Universal Resource Scheduling in Microsoft Dynamics 365 for Field Service
- Offered byMicrosoft
Universal Resource Scheduling in Microsoft Dynamics 365 for Field Service at Microsoft Overview
Duration | 7 hours |
Total fee | Free |
Mode of learning | Online |
Schedule type | Self paced |
Difficulty level | Intermediate |
Official Website | Explore Free Course  |
Credential | Certificate |
Universal Resource Scheduling in Microsoft Dynamics 365 for Field Service at Microsoft Course details
- Configure bookable resources in Dynamics 365 Field Service
- Manage scheduling options in Dynamics 365 for Field Service
- Customize the schedule board in Dynamics 365 Field Service
- Deploying Resource Scheduling Optimization
- Use Resource Scheduling Optimization for Dynamics 365 Field Service
- Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service
- Universal Resource Scheduling (URS) is a Dynamics 365 for Customer Engagement solution that allows organizations from different industries with different scenarios
- This module will focus on how bookable resources are used in universal resource scheduling
- Configuring resources, working with bookable resources, setup of supporting components such as characteristics and roles, and working with facilities, crews, and resource pools is also covered
- This course explains how to work with the schedule board, booking conflicts, and use single resource optimization, and then provides some basic troubleshooting steps
Universal Resource Scheduling in Microsoft Dynamics 365 for Field Service at Microsoft Curriculum
Configure bookable resources in Dynamics 365 Field Service
Overview of bookable resources
Setup and configuration
Define bookable resources
Work with crews, facilities, and pools
Configure entities for URS
Exercise - Set up and configure bookable resources
Check your knowledge
Summary
Manage scheduling options in Dynamics 365 for Field Service
Overview of scheduling capabilities
Overview of the schedule board
Schedule and reschedule
Reschedule and move items
Exercise - Schedule items
Check your knowledge
Summary
Customize the schedule board in Dynamics 365 Field Service
Work with multiple schedule boards
Schedule Board options
Design and use views with the Schedule Board
Configure schedule board filter queries
Exercise - Customize the Schedule Board
Check your knowledge
Summary
Deploying Resource Scheduling Optimization
Resource Scheduling Optimization overview
Setup and deployment options
RSO configuration options
Define optimization goals
Define optimization scopes
Define optimization schedules
Check your knowledge
Summary
Use Resource Scheduling Optimization for Dynamics 365 Field Service
Resource Scheduling Optimization scenarios
Use RSO from the schedule board
Work with locked bookings and resolve conflicts
Single resource scheduling
Troubleshooting tips
Check your knowledge
Summary
Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service
Schedule multiple resources and facilities
Define resources
Work with fulfillment preferences
Work with requirement groups
Crew facility resource pool scheduling
Exercise - Schedule multiple resources
Check your knowledge
Summary
Universal Resource Scheduling in Microsoft Dynamics 365 for Field Service at Microsoft Entry Requirements
- Experience with Microsoft Dynamics 365 applications is helpful, especially Field Service.
- Not mentioned
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