How should you configure the system?

HOTSPOT

A company installs and services air filtration units for industrial manufacturing plants. The company is implementing Dynamics 365 Customer Service.

Each regional location supports a specific geographic region. Installers and service technicians are dispatched from these regional locations.

You need to configure the system to optimize work scheduling.

How should you configure the system? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Answer:

Explanation:

Box 1: Service activity

Avoid disruptions in service by making sure that your resources are scheduled optimally and efficiently. Using Scheduling in Customer Service Hub, you can plan and schedule service activities for your customers by bringing together all your resources.

Note: Create a service activity

A service activity is defined to look for the next available time slot to schedule the service and align resources as per requirement.

Box 2: Resource category

Create resource groups

The resources are aligned in resource groups or resource categories.

For example, Bert Hair and Gilda Moss are grouped as Technicians and Bike repair workbench – 1 and Bike repair workbench – 2 are grouped as Workbenches.

With bookable resource categories, you can group your bookable resources by type. For example, you can create categories like technician, supervisor, subcontractor, vehicle, or equipment.