Microsoft Dynamics 365 Field Service — Question 165
A customer experience manager wants to share a technician's phone number with a customer. The customer needs to be able to see the phone number in the customer experience portal and be able to communicate directly with the technician.
The customer reports that they are not able to see the phone number in the portal.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
Answer options
- A. Verify that the customer is not on the exclusion list.
- B. Ensure the customer's Communication Type is set to Both.
- C. Within the Customer Portal, update Show Resource Phone to Yes.
- D. Verify that the Main Phone field is populated.
- E. Ensure the customer's communication preference is set to Allowed.
Correct answer: C, D
Explanation
Option C is correct because updating 'Show Resource Phone' to Yes will allow the phone number to be displayed in the portal. Option D is also correct as ensuring the Main Phone field is populated is necessary for the number to be shared. The other options do not directly address the visibility of the phone number in the customer experience portal.