Configure bookable resources in Dynamics 365 Field Service
This module focuses on how bookable resources are used in universal resource scheduling. We also cover configuring resources, working with bookable resources, setup of supporting components such as characteristics and roles, and working with facilities, crews, and resource pools.
Learning objectives
This module explains how to:
- Identify the different types of resources available
- Define supporting resource components such as characteristics, roles, and organizational units
- Set up an individual bookable resource
- Geocode resources, starting and ending locations, and viewing in the map
- Define pools, crews, and facilities
Prerequisites
Basic understanding of how to navigate the Dynamics 365 application, and a working knowledge of the core records available. Familiarity with basic field service capabilities is also helpful.