Explanation:
A multi-searching option called Categorized Search searches multiple tables. By utilizing the Categorized Search, the user can retrieve the necessary information from several tables. The ability to apply filter conditions utilizing information from many tables is provided by advanced filter capabilities, however it only searches one table at a time. To obtain the necessary information, the user must filter each of the tables. One table can be searched at a time using the Quick Find search option. To obtain the necessary information, the user must conduct a Quick Find search on each of the tables. While just searching one table, the Advanced Find option permits the addition of filter conditions from several tables. To obtain the necessary information, the user must utilize the Advanced Find on each of the tables.
Explanation:
Dynamics 365 apps offer a variety of search options. The search and filtering features are displayed in the Learn module's click-through example. The filter by option is only available for columns that are already listed in the view, while the search options will search across numerous tables and/or columns. You can filter using columns not included in the display thanks to Edit Filters.
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Explanation:
Inspections may be carried out offline, and the outcomes synchronised upon the restoration of internet connectivity. New versions of inspections can be generated, updated, and published in order to accommodate business and process changes. IoT device telemetry readings are offered in Connected Field Service. Inspections do not read objects; they only record answers to inquiries. To pinpoint a specific asset's location at a customer site, functional locations are utilized with customer assets. A customer asset may be linked to an inspection, but not a functional location. Work orders are scheduled using the schedule assistant. A work order service task can have an inspection added to it, but scheduling is done for the work order itself, not the inspection.
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Explanation:
Account stands for a business or organization, which could be a client. A contact stands for a potential customer. A lead cannot be utilized as a customer in other records because it does not represent a customer; instead, it stores information that may be of interest. An opportunity keeps information about a possible transaction but does not represent a customer and cannot be used as a customer in other records.
Explanation:
Business process flows give users a visual representation of the steps that must be taken throughout the life of a record and highlight the data that is required at each stage. The values submitted in data columns must comply with requirements imposed by business regulations. Workflows are programs that can be started manually or automatically and carry out a series of tasks. Dataflows are used to get data ready for Microsoft Dataverse import. Dataflows, processes, and business rules do not direct users to adhere to corporate policies.
Explanation:
A file with a snapshot of the records is created by exporting to Excel as a dynamic worksheet. The user has the option to choose whether to update the data each time the file is accessed, displaying the most recent set of open cases. A file with a snapshot of the records is created when you export to Excel as a static worksheet. When the file is opened, it is not updated. Records that are opened in Excel Online can be modified before being saved. A file that can be shared is not produced. Utilizing a previously uploaded template, export using an Excel template generates a file with a snapshot of the records. When the file is opened, it is not updated.
Explanation:
Based on telemetry anomaly notifications, Connected Field Service creates work orders and enables proactive preventative maintenance. According to a timetable for preventative maintenance, agreements are utilized to issue work orders. The technician conducts inspections as part of work orders to record the condition of the equipment and other pertinent data. Inspections are ineffective for preventative maintenance. Although work order types are used to organize work orders, they are not processed or scheduled.
Explanation:
To designate which resource(s) should be used for scheduling, use Resource Preference records. A resource that can be scheduled is referred to as a bookable resource. An item that has to be done is described in a work order. Instead of describing a specific resource, a need characteristic describes the skills the resource must have.
Explanation:
The sorts of service task must be connected to inspections. There is no connection between inspections and work orders, service task types, or reservations.
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Explanation:
The opportunity record can be converted to a work order using the Convert to Work Order button on the opportunity form's command bar. The case record can be transformed into a work order using the Convert to Work Order tool. The lead, contact, or account cannot be converted to a work order.
Explanation:
The technicians' schedules are displayed on the schedule board. Instead of the scheduling board, the view of the work order displays any active work orders. When a work order is established, resource needs are also created. The list of work orders associated with the assets, not the customer assets, are displayed on the scheduling board.
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Explanation:
Model-driven Dynamics 365 customer engagement apps leverage Microsoft Dataverse as their data platform. These model-driven applications can be tailored to specific needs. To accommodate your organization's needs, Microsoft Dataverse can add custom tables and columns. Microsoft Dataverse uses security roles to manage security for Dynamics 365 apps. The Dynamics 365 apps rely on Dataverse's security capabilities rather than having their own security access. The tables, columns, and relationships used in Dynamics 365 apps are defined by the Common Data Model (CDM), which is a collection of schemas. CDM does not store data and is not a database.
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Explanation:
Work orders might include a lot of details on the kind and location of the work to be done, as well as the client preferences that should be taken into account when scheduling the work order. Only a few fields, however, are required, and there is logic that prefills fields with information from the chosen account and work order type. The service account and work order type are used to fill out the billing account, service area, and price list. Only the service account, work order type, and pricing list are necessary to be able to establish a new work order since Dynamics 365 Field Service must be able to handle a wide variety of service scenarios. The open - unscheduled work order status is the default.
Explanation:
Dynamics 365 and Microsoft Teams' connection makes it possible to collaborate on papers. The Files table within a Teams channel provides access to the same files that are accessible via a Dynamics 365 record form. Documents created and edited by users without a Dynamics 365 license are viewable in the Dynamics 365 app. Dynamics 365 apps can export data into Excel workbooks and import data from Excel. Documents can be produced by Dynamics 365 apps using Microsoft Word templates. Microsoft Word and Dynamics 365 are not compatible with document collaboration. A plug-in for Microsoft Outlook makes it possible to trace emails into Dynamics 365. The user can access and change records in Dynamics 365 using this Outlook add-in, which also shows pertinent information for contacts.
Explanation:
Timeline shows actions associated with a record in the form, making it possible to see all of the interactions. To display all the activities connected to a client, filter options must be applied to the view. To locate all of a customer's associated activity data, a search must be run on the Activities View. To view all the associated activity records for a client, a query must be defined in Advanced Find.
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Explanation:
Booking resources for work orders is the process of field service scheduling. To schedule, resources are needed. The process of booking one or more resources against a work order is known as field service scheduling. To schedule, work orders are required. Equipment at client locations where work orders are completed are referred to as customer assets. Work orders may be linked to customer assets. Work orders can be created more quickly and easily by using incident types. Work orders with a template are incident types. Without specifying an incident type, work orders can be created. Work orders can be expanded to include service jobs, which serve as the technician's check list for each work order. To plan the work order, no customer assets, incident kinds, or service activities are required.
