Resource scheduling dashboard

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.

Enabled for	Public preview	Early access	General availability
End users, automatically	-	Feb 3, 2020	Apr 20, 2020

Business value

In order for service managers and dispatchers to ensure they are using their resources effectively, they need to see the right metrics and measures. This new dashboard will provide out-of-the-box resource scheduling metrics and measures.

Feature details

This dashboard enables a field service manager or dispatcher to use the Resource utilization report to monitor resource utilization, bookings, and truck roll KPI. They can also unpack territory insights such as fulfilling requirements with available resources, measure operation performance, and understand how resources are using their time and how each resource is performing over time compared to other groups.

It helps a resource scheduling optimization admin/dispatcher to do an analytical recap of each optimization request such as number of requirements, number of bookings, allocated hours, and least allocated resource.

Note

This feature is available in Unified Interface only.

See also

Resource scheduling and optimization analytics dashboard (docs)