I’m at present revising for the MB-230 examination. This examination is for Microsoft Dynamics 365 and covers all facets of customer support. As I revise I plan to publish weblog posts that collectively will develop into an entire revision information for anybody embarking on the identical journey as me. On this put up I’ll cowl the schedule board.
Under you’ll be able to see an extract from the present expertise measured assertion for the MB 230 examination. You possibly can hopefully see that scheduling is firstly a big part of the examination and likewise that it covers quite a few subjects. That means this put up is certainly one of a number of that I’ll create to cowl all facets of scheduling. On this put up I’ll cowl ideas related with the schedule board.
Word: The schedule board is graphical in nature! That means I strongly encourage you to get loads of palms on utilization with the schedule board as a part of your revision. Studying concept alone will most likely not offer you an enough appreciation of its operation.
The schedule board is the instrument we use to show particulars of all our sources and their related bookings. We are able to additionally view unscheduled service actions and schedule them immediately from the schedule board.
Along with seeing the bookings for a useful resource I may also open their useful resource card. This enables me to see extra details about their expertise and roles. Plus I contact the useful resource immediately from right here, I can (for instance) click on the mail icon to ship them an e mail immediately from the schedule board.
A share exhibits in opposition to every useful resource as bookings are assigned. The relies on the sources capability for the date vary getting used on the board.
At this level I’ll flag that we at present have two variations of the schedule board. One thing that could possibly be completely different by the point you might be studying this put up!! The outdated board will most likely be the expertise you first see. (And is proven within the display shot above.) Nonetheless we are able to change to an improved schedule board. On the time of scripting this put up I do favour the brand new board nevertheless it has not but reached characteristic parity with the outdated board. It’s possible you’ll subsequently discover you must use the outdated expertise in some circumstances. The brand new fashion board is proven under.
No matter which board you employ I encourage you to develop into accustomed to the varied view and filtering choices. Typically we are going to plan at an in depth degree engaged on an hour by hour foundation. However you’ll be able to change this to see the board when it comes to days, weeks and even months.
The default will likely be to point out the useful resource horizontally. However you’ll be able to change this to a vertical view. Or use the map view to see your bookings on a map. (Assuming they’re location conscious, not all bookings will likely be accomplished onsite!)
We are able to additionally advance the date vary proven on the schedule board as required. (It’s possible you’ll have to evaluate historic bookings, who went to that job final week? Or possibly you must transfer ahead in time to create a sophisticated reserving.)
The actions menu supplies a listing of helpful actions. The actions embody;
- Get driving instructions
- Transfer reserving to a special day
- Print schedule board
- Create reserving alert
Making a Reserving
We are able to use the e book choice to e book an service exercise.
Under you’ll be able to see that I’ve chosen an unscheduled service exercise from my necessities panel. I can now click on the e book choice and enter the main points as required.
Word: In my instance I’m solely exhibiting unscheduled service actions. However in case you have different Dynamics 365 purposes put in you might even see extra tabs for different varieties of work objects. For instance, when utilizing Area Service additionally, you will see a tab for unscheduled work orders.
Word: You might also have to be conscious you can tailor the views displayed within the necessities panel.
Scheduling Assistant
We are able to additionally entry the scheduling assistant immediately from the schedule board. This could be helpful because the scheduling assistant will use out fulfilment preferences to counsel doable bookings.
We load the assistant through the use of the “Discover Availability” choice, proven under.
As soon as the discover availability choice has been chosen doable reserving choices will likely be introduced. Choosing one of many choices will open a aspect panel that can permit us to finish the reserving as advised.
Filters
The filters pane permits us to filter the displayed sources. This may be on many fields together with territory, organizational items, roles and extra.
Having entered the required filter choices the dispatcher will click on search and the outcomes on the schedule board will regulate.
It is going to be widespread that every dispatcher will outline a set of default filters that can develop into their preliminary view. As it is going to be widespread for every dispatcher to work with a given set of technicians, territory or possibly function. The “Choices” button permits the dispatcher to save lots of the present filters as their default. They will additionally use the choose sources choice to “tag” particular sources they want to embody of their view.
Particulars Pane
It’s possible you’ll use the main points pane to view extra details about the chosen reserving. Together with its standing and likewise hyperlinks are offered to the originating service exercise.
A number of Boards
In complicated eventualities every dispatcher could wish to create a number of schedule boards. Perhaps, for instance, they give the impression of being after a number of organizational items and profit from seeing these in separate views.
Under you’ll be able to see that I’ve used the “+” icon so as to add a second schedule board. Every board might then be filtered in another way as required.
Additionally discover that as I create the board (or afterwards from the settings cog) I can outline many settings. For instance, inside these settings I can outline what views are proven within the necessities panel. That means I might create a view particular to every board if required.
I counsel you experiment with creating extra boards and tailoring which views are proven.
I hope I’ve described the important thing parts within the schedule board. However as I discussed at the beginning …. Utilizing the schedule board is a graphical expertise so I encourage you to experiment and spend loads of palms on time turning into snug utilizing and tailoring the boards. Take pleasure in.
