Applies to: Dynamics 365 Organization July Update with Project Service Automation and/or Field Service Solution
With the goal of continuously improving quality, performance, usability, and responding to some customer feature feedbacks, we recently released Resource Scheduling Optimization v1.5.17284.2 update, below are the new features and capabilities introduced in this release.
NOTE: Resource Scheduling Optimization v1.5.17284.2 update is backward compatible with Dynamics 365 v8.2 organization, can be deployed on either Dynamics 365 v9.0 organizations or Dynamics 365 v8.2 organizations, but ‘Schedule Board Integration’ feature is only available on Dynamics 365 v9.0 organization
Required Configuration Post Resource Scheduling Optimization Deployment
How to Setup Demo Data for Resource Scheduling Optimization
New features for Resource Scheduling Optimization July 2017 Update Release
NOTE: Only user with ‘System Administrator’ role has permission to enable this
Need some sample data to get familiar with resource scheduling optimization? Check this blog post
NOTE: This feature is only available when you have Dynamics 365 organization with version 9.0+, if you are still using old Dynamics 365 organization with version 8.2, you won’t be able to see schedule board integration feature
Feature Overview: with Schedule Board integration this new capability, user can:
How to get there: Navigate to your Optimization Schedules, select your schedule, click ‘SCHEDULE BOARD’ button on the grid view, or open Optimization Schedule record form, click ‘SCHEDULE BOARD’ button on the form
Feature Details: After click ‘SCHEDULE BOARD’ button, able to see below view
Feature Details: If any exception/error happens when optimization schedule still running, user might see overlapping on schedule board because there are some bookings created/updated from latest run while there are still some bookings belong to previous run which supposed to be deleted by latest run but failed to be deleted due to exception. To avoid this issue, we are making optimization process atomic and transactional by introducing a Simulation status. During optimization process, create, update and deleted operations are visible to the user now, all new/updated/to be deleted bookings are in a staging stage called ‘Simulation’, only if the whole optimization request completed and correctly, these simulation bookings will be flipped into real bookings , before optimization request complete, user can see some simulation status(transparent) bookings moving around schedule board until run completed , then all simulation bookings will be flipped into real bookings (solid blue color). If exception happens, optimization request failed, these simulation booking will remain Simulation status for troubleshooting purpose, unless user manually deletes them or system job will delete them as well automatically every 2 weeks.
More secure and reliable oAuth authentication for Resource Scheduling Optimization deployment app, also reduce the administrative tasks for maintaining Dynamics 365 user credentials
For more information:
Dynamics 365, Field Project Service Team