You are a Dynamics 365 Field Service dispatcher using the Scheduling Assistant function. One of your customers, Adventure Works, does not want one of your resources to be scheduled to workorders going forward. The resource must be able to be scheduled for other accounts. How can you achieve this goal?

To prevent a specific resource from being scheduled for a particular account, you should use Requirement Resource Preferences. By creating a new preference record, you can associate the specific resource with the "Adventure Works" account and set the 'Preference Type' to 'Restricted'. This configuration explicitly tells the Schedule Assistant and Resource Scheduling Optimization (RSO) to exclude this resource from consideration for any work orders related to the specified account, while allowing them to be scheduled for all other accounts.

A. The 'Cascade to No' setting does not exist on the Requirement Resource Preference entity; this option describes a non-existent configuration.
C. Loading default filters on the Schedule Board is a temporary user action to reset the view and does not create a permanent scheduling restriction.
D. Simply creating a Requirement Resource Preference record is insufficient; you must specify the preference type and associate it with the account and resource.

1. Microsoft Learn. (2023). Set resource preferences in Dynamics 365 Field Service. "On a resource requirement, you can define resource preferences. For example, you can add a preference for a specific resource, or a resource that has been restricted for the job."

2. Microsoft Learn. (2023). Set resource preferences in Dynamics 365 Field Service. Section: "Add preferred or restricted resources". "Choose a Preference Type to indicate whether you prefer the resource or if they're required, or if they must not work on this requirement (Restricted)."

3. Microsoft Learn. (2023). Set resource preferences in Dynamics 365 Field Service. The screenshots and instructions show associating the preference with an Account or a specific Resource Requirement.