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What’s new in Dynamics 365 Resource Scheduling Optimization (version 3.0.19263.1) 

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...Read more

Release Notes for Field Service Mobile app version 11.3 and mobile project template version 1.0.2735 

Field Service Mobile: Version 11.3 A new version of Field Service Mobile for Windows, iOS, and Android has been released! Here are fixes and updates you can expect: – Fixed update address button error message – Fixed unresponsive iOS buttons – Disabled password clearing for OAuth – Fixed SQLite error during loading configuration – Add...Read more

6 tips for global versus local changes – Universal Resource Scheduling 

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...Read more

Enhancements and Bug Fixes for Field Service Version 8.8.3.533 

Applies to: Field Service version 8.8.3.533 on Dynamics 365 for Customer Engagement version 9.x Visit the Admin Center for Dynamics 365 solutions page to install the update. For details, refer to how to install or update a preferred solution. Please visit Field Service Docs for Field Service updates and related content. Field Service enhancements Enhancements...Read more

Scheduling versus dispatching – Universal Resource Scheduling 

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...Read more

9 tips to maximize your screen real estate on the schedule board 

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!...Read more

Enhancements and Bug Fixes for Field Service Version 8.8.2.160 

Applies to: Field Service version 8.8.2.160 on Dynamics 365 for Customer Engagement version 9.x Visit the Admin Center for Dynamics 365 solutions page to install the update. For details, refer to how to install or update a preferred solution. Please visit Field Service Docs for Field Service updates and related content. Field Service enhancements Enhancements...Read more

Self-Enabling Install of the Unified Interface Versions of Field & Project Service 

As announced earlier this year, the non-UCI versions of Field Service and Project Service Automation are going end of life. As of July 29th 2019, Microsoft has empowered administrators to enable their existing environments that currently have Field Service (FS) version 7.x and Project Service Automation (PSA) v2.x to upgrade to FS v8.x and PSA...Read more

Enhancements and Bug Fixes for Field Service Version 8.8.1.45 

Applies to: Field Service version 8.8.1.45 on Dynamics 365 for Customer Engagement version 9.x Visit the Admin Center for Dynamics 365 solutions page to install the update. For details, refer to how to install or update a preferred solution. Please visit Field Service Docs for Field Service updates and related content. Field Service enhancements Enhancements...Read more

Release Notes for Field Service Version 8.8.0.88 

Applies to: Field Service version 8.8.0.88 on Dynamics 365 for Customer Engagement version 9.x Visit the Admin Center for Dynamics 365 solutions page to install the update. For details, refer to how to install or update a preferred solution. Please visit Field Service Docs for Field Service updates and related content. Field Service enhancements Enhancements...Read more