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Microsoft Dynamics 365 Blog


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

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

How to ignore travel time when searching for resource availability 

The Schedule Assistant in Universal Resource Scheduling has an option to “Ignore Travel Time” when searching for availability. This option allows you to search for a resource within a certain radius, but it does not require the resource to be free for both the entire duration of the requirement AND the time it takes to...Read more

How to change advanced settings for the Schedule Assistant 

There are advanced settings in the filter control that allow you to change the behavior of the Schedule Assistant. Options include: Real Time Mode Allow Overlapping (Ignore Proposed Bookings)  (Multiday) Ignore Travel Time Ignore Duration   By default, these are all deselected, except for Ignore Proposed Bookings, which is selected by default. What if you...Read more

What’s new in Universal Resource Scheduling for Dynamics 365 April 2018 Update 

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...Read more