Applies to: Dynamics 365 for Project Service Automation, Dynamics 365 for Field Service
Previously we introduced Universal Resource Scheduling in Dynamics 365. Regardless of what type of scheduling your organization is engaged in, be it Field Service scheduling, Project Service Scheduling, Case scheduling, Lead scheduling, or maybe something completely custom, Universal Resource Scheduling helps you book your skilled resources to the right work, at the right time, independent of workstream.
We are excited to share our latest features and enhancements for Universal Resource Scheduling.
Below you will find an overview (part 1) of these new features:
More information: July 2017 update for Field Service and Project Service Automation - Universal Resource Scheduling (Part 2)
Schedule board and Schedule Assistant filters are now extensible!
Resource cell content
Sorting – out of the box
Specify a precise breakdown on how you would like a requirement to be fulfilled.
Previously, when creating a resource requirement to be scheduled, you were able to enter in a duration and establish that the duration needs to be fulfilled between certain dates. For example, 40 hours between Jan 1 and Jan 31. You were also able to select an allocation method on the requirement such as full capacity or front load, which breaks the requirement into a specific pattern for fulfillment. We have now introduced a tool specifically built for specifying precisely how you would like your requirement to be fulfilled.
Thank you for taking the time to read about our July 2017 update. We are extremely excited about this release and we are looking forward to hearing your feedback! Make sure to read part two of this post.
Sr. Program Manager, Dynamics 365 Engineering