Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service

Intermediate
Functional Consultant
Dynamics 365
Field Service

Handle more advanced scheduling options that might involve multiple resources, or specific facilities. Use resource pooling to provide place holders for scheduling groups of resources. Schedule crews to work on specific items. Schedule specific facilities that might be used to help deliver a specific service.

Learning objectives

In this module, you will:

  • Define and use resource pools in scheduling scenarios
  • Use the facility scheduling feature to book specific facilities for work
  • Define and schedule crews using the schedule board

Prerequisites

Basic understanding of how to navigate the Dynamics 365 application, as well as a working knowledge of the core records available. Familiarity with defining resources and the basic scheduling capabilities available in universal resource scheduling is recommended.