Use Universal Resource Scheduling, to book skilled resources to the right work, regardless of workstream. This means you can book a resource for work orders, cases, projects, leads, or any custom entity. For more information, see Scheduling anything in Dynamics 365 with Universal Resource Scheduling.
Open the booking entity, and the schedule board for any schedulable entity adds a ton of power, but at the same time, while your resources are able to work on bookings from any of these workstreams, the business processes after bookings are created will vary.
Work orders traditionally follow a specific flow: Scheduled > Traveling > In Progress> On Break> In Progress > Complete. Or some derivative of that.
Projects may have a different flow: Proposed > Committed > Complete
Cases: Accepted > In Progress > Researching > Complete
Dynamics 365 customers can manage these different stages by changing the booking status attribute on the booking.
Here is where you can find the booking status:
Booking Status on the resource booking form
Booking Status by right clicking the booking on the board
What you may notice if you were to right click on a booking related to a work order, is that the initial status group is split into groups. Right clicking on bookings from different entities have different grouping values.
We wanted our customers to be able to maintain unique processes and statuses, despite unifying our scheduling feature set.
When you right click on a work order booking you can see the statuses grouped into 6 categories, each category containing one or many statuses.
When you right click on an opportunity booking, you will see the statuses grouped differently.
Additionally, there are some statuses that don’t even appear for work orders that do for opportunities! For example, the “committed” status.
Lastly, if I were to open up a work order booking and try to set the booking to the status “committed”, which is not appearing within the schedule board status list, you will notice an error.
We just demonstrated the following:
Here is how you set it up:
Remember you can also set your default status for when you FIRST create a booking, and also a default status should you want to cancel a booking per each schedulable entity on your booking setup metadata record!
Thanks for taking the time to read about this feature. I do hope it helps when it comes to implementation of Universal Resource Scheduling.
For more information, see Scheduling anything in Dynamics 365 with Universal Resource Scheduling.
Sr. Program Manager, D365 Engineering.