DRAG DROP (Drag and Drop is not supported)You are implementing the schedule board for a HVAC (heating, ventilation, and air conditioning) company. The company has two dispatchers in their own territories who only schedule resources within their territory.You need to configure the schedule board so that each dispatcher only sees resources who belong in their territory, as well as work orders to be scheduled in their territory.Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer(s): A
Step 1: Ensure the time zone is set for each territory.Time zone Scheduler settingsScheduler settings let you configure your time offset so you can synchronize dates and content with a location.Select the Scheduler Setting button and choose the following:* Time Zone: Choose what time zone to work in.* Etc (other settings)Step 2: Ensure each resource has the appropriate resource territory associated.Set options to see a specific set of resourcesYou can also create an option to see only a specific set of resources on the schedule board. For example, a dispatcher using Field Service can create an option to only see resources on the schedule board that are in the Washington territory. Once this is set, when you use the filter option it will only show your specified set of resources.Select Options > Select Resources.In the Resources dialog box, use the Resource Type and Service Territory filter to find the set of resources that you want to see on the schedule board.When you see the resources that you want to work with under All Resources, select Move all to right.When you’re done, select Apply.Step 3: Create a tab schedule board tab for each territory.Note: Set filters1. From the main menu, select Resource Scheduling > Schedule Board.2. Filter & Map View: select the Filter tab to filter information by Characteristics - Rating Roles, Territories, Organizational Units, Resource Types, Teams, and Business Units to narrow or expand the schedule board view.* Service Territory filters will narrow down the schedule board to only those resources who belong to that territory.* Other filters..Step 4: Add the service territory to each tab and select Save Current Filters as Default.* Set default filtersSchedule Board Default Filters.If you update a filter and want to save it as your new default filter, select Options > Save Current Filters as Default.To go back to your default filter, select Options > Load Default Filters.
https://learn.microsoft.com/en-us/dynamics365/field-service/configure-schedule-board
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.You are a Microsoft Dynamics 365 Field Service dispatcher using the Scheduling Assistant function.One of your customers, Adventure Works, does not want one of your resources to be scheduled to work orders going forward. However, this resource must be available to be scheduled for other accounts.Solution: You create a Requirement Resource Preference record and set the Preference Type to Restricted and select the work order.Does this meet the goal?
Resource preferences allow dispatchers to give preference to specific resources over others when scheduling with the schedule assistant or resource scheduling optimization. This is helpful for scenarios where a particular person or list of people are the only people that can perform a work order or job requirement. It's also helpful for scenarios where a person or group of people should not be eligible for a work order or job requirement.From a requirement, the dispatcher can add one or more resource preferences. For each resource added as a resource preference, you can define a Preference Type:Preferred: These resources will show at the top of schedule assistant (horizontal view) results. Resource scheduling optimization will prioritize these resources over others, but will not guarantee the requirement is scheduled to them.Restricted: These resources will be excluded from schedule assistant results. Resource scheduling optimization will not auto schedule the requirement to them.Must choose from: Only these resources will show in schedule assistant results.
https://learn.microsoft.com/en-us/dynamics365/field-service/resource-preferences
You are working with your customer to define their booking timestamps and booking journals.Your customer needs your help to understand the capabilities.Which two explanations are appropriate? Each correct answer presents a complete solution.NOTE: Each correct selection is worth one point.
Answer(s): A,B
A: Booking journalsWhen a work order’s bookable resource booking status is Completed, the booking journals are created as per the booking timestamps. Booking timestamps record the date and time of all booking status changes on work order. Booking timestamps are used to calculate booking journals, which calculate total travel time and working time for a specific booking. They can also be used to automatically generate time entries.B: There are a few types of booking journals:->Overtime: Created for the duration when the booking is in progress and the duration lies outside the work hours as per the resource’s calendar.Travel: Created for the duration when the resource is traveling to the site.Working Hours: Created for the duration when the booking is in progress and the duration lies within the work hours as per the resource’s work hours calendar.Break: Created for the duration when the resource is on break.Business Closure: Created for the duration when the company is closed.Note: In Dynamics 365 Field Service, booking timestamps record the date and time that the Booking Status changes on a work order. Booking timestamps are useful for:Reporting, in order to see how technicians are spending their timeTime-keeping, in order to provide a level of detail for invoicingBooking journals, in order to see a holistic view of time spent on any given work order
https://learn.microsoft.com/en-us/dynamics365/field-service/booking-timestamps
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.You are a Microsoft Dynamics 365 Field Service dispatcher using the Scheduling Assistant function.One of your customers, Adventure Works, does not want one of your resources to be scheduled to work orders going forward. However, this resource must be available to be scheduled for other accounts.Solution: You select Load the Default Filters on the Schedule Board.Does this meet the goal?
Answer(s): B
Instead use Solution: You create a Requirement Resource Preference record and set the Preference Type to Restricted and select the work order.Note: Resource preferences allow dispatchers to give preference to specific resources over others when scheduling with the schedule assistant or resource scheduling optimization. This is helpful for scenarios where a particular person or list of people are the only people that can perform a work order or job requirement. It's also helpful for scenarios where a person or group of people should not be eligible for a work order or job requirement.From a requirement, the dispatcher can add one or more resource preferences. For each resource added as a resource preference, you can define a Preference Type:Preferred: These resources will show at the top of schedule assistant (horizontal view) results. Resource scheduling optimization will prioritize these resources over others, but will not guarantee the requirement is scheduled to them.Restricted: These resources will be excluded from schedule assistant results. Resource scheduling optimization will not auto schedule the requirement to them.Must choose from: Only these resources will show in schedule assistant results.
Your company enabled automatic time entries for all technicians.You need to explain to the dispatchers when the time entry actuals will be created in the work order process.In which work order status will this occur?
Answer(s): C
Automatic time entriesTime entries are automatically created during the work order process. As a work order is scheduled and performed, booking status changes are tracked in booking timestamps.When the work order booking status is changed to Completed, time entries are created based on the booking timestamps.
https://learn.microsoft.com/en-us/dynamics365/field-service/field-service-time-entry
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