Explanation:
Box 1: Create and embed a Power Bi radial gauge
A radial gauge chart has a circular arc and shows a single value that measures progress toward a goal or a Key Performance Indicator (KPI). The line (or needle) represents the goal or target value. The shading represents the progress toward that goal. The value inside the arc represents the progress value. Power BI spreads all possible values evenly along the arc, from the minimum (left-most value) to the maximum (right-most value).
In this example, you're a car retailer tracking the sales team's average sales per month. The needle represents a
140 cars sales goal. The minimum possible average sales is 0 and the maximum is 200. The blue shading shows that the team is averaging approximately 120 sales this month.
Box 2: Add an inspection order to the work order form
You can add inspections to work orders in Dynamics 365 Field Service.
Field Service inspections are digital forms that technicians use to quickly and easily answer a list of questions as part of a work order. The list of questions can include safety protocols, pass-and-fail tests for a customer asset, an interview with a customer, or other audits and assessments performed before, during, or after a work order.
Example:
Reference:
https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-radial-gauge-charts
https://docs.microsoft.com/en-us/dynamics365/field-service/inspections
Topic 4, VanArsde1, Ltd
Background
VanArsde1, Ltd. builds custom homes. The company has one Azure tenant and uses multiple systems to manage the sales, construction, and warranties of the homes.
The company has three departments: sales, construction, and warranty. Sales, contract, and warranty information is not shared among the departments.
The owner of VanArsde1, Ltd. requires a consolidated system that the company can use to track each home's progress.
Sales
* Company employees use Microsoft Outlook for all communications.
* Company employees use Microsoft Word to create sales contracts.
* Employees in the sales department are frequently in different locations and work different hours from each other.
* Employees in the sales department use a Contracts team in Microsoft Teams to collaborate.
* The company uses a third-party marketing tool to update contacts every day.
Current environment
* Contacts' names must be formatted before they are imported from the third-party marketing tool.
* The company must retain contracts for five years.
* The company requires that the sales department display the All Contracts view in Microsoft Teams.
* All contract information must be stored in the All Contracts view.
* Contracts must not be lost if a device is lost or stolen.
Issue
* Employees in the sales department store contracts on their local computers.
* The construction team receives a copy of a contract only when the sale of a home is complete.
Construction
Current environment
* Employees in the construction department use Project Online to manage schedules.
* Employees in the construction department use Microsoft Excel to manage the costs of projects
* The main supplier of construction materials provides an API to the company. The company uses the API to manage supplies for projects in near real time.
Requirements
* Employees in the construction department must be able to demonstrate how their work is performed rather than document their process.
* The company requires that project schedules be created less than a week after a contract is signed.
* A field must sum up the costs of the materials.
Issues
* Employees in the construction department are unable to schedule resources because they are not informed of future projects.
* Employees in the construction department currently enter basic project information manually for each software application.
Warranty
Current environment
* Employees in the warranty department use Excel to track project issues and resolutions.
* The company requires that employees in the warranty department meet with each other in person to discuss their job roles.
Requirements
* The company requires that warranty claims be resolved in less than a month.
* The company requires that all claims be entered in the system along with their related issues.
* If a claim is found to be invalid, the company requires that the claim and its related issues be deleted.
Issue
* Employees in the warranty department report that they are frequently sent to homes without knowledge of what is in scope for the project.
General
Requirements
* The new system must use the development and production environments
* The development environment must be the master of all changes.
* All table changes must be added to a solution. Changes to the solution must not be allowed to be made in the production environment.
* Each department must have a custom app. Employees must be able to access only their department's app.
* All sales, contract, and warranty data must be shared among the departments.
* The project manager must be solely responsible for creating and owning the deployment plan for projects.
* All projects must run by using the Agile methodology.
* The deployment plan must include the environment setup, training plan, rollout strategy, and deployment support.
Issue
The IT manager reports that the deployment plan is not complete.
