Microsoft Dynamics 365 Field Service — Question 57

You are setting up a new agreement for one of your customers in Dynamics 365 Field Service, so that your dispatchers and technicians are informed, and scheduled to work on the appropriate equipment.

Based on the contract details, you create the agreement and enter the work order and booking settings information. The work order is scheduled, but the technician is unable to see any details about which asset is included, nor any of the parts and services that are also included.

You need to ensure the technician can view the missing details.

What should you do?

Answer options

• A. Create an Agreement Service and Service Task record, and add the appropriate details.
• B. Create an Agreement Incident Record and associated Service Task record, and add the appropriate details.
• C. Add the Customer Asset to the Work Order Settings details, and add the appropriate details.
• D. Add the Customer Asset to the agreement record, and add the appropriate details.

Correct answer: B

Explanation

The correct answer is B because creating an Agreement Incident Record and an associated Service Task record ensures that the specific details about the asset, parts, and services are linked properly for the technician to view. Options A and D do not address the need for an incident record, which is essential for capturing the necessary details. Option C focuses on work order settings but does not provide the comprehensive details required for the technician.