Scheduling & Dispatching

Question 1

What are 3 ways to Schedule inside D365 Field Service?

Answer 1

Schedule Board
Scheduling Assistant
Resource Scheduling Optimization

Question 2

What is the Schedule Board?

Answer 2

• Manual way to schedule inside D365 for Field Service

- Drag-and-Drop interface that allows you to see what Resources are available

Question 3

What is the Scheduling Assistant?

Answer 3

Semi-automated version of Scheduling; gives automated suggestions

Question 4

What is Resource Scheduling Optimization (RSO)?

Answer 4

Fully automated solution

Question 5

What are the 3 options for Scheduling Work Orders in Field Service?

Answer 5

1) Schedule Board
2) Scheduling Assistant
3) RSO

Question 6

Does the Work Order drive Scheduling inside Field Service?

Answer 6

No

Question 7

When a Work Order is created, what Record is created behind-the-scenes?

Answer 7

Resource Requirement Record

Question 8

What does that secondary Record do?

Answer 8

The resource requirement takes a lot of the specifics from the work order and creates a record that defines what is going to be needed from a resource in order to schedule this in the system.

Question 9

Once the Work Order is scheduled, what does it create next?

Answer 9

Resource Booking

Question 10

What happens when the Work Order is created?

Answer 10

• Identifies Service & Billing Accounts

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Question 11

What happens when the Work Order is created?

Answer 11

• Identifies Service & Billing Accounts
• Defines the Type of Work Order
• Indicates the Tasks, Products, Services, Skills, etc. required
• Price List & Tax Info included here
• This is where preferences for Service Delivery can be defined

Question 12

When the Work Order is created, behind-the-scenes, the ________ is created and pulls information from the Work Order to do this.

Answer 12

Resource Requirement Record

Question 13

What kinds of information does the Resource Requirement Record pull from the Work Order?

Answer 13

• Customer
• Duration
• Preferences for Service Delivery: dates, times, Resource preferred?
• Additional information such as Skills, Territory, etc.

Question 14

What is a Resource Requirement Record?

Answer 14

• Used by scheduling features to locate, assign, and schedule specific resources

Question 15

When you are dragging something onto the Schedule Board, what are you actually dragging?

Answer 15

• The Resource Requirement Record

Question 16

When is the Bookable Resource Booking created?

Answer 16

• When the Resource Requirement Record identifies and schedules a Resource

Question 17

What is the Bookable Resource Booking?

Answer 17

• Defines who is reposnsible to complete the Work Order
• Time and status, estimated versus actual time
• Defines travel information (miles and duration)
• This is what gets updated inside the application when a technician moves through the process

Question 18

What can you filter the Schedule Board by?

Answer 18

Resource, Work Order Type, Services, etc.

Question 19

Where do Unscheduled Work Orders show up?

Answer 19

Underneath the Schedule Board inside Booking Requirements

Question 20

Are Predefined Views for Unscheduled Work Orders included as part of the application? And, can additional Requirement Views be customized?

Answer 20

Yes and Yes

Question 21

What are the 3 ways to manually schedule a Work Order in Schedule Board?

Answer 21

• Manually drag form list of Unschedule Work Orders
• Drag from map
• Block out a time frame on the Schedule Board

Question 22

What other Actions can I take in Schedule Board?

Answer 22

• Reschedule Work Orders
• Change the Status of Work Orders
• Change the Duration
• Move Uncompleted Work Orders to a future date
• Print out or email driving directions

Question 23

What does the Scheduling Assistant allow you to do?

Answer 23

Allow you to apply constraints to really query what specific Resources you want to work with.

Question 24

What Constraints can you look at with the Scheduling Assistant?

Answer 24

• Estimated duration
• Start & end dates
• Mile Radius
• Territory
• Resources

Question 25

Is RSO out of the box?

Answer 25

No, it’s an add-on service.

Question 26

RSO optimizes Scheduling based on defined XXXXX.

Answer 26

Profiles

Question 27

In Configuring RSO, what are the 3 things to consider?

Answer 27

Schedule
Scope
Goals

Question 28

What are examples of Goals?

Answer 28

Maximize work efficiency, minimize travel time - for each Resource Scheduling Profile, you can prioritize these Goals and/or Objectives.

Question 29

What is an example of a Constraint that you can indicate within the Goals?

Answer 29

I want to maximize working time but I can only Schedule Resources between 8 and 5 and I want them to be as busy as possible during that time.