Microsoft Dynamics 365 Field Service — Question 14
You are a Dynamics 365 for Field Service Dispatcher reviewing automatically generated bookings for optimization of the schedule.
You notice that, for certain customers, Work Orders are being generated without service tasks, products, or services, when they should have them documented from the Agreement.
Which two of the following should you troubleshoot? Each correct answer presents part of the solution.
Answer options
- A. Incident Type contains appropriate Service Tasks, Products, and Services.
- B. Incident Type field "Copy Incident Items to Agreement" is marked "Yes".
- C. Agreement Booking Setup field "Auto Generate Work Order" is marked "Yes".
- D. Agreement Booking Setup contains appropriate Service Tasks, Products, and Services
Correct answer: B, D
Explanation
The correct answers are B and D because the 'Copy Incident Items to Agreement' setting must be enabled to ensure that the relevant items are included in the Agreement. Additionally, the Agreement Booking Setup must contain the correct Service Tasks, Products, and Services for the Work Orders to be generated accurately. Options A and C do not directly address the root cause of the missing items in the Work Orders.