Overview
Technical work can be performed by either the robotics engineer or by the robotics intern, depending on the complexity level.
When a new work order is created manually, it must be triaged by the robotics engineer before it can be scheduled. Maintenance work orders created by agreements can be scheduled without triage.
The robotics intern only uses the Field Service mobile app to view upcoming jobs, whereas the robotics engineer uses the mobile app and the model-driven app.
If the intern is performing a work order, they must wait for the engineer to review and approve the notes before they can finish their work. The CEO requires that the intern records the time they spend waiting for the engineer using the Field Service mobile app. This will help the CEO monitor whether the duration required for work orders needs to be increased.
Inspections
As the dental check-up of dinosaurs can have technical implications, the robotics engineer works with you to create an inspection, which must be completed every time the process is completed.
The following image is a draft of the "Dental Check-up" inspection:

The engineer wants the inspection to appear to the prop master in their mobile app as per the above image. However, they also need to add the scanning of the new barcode sticker.
Further, the CEO requires completed inspections to be related to the correct dinosaur as part of their service history.
Additional requirements
Natural History Museum
The prop master has a cosmetic maintenance job scheduled for tomorrow at the Natural History Museum. This is their first maintenance job for two dinosaurs on lease - a diplodocus and a carnosaur. The CEO asks you to ensure that the prop master completes the new dental check-up for both dinosaurs during the visit.
Large parts of the museum do NOT have mobile data reception, nor Wi-Fi.
Offline requirements
The engineer uses offline first to monitor both work order assigned to themselves and to their intern. No custom offline profiles have been created.
Neither the prop master nor the intern have used the Field Service app offline before. The CEO requires that they only see their own work orders.
Configuration
The CEO wants the Species value to appear as the sub-title when selecting a primary asset on the work order main form.
You need to configure a push notification for the engineer to indicate that the intern is waiting for their feedback.
Automation
The intern has just begun completing work orders on their own. Once they have completed all items and performed their inspection, they need to wait for the engineer to review their work before they can mark the job as "Completed." This give the engineer an opportunity to assess whether something additional might be required.
New programming: dance firmware update
The robotics engineer has been working on a passion project - developing a program to allow a dinosaur to perform a high-energy dance routine.
When the engineer demonstrated the results on a newly finished Baryonyx sculpture during a staff meeting, the CEO was certain that some of their existing customers would want to commission a firmware update to their dinosaurs to allow the dance program to be installed as a special service.
New sales package
The CEO names the new programming the "Dino dance" package, a new category of work which requires a new price list.
The CEO will call customers and explain the new package to them. If customers are interested, the CEO wants to create an opportunity which can be converted into a work order.
A customer needs the new "Dino dance" package.
What does the robotic engineer need to create in order to capture the information to generate a work order?

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 work order has been created with Bharti Airtel as the Billing Account and Airtel Kolkata as the Service Account.
You need to determine the account where various work order information originates. The selected work order type and entitlement do not have any of this information.
Which account belongs to each piece of work order information? To answer, drag the appropriate account to the correct piece of work order information. Each piece of work order information may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
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.
Drag and Drop Question
You need to set up the system to meet LitWare's inspection requirements.
Which three actions should you perform in sequence in the Field Service app? To answer, move the three appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct order.

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
A dispatcher asked you to customize Fulfillment Preferences in Dynamics 365 Field Service to influence how the schedule assistant displays results for single-day requirements.
You need to create a fulfillment preference.
Solution: Reset intervals per time group detail impacts the appointment sequence, ensuring even distribution within time group limits.
Does this meet the goal?

You are implementing the Microsoft Dynamics 365 Field Service mobile app for an air conditioning (AC) repair company. A field technician installed an AC unit at a customer location and completed the booking.
The technician now needs to create a follow-up work order in order to schedule the first service on the installed AC unit.
What will happen once the follow-up work order is created?