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6 tips for global versus local changes – Universal Resource Scheduling

In global CRM implementations, there is a fine line between changes that must be global versus changes that can be managed locally without affecting the entire organization. There are unique requirements for local implementations, and autonomy is essential to enable local branches to swiftly adapt to their unique requirements without jeopardizing the global implementation. I

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Scheduling versus dispatching – Universal Resource Scheduling

Depending on your organization, you might create bookings and want them to immediately appear on your field technicians mobile devices. But what if you want to plan the whole day and have new bookings appear for technicians as you see fit? The field service industry often refers to this differentiation as “scheduled versus dispatched.” Out

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9 tips to maximize your screen real estate on the schedule board

The schedule board is the primary work space for dispatchers, and every pixel of real estate is essential for maximum productivity. Depending on your monitor, opening the schedule board may initially only let you see a handful of resources and a few unscheduled requirements, and that’s before expanding the filter panel or the details panel!

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How to enable Unified Interface apps of Field Service and Project Service Automation

As announced earlier this year, the non-UCI versions of Field Service and Project Service Automation are going end of life. As of July 29th 2019, Microsoft has empowered administrators to enable their existing environments that currently have Field Service (FS) version 7.x and Project Service Automation (PSA) v2.x to upgrade to FS v8.x and PSA

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Understanding how views work on Schedule Assistant

  Have you ever wondered, when you are using Universal Resource Scheduling to schedule your requirements or work orders and are searching for a requirement, which view the Schedule Assistant displays in? Well, it is determined by either the point of entry into the Schedule Assistant (Find Availability on the Schedule Board or Book on

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Enhancements and bug fixes in Universal Resource Scheduling (URS) version 3.8.0.105

Applies to Universal Resource Scheduling solution (version 3.8.0.xx), Field Service application (version 8.8.0.xx), and Project Service Automation application (version 3.8.0.xx) on Dynamics 365 version 9.1.x) Were pleased to announce the latest update to Universal Resource Scheduling (URS), powering the Customer Service, Field Service, and Project Service Automation applications for Microsoft Dynamics 365. This update includes

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The post Enhancements and bug fixes in Universal Resource Scheduling (URS) version 3.8.0.105 appeared first on Microsoft Dynamics 365 Blog.

Enhancements and bug fixes in Universal Resource Scheduling (URS) version 2.4.12.92

Applies to Universal Resource Scheduling solution (version 2.4.12.xx), Field Service application (version 7.5.10.xx), and Project Service Automation application (version 2.4.13.xx) on Dynamics 365 version 9.1.x (web client) Were pleased to announce the latest update to Universal Resource Scheduling, powering the Field Service and Project Service Automation applications for Dynamics 365. This update includes improvements to

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The post Enhancements and bug fixes in Universal Resource Scheduling (URS) version 2.4.12.92 appeared first on Microsoft Dynamics 365 Blog.

How to sort results by total available time when searching for resource availability

When using the Schedule Assistant to look for available resources to schedule a work order or fulfill a requirement, you can sort the resources displayed to find the best matching resource. Out of the box, the sorting can be done on one of these fields: Name Rating Value Total Available Time On the Schedule Assistant,

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How to ignore travel time when searching for resource availability

The Schedule Assistant in Universal Resource Scheduling has an option to “Ignore Travel Time” when searching for availability. This option allows you to search for a resource within a certain radius, but it does not require the resource to be free for both the entire duration of the requirement AND the time it takes to

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Enhancements and bug fixes in Universal Resource Scheduling (URS) version 3.7.0.70

Applies to Universal Resource Scheduling solution (version 3.7.0.xx), Field Service application (version 8.7.x.xx), Project Service Automation application (version 3.7.0.xx) on Dynamics 365 version 9.1.x) Were pleased to announce the latest update to Universal Resource Scheduling (URS), powering the Customer Service, Field Service, and Project Service Automation applications for Microsoft Dynamics 365. This update includes improvements

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The post Enhancements and bug fixes in Universal Resource Scheduling (URS) version 3.7.0.70 appeared first on Microsoft Dynamics 365.