Learn how to effectively configure the scheduling process in Microsoft Dynamics 365 Field Service to consider resource capacity. Find out why setting ‘Asset’, ‘Tool’, and ‘Worker’ toggles to ‘Yes’ ensures efficient work order scheduling.
Table of Contents
Question
A Dynamics 365 Field Service administrator at Alpine Ski House needs to ensure that work orders are scheduled based on the availability of required maintenance workers and tools. You need to configure the scheduling process to consider the capacity limitations of resources. What should you do?
A. Disable the ‘Allow scheduling’ toggle in Lifecycle states settings for all work orders.
B. Increase the priority level of all work orders to ensure they are considered first during scheduling.
C. Manually assign maintenance workers and tools to work orders without using the scheduling dialog.
D. Set the ‘Asset’, ‘Tool’, and ‘Worker’ toggle buttons to ‘Yes’ in the Schedule work orders dialog.
Answer
D. Set the ‘Asset’, ‘Tool’, and ‘Worker’ toggle buttons to ‘Yes’ in the Schedule work orders dialog.
Explanation
Setting the ‘Asset’, ‘Tool’, and ‘Worker’ toggle buttons to ‘Yes’ ensures that the scheduling process observes capacity limitations and does not overbook resources. Increasing the priority level of all work orders does not address resource capacity. Manually assigning resources is inefficient and prone to errors. Disabling the ‘Allow scheduling’ toggle would prevent all work orders from being scheduled, which is not the desired outcome.
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