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 2) of these new features:
More information: July 2017 update for Field Service and Project Service Automation - Universal Resource Scheduling (Part 1)
View the requirement pattern on the schedule board
Resource continuity tool
UI Makeover for Schedule Assistant
*Note that you can change these icons by pointing the schedule board to a different web resource containing an icon. Change the default schedule board and the changes will apply to all boards that have not had icon customizations.
*Cells that are completely in the past are opacified.
**Note that you can select a different color for these three options. If you prefer a more “popped” colorful UI, these settings are for you!!!
User Experience Enhancements for selecting and booking resources when searching for availability.
Revamped Booking Methods for Schedule Assistant
The same principle applies if the requirement was not broken down, or if it was broken down into larger ranges such as specifying a duration broken down into weeks instead of days.
General Booking Improvements
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!
- Dan Gittler
Sr. Program Manager, Dynamics 365 Engineering