What should you do next?

You are a customer service schedule administrator.

A customer has a custom entity that requires its own schedule board.

You need to create the schedule board. You configure the custom entity in the Resource Scheduling parameters.

What should you do next?
A . Add a new resource requirement. Add a new view for the custom entity.
B. Change the default entity name to the custom name. Create a new schedule board for the custom entity.
C. Disable the schedule board. Configure Resource Scheduling Optimization.
D. Configure the booking metadata. Create a new schedule board for the custom entity.

View Answer

Answer: A

Explanation:

Before scheduling a lead, a related resource requirement must be created.

Add a requirement view to the schedule board.

After creating a requirement for the lead, it will appear in the Open Requirements view in the lower pane of the schedule board that shows all open requirements related to any schedulable entity. This is a default view for resource scheduling.

However, the views in the lower pane of the schedule board are simply system views and can be edited and added to. It’s common to add custom resource requirements views for work orders (or leads in our example). You can create a schedule board view that shows only leads to be scheduled.

Reference: https://docs.microsoft.com/en-us/dynamics365/field-service/schedule-new-entity