Exercise - Define Dynamics 365 Field Service resources for scheduling

Completed

Once a new monitoring system has been installed, customers can purchase a preventative maintenance package. This package ensures that their new system stays in top operating order. Maintenance packages run for three years.

This includes the following:

• Annual System checks:
  • Cleaning of unit from top to bottom
  • Testing of all components
• Emergency systems test every 18 months: In addition to new install services technicians will perform break fix services. While there are multiple services that are provided by Contoso Health Services. For the initial implementation, we're going to focus on the following:
• System not able to read patient vitals
• Loss of Power
• Patient vitals Alarm triggered As functional consultant on the project you've been tasked with implementing Dynamics 365 Field Service to meet the specific needs of Contoso Health Services.

Contoso Health Services schedules its technicians based on the skills necessary to complete the job as well as the availability of the technician. While it's possible for technicians to be scheduled for items, they aren't fully skilled on. It's important that technicians are never scheduled to work on a job outside of their working hours.

Specification

As functional consultant on the project you've been tasked with implementing Dynamics 365 Field Service to meet the specific needs of Contoso Health Services. You need to define resources in the application so they can be effectively scheduled.

• Resource Scheduling:
  • Define all Necessary Organizational units
    • Make sure to include Longitude and Latitude
  • Define necessary Skills and Characteristics.
    • Level 2 Installation
    • Level 3 Installation
    • Pro Monitor Skills
  • Define necessary Proficiency models
  • Create and define necessary resources for Technicians
    • Creating working hour schedules
    • Define Starting and Ending Locations
    • Assign necessary skills and characteristics
• Agreements:
  • Create a Preventative Maintenance agreement that can be leveraged
    • Annual System checks
    • Emergency systems test every 18 months
• Incident types:
  • On the Incident Types that you created in the previous lesson, assign necessary skills. Make sure that you're geo coding any account and contact records as needed.

Check your work

To validate that you've completed the work to the requirements, test your flow behavior out by following these steps.

1. In the Field Service application, Create a new work order. Select the PRO-MONITOR 2000 Install incident type. Save the Work Order.
2. Use the book button to identify a technician that can work on the item and assign it to them.