QUESTION: 1 Exam Topic: Schedule and dispatch work orders

DRAG DROP (Drag and Drop is not supported)
Litware, Inc. designers sometimes have to schedule an experienced technician and trainee to go out to a customer’s home to take measurements.

One of their customers, wants a kitchen and bathroom remodel completed during the same timeframe. The customer has asked for Litware, Inc. to have both measurements completed at the same time.

Currently, Litware, Inc. does not any technicians with both kitchen remodeling and bath remodel skills. Litware, Inc. wants to use the new Quick Book functionality to schedule multiple resources to this work order.

Which five 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.

See Explanation section for answer.

Answer(s): A

Explanation:

Requirement groups for work orders
For field service scenarios, requirement group templates are designed to work with incident types. An incident type is a way of automatically adding duration, service tasks, products, services, and other attributes to a work order. Adding an incident type to a work order can also automatically add requirement groups. This is achieved by associating a requirement group template to an incident type:

Create a requirement group template. (Step 1)
Associate an incident type to the requirement group template. (Step 2)
Add the incident type to a work order. (Step 3)
Book the work order. (Steps 4-5)

Step 1: Create a new requirement group template and requirement group, indicating the need for two resources each with different skills.

Step 2: Add the requirement group to the Multiple Room Remodel incident type.

Step 3: Create a work order with the Multiple Room Remodel incident type.

Step 4: Select a time slot, and then select Book to
Selecting and booking an option for multiple requirements creates multiple bookings reflected on the schedule board.

If multiple bookings are created when scheduling a requirement group, you can use the split view feature on the schedule board to view all related bookings.

In the preceding screenshot, the lower split view shows all bookings scheduled from the requirement group.

Step 5: Filter the Quick Book pop-up window to the desired date window.

Reference:

https://learn.microsoft.com/en-us/dynamics365/field-service/multi-resource-scheduling-requirement-groups

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QUESTION: 2 Exam Topic: Schedule and dispatch work orders

View Related Case Study

DRAG DROP (Drag and Drop is not supported)
Litware, Inc. needs your company to suggest a best practice for implementing multi-resource work order scheduling for kitchen cabinet installation jobs, that includes a new, inexperienced technician.

In addition, they need a resource skilled in cabinet installation and cabinet resurfacing.

Using the requirements provided, which five steps 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.

See Explanation section for answer.

Answer(s): A

Explanation:

Step 1: For each requirement for the requirement group template, ensure that the duration is filled in. Each requirement duration must be the same.

Duration must be equal. All requirements within a requirement group must have the same duration.

Incorrect:
* Each requirement duration can very.

Step 2: Create a requirement group template called Kitchen Cabinet Installation. Set Is Template to Yes.

Requirement groups for work orders
For field service scenarios, requirement group templates are designed to work with incident types. An incident type is a way of automatically adding duration, service tasks, products, services, and other attributes to a work order. Adding an incident type to a work order can also automatically add requirement groups. This is achieved by associating a requirement group template to an incident type:

Create a requirement group template. (Steps 2-3)
Associate an incident type to the requirement group template. (Step 4)
Add the incident type to a work order. (Step 5)
Book the work order. (Step 5)

Step 2: Add requirements to the requirement group template for each of the required skills. Set All or Any to Any option to All.

Scenario:
Typical job assignment is as follows: Kitchen Cabinets: 3 resources
Dispatchers will assign multi-day work orders, such as kitchen cabinets, bathrooms, landscaping, to the same group of resources for the duration of the work.

Create a requirement group template (Step 2)
1. Go to Universal Resource Scheduling > Settings > Requirement Group Templates , and then select New.

2. Enter a name for the requirement group, and set the Is Template field to Yes. Select Save. You will see a grid view of requirement details with a root requirement named after the template.

3. In the root, set a duration for all related requirements. Note that changing the duration for the root or an individual requirement changes the duration for all requirements in the group.

4. Select the root, and then select Add Requirements. Fill the fields across the columns. If you need to add details that aren't displayed in the columns, select the requirement, and then select Open Form to add details in the requirement form.

5. Set the All or Any option. Setting All means that all requirements must be fulfilled, so that the system searches for resources for each requirement. Setting Any means that the system searches for resources that can fulfill any requirement and that fulfilling one requirement fulfills the entire requirement group. (Step 3)

6. Save the requirement group template.

Incorrect:
* Set All or Any to Any option to Any.

Step 4: Add the requirement group to the Kitchen Cabinet installation incident type.
Associate an incident type to the requirement group template

1. Navigate to Field Service Settings > Incident Types.
2. Select an incident type, or create a new one.
3. Select Requirement Group under related entities, and select add a new one.
4. Select a requirement group template from the drop-down menu to associate the template with the incident type, and then select Save.

Step 5: Add the installation incident type to a work order, and book the work order.
Add the incident type to a work order.
Then finally: Book the work order
Select Book to schedule the work order.

Reference:

https://learn.microsoft.com/en-us/dynamics365/field-service/multi-resource-scheduling-requirement-groups

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QUESTION: 1 Exam Topic: Schedule and dispatch work orders

DRAG DROP (Drag and Drop is not supported)
Your company uses Microsoft Dynamics 365 Field Service to schedule work orders.

One of the field service operations managers needs to understand when the different resource types should be scheduled.

You need to provide the manager with a matrix of when you should schedule the various resource types on a work order.

What are the resource types you should use for each scenario? To answer, drag the appropriate resource type to the appropriate scenario. Each resource type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view the content.

NOTE: Each correct match is worth one point.

See Explanation section for answer.

Answer(s): A

Explanation:

Resource type is a classification that describes who or what the resource is and how the resource relates to your organization.

Box 1: Crew
Crew: Choose this option as the first step to create a crew to assemble a group of resources where scheduling the crew resource will schedule all crew members. A typical example has two or more people or a person and a vehicle. The general process is to create a crew header resource with the resource type of crew, and then add other resources of resource type user, account, or equipment as resource children to the crew header.

Box 2: Facility
Facility: Choose this option if the resource is a physical space that needs to be scheduled, such as a building or room.

Note: Truck Bay means a parking bay designated for use by trucks only.

Box 3: Equipment
Equipment: Choose this option if the resource is a piece of equipment, tool, or machine that must be scheduled.

Reference:

https://learn.microsoft.com/en-us/dynamics365/field-service/set-up-bookable-resources

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QUESTION: 2 Exam Topic: Schedule and dispatch work orders

You implemented Microsoft Dynamics 365 Field Service. You are now managing changes as the team continues to use Dynamics 365. Dispatchers are reporting that the schedule board is difficult to navigate because resources can be scheduled 24 hours of the day. However, resources for this organization only work between 7am and 5pm in the Greenwich Mean Time Zone (GMT).

You need to modify the schedule board to resolve this issue.

What should you do?

Modify the existing schedule board tabs and ensure the working time for the tab is set to 7am to 5pm GMT.
Adjust the working hours of the resources to 7am to 5pm GMT.
Modify the existing schedule board tabs to only include resources working 7am to 5pm GMT.
Create a schedule board tab for the resources working 7am to 5pm GMT and ensure all the resources have been added to that tab.

Answer(s): A

Explanation:

Scheduler settings
Scheduler 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:
* Working Time: Choose the start and end time of your working hours.

Reference:

https://learn.microsoft.com/en-us/dynamics365/field-service/configure-schedule-board

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