Learn the best approach to streamline work order creation for new services in Microsoft Dynamics 365 Field Service. Discover why developing new incident types ensures scalability, accuracy, and efficiency for expanding operations.
Table of Contents
Question
A Field Service company is expanding its operations to include new services that require different sets of products and tasks. They want to optimize the process of creating work orders for these new services. You need to create a scalable solution that allows for quick and accurate work order generation for new services. What should you implement?
A. Create a generic incident type and manually customize it for each new service as work orders are created.
B. Develop new incident types for each new service, including all necessary products and tasks.
C. Train dispatchers to manually select products and tasks when creating work orders for new services.
D. Use AI suggestions to predict and add products and tasks for new services based on historical data.
Answer
B. Develop new incident types for each new service, including all necessary products and tasks.
Explanation
Developing new incident types for each new service provides a scalable and efficient way to generate work orders with all the necessary details. Training dispatchers for manual selection is not scalable and may lead to errors. AI suggestions are not designed for creating new service templates and rely on historical data, which may not exist for new services. A generic incident type requires manual customization for each work order, which is inefficient and prone to inconsistencies.
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