Learn the best practices to ensure your Microsoft Dynamics 365 Field Service requirement groups are set up correctly with incident types. Discover the key actions to streamline scheduling and resource dispatching for complex work orders. Boost your efficiency with these expert tips!
Table of Contents
Question
A field service organization is using Microsoft Dynamics 365 Field Service to manage complex work orders that require multiple types of resources with different skill sets. The organization has recently implemented requirement group templates to streamline the scheduling process. You need to evaluate the current setup and ensure that the requirement groups are correctly associated with incident types to optimize the scheduling and dispatching of resources. What three actions should you perform to evaluate the correct setup of requirement groups for incident types? Each correct answer presents part of the solution. Choose 3.
A. Assess if requirement groups are bypassed by manually assigning resources to work orders.
B. Check if requirement groups are being used to schedule single resources instead of groups.
C. Confirm that requirement groups are set up to prioritize travel time over resource arrival time.
D. Ensure that the schedule assistant is configured to look for groups of resources that can arrive at the same time for onsite work.
E. Review the association of requirement group templates with incident types in the settings area under General.
F. Verify that characteristics are not directly associated with incident types but are instead linked to requirements within the group.
Answer
D. Ensure that the schedule assistant is configured to look for groups of resources that can arrive at the same time for onsite work.
E. Review the association of requirement group templates with incident types in the settings area under General.
F. Verify that characteristics are not directly associated with incident types but are instead linked to requirements within the group.
Explanation
Reviewing the association of requirement group templates with incident types ensures that the correct resources are automatically added to work orders. Verifying that characteristics are linked to requirements within the group rather than directly to incident types maintains the integrity of the requirement groups. Ensuring that the schedule assistant looks for groups of resources that can arrive at the same time is crucial for efficient onsite work. Distractors A, B, and C are incorrect because they represent actions that either misuse requirement groups or go against best practices for scheduling multiple resources.
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