Applies to: Dynamics 365 version 9.0 and higher, Field Service solution version 7.x or 8.x We are excited to announce the General Availability of Resource Scheduling Optimization v3.0 update release (3.0.19263.1). This release includes a number of new features including: Resource role matching New resource preference: Must Choose From As soon as possible (ASAP) objective…
Depending on your organization, you might create bookings and want them to immediately appear on your field technicians’ mobile devices. But what if you want to plan the whole day and have new bookings appear for technicians as you see fit? The field service industry often refers to this differentiation as “scheduled versus dispatched.” Out…
In global CRM implementations, there is a fine line between changes that must be global versus changes that can be managed locally without affecting the entire organization. There are unique requirements for local implementations, and autonomy is essential to enable local branches to swiftly adapt to their unique requirements without jeopardizing the global implementation. I…
What is service scheduling? Service scheduling allows organizations to schedule service appointments with their customers such as post-sales, customer service, product demos etc. Imagine the following scenario: Contoso is a premium bicycle brand in Washington state that produces the most sophisticated bikes in the country. They take great care of their customers and have many…
Applies to: Dynamics 365 Organization 9.0+ with Universal Resource Scheduling 3.8.x version In the latest Field Service v8.8.x/Universal Resource Scheduling v3.8.x update, we released the Search Resource Availability API for scheduling single requirements. A list of available resources and their time slots can be retrieved by passing the details of a single resource requirement to…
Applies to: Dynamics 365 Organization 9.0+ with Field Service Solution 8.8.x version or Universal Resource Scheduling 3.8.x version In this blog post let’s talk about how to call the msdyn_SearchResourceAvailability API to return available resources. At a high level, you pass the details of a single requirement (not a requirement group) to the API and…
The schedule board is the primary work space for dispatchers, and every pixel of real estate is essential for maximum productivity. Depending on your monitor, opening the schedule board may initially only let you see a handful of resources and a few unscheduled requirements, and that’s before expanding the filter panel or the details panel!…
I was recently chatting with a dispatcher who expressed that they would like to block time off on the schedule board for resources without needing to interact with the working hours. I am switching gears on this post putting on my implementor hat. We will look for ways to enable this scenario natively in the…
The new Service scheduling on Unified interface is built on top of Universal resource scheduling. If you are using legacy Service scheduling on web client and are planning your move to Unified interface, you need to plan your migration of data from legacy Service scheduling data to the new one. Once you plan your migration,…
Applies to Universal Resource Scheduling solution (version 3.8.0.xx), Field Service application (version 8.8.0.xx), and Project Service Automation application (version 3.8.0.xx) on Dynamics 365 version 9.1.x) We’re pleased to announce the latest update to Universal Resource Scheduling (URS), powering the Customer Service, Field Service, and Project Service Automation applications for Microsoft Dynamics 365. This update includes…
Applies to Universal Resource Scheduling solution (version 2.4.12.xx), Field Service application (version 7.5.10.xx), and Project Service Automation application (version 2.4.13.xx) on Dynamics 365 version 9.1.x (web client) We’re pleased to announce the latest update to Universal Resource Scheduling, powering the Field Service and Project Service Automation applications for Dynamics 365. This update includes improvements to…
Have you ever wondered, when you are using Universal Resource Scheduling to schedule your requirements or work orders and are searching for a requirement, which view the Schedule Assistant displays in? Well, it is determined by either the point of entry into the Schedule Assistant (Find Availability on the Schedule Board or Book on…
