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...the new 'Meets Required Roles' constraint to your optimization goal, you can ensure RSO will assign the requirement to only resources with that role, in this case scheduling requirement '01957' to Brady Hannon...: Improved user experience when cancel Resource Requirement Before this release, when a user 'Canceled' a requirement where Scheduling Method is set to 'Optimize', a system dialog appears preventing changes...
Applies to: Field Service for Dynamics 365 v 6.1 and above, Project Service Automation for Dynamics 365 v 1.1 and above, and Universal Resource Scheduling (URS) solution on Dynamics 365 8.2x and 9.0x In this blog post, we will review the requirement calendar’s role in creating requirement details, along with the time zone...that the pop-out schedule board loads in when using the “book” button. When creating a resource requirement, each requirement record is associated with a calendar. On the requirement form, there is a “modify calendar” option on the ribbon bar, which allows you to modify the calendar for the requirement...the schedule board in the time zone of the requirement calendar with the logic that you’re likely to want to view the schedule board in context of your requirement’s time zone, since that’s likely to be your customer’s or resource’s time zone. On a side note, the order in which we set the time zone of the schedule board...
Applies to: Dynamics 365 Organization 9.0+ with Field Service Solution With the goal of continuously improving quality, performance, usability, and responding to some customer feedback, we recently released the Resource Scheduling Optimization v2.6 update. Below are the new features...required to do the work. By considering the skill (or resource characteristic) rating level required, the solution is able to find resources that better match required skills and proficiency. Leverage out-of-box controls Replace custom Optimization Scheduling Filter control with out-of-box multi-select control...: What’s New for Dynamics 365 Resource Scheduling Optimization v2.5 Release Release Notes for Resource Scheduling Optimization (v2.0) – Dynamics 365...
Applies to Universal Resource Scheduling solution (version 2.4.1.x), Field Service application (version 7.4.1.x), Project Service Automation application (version 2.4.1.x) On Dynamics 365 version 9.0.x) Please note that this update is being shipped as a patch, so if you are upgrading, you will see a PS/FS/URS patch solution installed...with the version numbers referenced above. Continuing our theme for our update releases, the Universal Resource Scheduling April 2018 Update focuses on our customers. Our priorities are improving user experience, stability, discoverability, and delivering features that open up highly requested scenarios. For a list of bug fixes...days on hourly schedule board Display more resources on schedule board Change booking statuses from multiday schedule boards Other features we were able to work on: Pass in time when...
Applies to: Dynamics 365 for Project Service Automation, Dynamics 365 for Field Service Previously we introduced Universal Resource Scheduling in Dynamics 365. Regardless of what type of scheduling your organization is engaged in, be it Field Service scheduling, Project...Service Scheduling, Case scheduling, Lead scheduling, or maybe something completely custom, Universal Resource Scheduling helps you book your skilled resources to the right work, at the right time, independent of workstream. We are excited to share our latest features and enhancements for Universal Resource Scheduling. Below you will find an overview...information: July 2017 update for Field Service and Project Service Automation - Universal Resource Scheduling (Part 1) New Features...
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 retrieve a list of available resources and timeslots. This is helpful for self-scheduling scenarios where a resource may want to query his or her availability, or for portal scheduling scenarios where a customer may want to view availability of desired resources from a web site or app. To use this API, quick glance...in this entity. The type of entity does not matter, you can specify any entity logical name. Please review the ‘Retrieve Resources Query’ on the schedule board settings to identify which constraints might apply. By default, it includes the following Name...
Applies to: Dynamics 365 Organization 9.0+ with Field Service Solution With the goal of continuously improving quality, performance, usability, and responding to some customer feedback, we recently released the Resource Scheduling Optimization v2.5 update. Below are the new features...and flexible way to define what to be optimized (resource requirements, resources and existing resource bookings) Feature Details Upon opening the Scheduling Optimization Scope form, a user can select existing system views or personal views (for which he has read permission) from the Resource, Requirement, and Resource view dropdowns...is equivalent to configuring WA territory as optimization scope in the previous version. Users can apply more filter conditions as needed to specify resources they need optimized. RSO will respect the Optimize Scheduling setting on individual resource records on top of the resource view filters...
Applies to Universal Resource Scheduling solution (version 3.4.x), Field Service application (version 8.4.x), Project Service Automation application (version 3.4.x) On Dynamics 365 version 9.0.x) We’re pleased to announce the latest update to Universal Resource Scheduling...Dragging to extend a booking on multi-day schedule boards opens booking panel instead of booking dialog. Bug fixes Fixed: Custom date and time fields now display properly on schedule board panels. Fixed: Issues opening and saving schedule board resource picker under...options in filter control. Fixed: Paging issues when using schedule board resource picker under options in the filter panel. Fixed: When “Time From Promised” on the requirement is in the past and you search for availability, the value is now moved to the current time and the search button is enabled. Fixed...
Applies to Universal Resource Scheduling solution (version 2.4.7.xx), Field Service application (version 7.5.5.xx), Project Service Automation application (version 2.4.8.xx) On Dynamics 365 for Customer Engagement apps version...9.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 release includes improvements to quality, performance, and usability, and is based on your feedback...-zone scenarios, on the multiday schedule boards, cells are no longer misaligned. Fixed: Issues searching for resources on schedule board when there is an apostrophe in the resource name. Author - Dan Gittler Principal PM Manager, Dynamics 365 Engineering ...
We are extremely excited to announce the availability of official Universal Resource Scheduling (URS) documentation for scheduling extensibility...). And finally, some extensibility-specific release notes. For more general context on Universal Resource Scheduling, check out the following video... You can find all sorts of additional content on the CRM Team blog; just search the term “Universal Resource Scheduling”! Amend your search with something like “Universal Resource Scheduling May 2018,” and you’ll see the blog post announcing the May 2018...
Applies to Universal Resource Scheduling solution (version 2.4.8.xx), Field Service application (version 7.5.6.xx), Project Service Automation application (version 2.4.9.xx) On Dynamics 365 for Customer Engagement apps version 9.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 release includes improvements to quality, performance, and usability, and is based on your feedback and requests. To update to this release, visit the Admin Center for Dynamics 365...Fixes Fixed: Issue moving bookings for the first resource in the vertical hourly view Fixed: Multiple issues preventing upgrade Fixed: Substitute resource issues...
...’ 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 of the box, all bookings will appear on the technician’s mobile application. However, it's easy to implement the scheduled...record is set to Scheduled...This will not update when you add a new booking status. Since the default status is set to Scheduled, when you first create bookings, the status will be set to Scheduled because this is a booking for a work order, and the work order BSM record has the default committed status set to Scheduled...
