Question 1
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?
- AOption A:
On the Filter & Map View window, select a Service Territory, then select Save Current Filters as Default.
- BOption B:
On the Filter & Map View window, select a Resource Type, then select Save Current Filters as Default.
- COption C:
In the Scheduler Settings, select one Territory.
- DOption D:
Add a Booking Requirements tab.
Show answer and explanation
Correct answer: A
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:
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Service Territory
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Resource Type
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Skills, roles, etc.
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By selecting Service Territory, the dispatcher ensures only resources in their assigned territory are visible.
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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.