Set up a preferred technician
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
You can select any worker as a preferred technician for a service agreement or service order. However, it is a good idea to add the worker to the appropriate dispatch team so that the worker is included on the Dispatch board.
Assign employee to a dispatch team
Click Human resources > Common > Workers > Workers. Double-click a worker to open the worker details page. On the Action Pane, click Setup >Dispatch team to open the Dispatch workers form.
In the Dispatch team field, select the team to assign the worker to.
Assign a preferred technician to a service agreement
Click Service management > Common > Service agreements > Service agreements. Double-click a service agreement to open the details form.
On the General tab, select the Preferred technician field, and then select a member of the appropriate dispatch team as the preferred technician for the service agreement.
Assign a preferred technician to a service order
Click Service management > Periodic > Dispatch board.
Note
In the Dispatch board form, specify a date range for dispatch activities to view. Also, specify whether to display closed activities and whether to limit the dispatch activity list to teams that you belong to or are authorized to monitor. Click OK to open the Dispatch board.
Select the line of the service activity to modify.
On the Related tab, use the Worker list to assign a member of the appropriate dispatch team as the preferred technician for the service call.