Dispatchers at Contoso have access to a wide range of information because they often cover for each other within the region. However, for their normal dairy operations, they only need to be able to see resources in their territory. The dispatcher needs to customize their schedule board to filter resources to their territory. What should the dispatcher do?
Correct Answer: A
Explanation:
In Dynamics 365 Field Service, dispatchers use the Schedule Board to view and assign resources. Since they need to limit visibility to their own territory, the correct approach is to apply a filter at the schedule board level.
The Filter & Map View window allows dispatchers to filter resources by:
Service Territory
Resource Type
Skills, roles, etc.
By selecting Service Territory, the dispatcher ensures only resources in their assigned territory are visible.
Saving it as Default ensures this filter applies automatically every time they open the schedule board.
Why the others are incorrect
B. Resource Type filter → Filters by role/type, not geographic territory.
C. Scheduler Settings (one territory) → Not how Field Service territory filtering is configured for dispatchers.
D. Booking Requirements tab → Used for requirement matching, not schedule board filtering.
Question 2
Contoso has asked that you create several work order types to meet their Requirements and Planned Changes. Of the many work order types requested, which three should you create? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.
Correct Answer: A, D, E
Explanation:
In Dynamics 365 Field Service, work order types are used to classify and manage different kinds of service work. For Contoso’s requirements, the focus is on structured service delivery and recurring maintenance operations. Why these are correct:
B. Agreement
Used for scheduled, contract-based service work.
Essential for managing recurring customer commitments and service plans.
D. Inspection
Used when technicians need to evaluate or assess equipment.
Common in service scenarios where condition checks are required.
E. Preventative Maintenance
Used for scheduled maintenance to avoid equipment failure.
A core Field Service capability for ongoing service operations.
Why the others are incorrect:
A. Installation
While valid in some scenarios, it is not one of the primary required work order types in this context.
C. Returns
Not typically a Field Service work order type; more aligned with logistics or inventory return processes.
Question 3
DRAG DROP
When Contoso installs chillers for customers, they are expected to follow the same procedure for each install. You need to configure the functionality necessary to automatically add all the tasks and resources needed to a work order when the work order type is Chiller Installation. You must follow the established Contoso guidelines for installation requirements, as outlined in the Case Study, and create the most efficient process possible.
Correct Answer: A
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