Microsoft Dynamics 365 Field Service — Question 68

Work Orders, once completed and reviewed, need to go to Dynamics 365 Finance and Operations for invoicing. All Closed-Posted work orders should be sent to Dynamics 365 Finance and Operations, but the Common Data Service project template keeps failing.

What must you do to have the integration complete successfully?

Answer options

• A. Set Default Work Order Completed Status to Closed - Posted
• B. Set Work Order Invoice Creation setting to On Work Order Posted
• C. Set Work Order Invoice Creation setting to Never
• D. Create Work Order Sub-Status of Dynamics 365 Finance and Operations Invoice. Set work order sub-status to Dynamics 365 Finance and Operations Invoice

Correct answer: B

Explanation

The correct answer is B because setting the Work Order Invoice Creation to 'On Work Order Posted' ensures that invoices are generated when work orders are posted. Option A does not directly affect the invoicing process, while option C would prevent any invoices from being created. Option D, while potentially useful, does not address the specific need for the integration to function properly.