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Block time off for resources on the schedule board without changing the working hours

I was recently chatting with a dispatcher who expressed that they would like to block time off on the schedule board for resources without needing to interact with the working hours. I am switching gears on this post putting on my implementor hat. We will look for ways to enable this scenario natively in the

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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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Enhancements and Bug Fixes for Field Service Version 7.5.13.73

Applies to: Field Service version 7.5.13.73 on Dynamics 365 for Customer Engagement version 9.x Visit the Admin Center for Dynamics 365 solutions page to install the update. For details, refer to how to install or update a preferred solution. Please visit Field Service Docs for Field Service updates and related content. End of Life Notice

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Enhancements and Bug Fixes for Field Service Version 8.8.3.533

Applies to: Field Service version 8.8.3.533 on Dynamics 365 for Customer Engagement version 9.x Visit the Admin Center for Dynamics 365 solutions page to install the update. For details, refer to how to install or update a preferred solution. Please visit Field Service Docs for Field Service updates and related content. Field Service enhancements Enhancements

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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 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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How to change advanced settings for the Schedule Assistant

There are advanced settings in the filter control that allow you to change the behavior of the Schedule Assistant. Options include: Real Time Mode Allow Overlapping (Ignore Proposed Bookings) (Multiday) Ignore Travel Time Ignore Duration   By default, these are all deselected, except for Ignore Proposed Bookings, which is selected by default. What if you

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