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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

Enhancements and Bug Fixes for Field Service Version 

Applies to: Field Service version 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. End of Life Notice...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

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

Understanding how views work on Schedule Assistant 

  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...Read more

Enhancements and bug fixes in Universal Resource Scheduling (URS) version 

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...Read more

Enhancements and bug fixes in Universal Resource Scheduling (URS) version 

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...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