Learn how to set up Microsoft Dynamics 365 Field Service to automatically filter and assign technicians with the necessary certifications to work orders, ensuring compliance with industry regulations. Discover the best practices and solutions for efficient scheduling.
Table of Contents
Question
A Field Service company has technicians with varying levels of expertise and certifications. Some work orders require specific certifications that not all technicians possess. You need to create a system that ensures only technicians with the necessary certifications are considered for certain work orders, to maintain compliance with industry regulations. What should you do?
A. Assign all work orders randomly and rely on technicians to swap assignments among themselves if they lack the necessary certifications.
B. Create a custom field on the work order form to manually enter required certifications and instruct dispatchers to check this field before scheduling.
C. Define Characteristics for each certification and associate them with the appropriate Bookable Resources, then use the Schedule Assistant to filter resources based on the required Characteristics for the work order.
D. Implement a training program to ensure all technicians acquire the same certifications, eliminating the need for filtering during scheduling.
Answer
C. Define Characteristics for each certification and associate them with the appropriate Bookable Resources, then use the Schedule Assistant to filter resources based on the required Characteristics for the work order.
Explanation
Defining Characteristics for certifications and associating them with Bookable Resources allows the Schedule Assistant to filter and suggest only those technicians who meet the work order’s requirements, ensuring compliance with industry regulations. Option A is inefficient and risky as it could lead to non-compliant work orders. Option B relies on manual processes which are prone to human error. Option D is not feasible in the short term and does not address the immediate need for compliant scheduling.
Microsoft Dynamics 365 Field Service Functional Consultant MB-240 certification exam assessment practice question and answer (Q&A) dump including multiple choice questions (MCQ) and objective type questions, with detail explanation and reference available free, helpful to pass the Microsoft Dynamics 365 Field Service Functional Consultant MB-240 exam and earn Microsoft Dynamics 365 Field Service Functional Consultant MB-240 certification.