service scheduling Archives - Dynamics 365 Blog

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

September 23, 2019

By Dan Gittler

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 Gittler

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 Gittler

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 Gittler

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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MBAS 2020: Moving forward, together

Today, we’re hosting the first-ever fully digital Microsoft Business Applications Summit. Just six weeks ago, the community expected we would be together this week in Dallas, Texas. Now, of course, we are looking forward to connecting with you virtually. In these past weeks, every business has shifted focus to adjusting to new and unexpected challenges, and doing so at lightning speed. Our team has mobilized efforts to help organizations stay connected to...Read more

2020 release wave 1 launches with new apps and over 400 features

Today marks the official start of the 2020 release wave 1, kicking off the deployment of new applications and hundreds of new capabilities and updates across Microsoft Dynamics 365 and Microsoft Power Platform. This release lands at an unprecedented time for business and society. We are providing support and resources for organizations on the frontlines...Read more

The innovations bridging health sciences and business in 2020

The decade’s first global health crisis has placed the spotlight on the need for healthcare technology that can prevent and solve the world’s critical health challenges. This last week, Microsoft shared progress on innovations helping to meet these objectives. Today, we’re spotlighting intelligent health and business solutions from Microsoft Business Applications that empower health providers...Read more

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