Discover the best ways to assess the effectiveness of requirement groups in Microsoft Dynamics 365 Field Service. Learn which actions to take to optimize work order creation and improve scheduling efficiency for complex installations.
Table of Contents
Question
A Field Service organization is using Microsoft Dynamics 365 Field Service to manage work orders for complex installations that require multiple types of resources. They have recently implemented requirement groups to streamline the scheduling process. You need to evaluate the current setup to ensure that the requirement groups are correctly associated with incident types and that they are effectively improving the work order creation process. What two actions should you perform to evaluate the effectiveness of the requirement groups in the scheduling process? Each correct answer presents part of the solution. Choose 2.
A. Analyze the performance metrics for work order creation and incident resolution times before and after the implementation of requirement groups.
B. Increase the number of requirements in each requirement group to provide more options for the schedule assistant.
C. Remove requirement groups from incident types that involve simple tasks not requiring multiple resources.
D. Review the association of requirement group templates with incident types and verify if characteristics are being used instead of requirement groups where applicable.
Answer
A. Analyze the performance metrics for work order creation and incident resolution times before and after the implementation of requirement groups.
D. Review the association of requirement group templates with incident types and verify if characteristics are being used instead of requirement groups where applicable.
Explanation
Reviewing the association of requirement group templates with incident types ensures that they are used appropriately and that characteristics are not being incorrectly substituted, which aligns with best practices. Analyzing performance metrics provides quantitative evidence of the impact of requirement groups on the scheduling process. Increasing the number of requirements may lead to inefficiency and complexity, which is not advisable. Removing requirement groups from simple tasks may seem logical but is incorrect because the scenario specifies their use for complex installations.
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