Looking to optimize your Microsoft Dynamics 365 Field Service setup? Discover the three key actions to evaluate service agreements, including assessing booking setups, defining preferred resources, and reviewing recurrence patterns for operational efficiency. Boost your business’s performance today!
Table of Contents
Question
A landscaping company using Microsoft Dynamics 365 Field Service has agreements with various clients to provide recurring services. These services have different frequencies and are subject to client-specific requirements such as preferred technicians and service windows. You need to evaluate the existing agreement setups to ensure they align with client preferences and operational efficiency. What three actions should you perform to evaluate the effectiveness of the current agreement setups? Each correct answer presents part of the solution. Choose 3.
A. Assess the booking setups to confirm that work orders are being generated the appropriate number of days in advance.
B. Check if the preferred resources and start times are defined for bookings that are set to be auto-generated.
C. Increase the number of agreement booking incidents to cover all possible scenarios, regardless of their frequency.
D. Review the recurrence patterns to ensure they match the frequency of services required by each client.
E. Set all agreements to ‘Active’ status to streamline the generation of work orders and bookings.
Answer
A. Assess the booking setups to confirm that work orders are being generated the appropriate number of days in advance.
B. Check if the preferred resources and start times are defined for bookings that are set to be auto-generated.
D. Review the recurrence patterns to ensure they match the frequency of services required by each client.
Explanation
Reviewing the recurrence patterns, checking for defined preferred resources and start times, and assessing the advance generation of work orders are critical for ensuring that the agreement setups meet client needs and are operationally efficient. Increasing the number of booking incidents indiscriminately can lead to unnecessary complexity and does not guarantee effectiveness. Setting all agreements to ‘Active’ status without proper evaluation can result in premature or incorrect work order generation.
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