Learn the best practices for using Microsoft Dynamics 365 Field Service to manage custom bike setups, including how to define incident types to automatically assign the right tasks, products, and skilled technicians. Streamline your work orders and avoid costly errors with this solution.
Table of Contents
Question
Adventure Works Cycles has implemented Microsoft Dynamics 365 Field Service to manage installation work orders for custom bike setups. Each setup requires specific tasks to be performed by technicians with unique skills. You need to create a process that ensures the correct tasks, products, and skilled technicians are consistently assigned to each custom bike setup work order. What should you recommend?
A. Assign technicians randomly to work orders and provide them with a standard set of tasks and products for all bike setups.
B. Create a single incident type for all bike setups and adjust the tasks and products for each work order as needed.
C. Define incident types for each custom bike setup that automatically populate the required tasks, products, and technician skills when selected for a work order.
D. Manually enter tasks, products, and select technicians for each work order without predefined templates.
Answer
C. Define incident types for each custom bike setup that automatically populate the required tasks, products, and technician skills when selected for a work order.
Explanation
Defining incident types for each custom bike setup ensures that work orders are consistently populated with the correct tasks, products, and required technician skills, streamlining the process and reducing errors. Manually entering information for each work order is time-consuming and prone to mistakes. A single incident type for all setups would not account for the unique requirements of each custom bike. Randomly assigning technicians and providing a standard set of tasks and products does not cater to the specific needs of custom setups.
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