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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

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

Service scheduling in Dynamics 365 for Customer Service 

What is service scheduling? Service scheduling allows organizations to schedule service appointments with their customers such as post-sales, customer service, product demos etc. Imagine the following scenario: Contoso is a premium bicycle brand in Washington state that produces the most sophisticated bikes in the country. They take great care of their customers and have many...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

Release Notes for Universal Resource Scheduling Version 

Applies to Universal Resource Scheduling solution (version 3.6.0.xx), Field Service application (version 8.6.x.xx), Project Service Automation application (version 3.6.0.xx) On Dynamics 365 version 9.0.x)   We’re  pleased to announce the latest  update to Universal Resource Scheduling, powering the Customer Service, Field Service, and Project Service Automation applications  for Dynamics 365.  This release includes  improvements to...Read more

Release Notes for Universal Resource Scheduling Version 

Applies to Universal Resource Scheduling solution (version 2.4.10.xx), Field Service application (version 7.5.8.xx), Project Service Automation application (version 2.4.11.xx) On Dynamics 365 version 9.0.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 release includes improvements to quality, performance, and usability, and is based on your feedback and...Read more