service scheduling - Microsoft Dynamics 365 Blog

Block time off for resources on the schedule board without changing the working hours

September 23, 2019

By Dan GittlerPrincipal Program Manager

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...Read more

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6 tips for global versus local changes – Universal Resource Scheduling

September 17, 2019

By Dan GittlerPrincipal Program Manager

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

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How to ignore travel time when searching for resource availability

May 31, 2019

By Dan GittlerPrincipal Program Manager

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

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How to change advanced settings for the Schedule Assistant

May 31, 2019

By Dan GittlerPrincipal Program Manager

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

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Across your business, collaborate in the flow of work with anyone, everywhere

Four essentials to collaborate as one business, everywhere. Across every industry, we’re all navigating the new world of hybrid work. Together, we’re building a blended model that enables more flexibility in when, where, and how people work, and that model is here to stay. But organizations can’t let flexibility turn into separate, disjointed work efforts—they must enable the entire organization to operate as one business,...Read more

Announcing Dynamics 365 Marketing customer journey orchestration GA, it’s a game changer

In engaging customers today, we need to be heard above the noise, and we need to deliver creativity and uniqueness to each customer in the moments that matter. Customers are looking for value and for companies to address their needs on their terms. Companies now can start with a deep understanding of their customers and...Read more

Turn attendees into loyal customers with Microsoft Teams and Dynamics 365 Marketing

Change. Adapt. Grow. Words we have had to embrace over the past 15 months as we’ve had to change the way we do business. As we start to emerge from the pandemic’s isolation and restrictions, we’re entering a world of a new normal. As consumers, our expectations are higher. To meet ever-changing customer expectations, successful...Read more

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