Learn the best solution for dynamically updating work order procedures in Microsoft Dynamics 365 Field Service. Discover how incident types and service tasks enable centralized updates for real-time changes.
Table of Contents
Question
A Field Service organization has noticed that certain procedures on work orders are frequently updated due to evolving best practices. They want to ensure that these updates are reflected in real-time across all relevant work orders. You need to design a solution that allows for dynamic updating of work order procedures. What should you do?
A. Create a shared document with updated procedures for technicians to reference during each service call.
B. Implement incident types with service tasks that can be updated centrally and reflected across all associated work orders.
C. Instruct technicians to manually update their procedures on each work order as changes are communicated.
D. Schedule regular training sessions to inform technicians of the updated procedures.
Answer
B. Implement incident types with service tasks that can be updated centrally and reflected across all associated work orders.
Explanation
Implementing incident types with service tasks allows for centralized updates that automatically propagate to all associated work orders, ensuring consistency and real-time updates. Manual updates by technicians are error-prone and inefficient. A shared document does not guarantee that technicians will reference or apply the updates during service calls. Regular training sessions are useful for education but do not ensure that work orders are dynamically updated.
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