Universal Resource Scheduling in Microsoft Dynamics 365 for Field Service

Intermediate
Functional Consultant
Dynamics 365
Field Service
Customer Engagement apps

Schedule anything to the right resource for any job or task with ease. Universal Resource Scheduling (URS) is a Dynamics 365 for Customer Engagement solution that allows organizations from different industries with different scenarios.

Prerequisites

  • Experience with Microsoft Dynamics 365 applicaitons is helpful.

Modules in this learning path

Important

Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

This module will focus on how bookable resources are used in universal resource scheduling. Configuring resources, working with bookable resources, setup of supporting components such as characteristics and roles, and working with facilities, crews, and resource pools is also covered.

Important

Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Dispatchers and schedulers need to easily identify and schedule resources to work on jobs. They should be able to identify which scheduling method will best be used based on the scenario that they are trying to schedule. When scenarios arise that require assistance, dispatchers can leverage the schedule assistant to provide recommendations based on requirements that are defined for the job. Many times, items that are scheduled will need to be rescheduled or assigned to a different resource. With Dynamics 365s schedule board dispatchers can easily identify which items need to be rescheduled and either reschedule them or rebook them to a completely different resource.

Important

Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Tailoring the schedule board for easier scheduling is made possible with multiple schedule boards, views, and schedule board options. We’ll look at how we configure the filters, queries, and entities for use with the schedule board.

Important

Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Organizations that have a large amount of resources to schedule may find that it is easier automatically schedule or reschedule items based on specific objectives that the organization has. This might include optimizing existing bookings to ensure that the most qualified and closest resource is being scheduled for jobs. By leveraging an automated scheduling solution, dispatchers are freed up to focus on exceptions, which can provide them the ability to manage large quantities of resources. Dynamics 365 Resource Scheduling Optimization solution can be leveraged to provide automated scheduling and optimization capabilities including, an overview of what the Optimization solution provides, setup and deployment guidance, defining optimization profiles, running simulations, and best practice considerations.

Important

Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

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.