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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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Service scheduling in Dynamics 365 for Customer Service

What is service scheduling? Service scheduling allows organizations to schedule service appointments with their customers such as post-sales, customer service, product demos etc. Imagine the following scenario: Contoso is a premium bicycle brand in Washington state that produces the most sophisticated bikes in the country. They take great care of their customers and have many

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Migrate from legacy Service Scheduling to the Service Scheduling on Unified interface

The new Service scheduling on Unified interface in built on top of Universal resource scheduling. If you are using legacy Service scheduling on web client and are planning your move to Unified interface, you need to plan your migration of data from legacy Service scheduling data to the new one. Once you plan your migration,

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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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Release Notes for Universal Resource Scheduling Version 3.6.0.18

Applies to Universal Resource Scheduling solution (version 3.6.0.xx), Field Service application (version 8.6.x.xx), Project Service Automation application (version 3.6.0.xx) On Dynamics 365 version 9.0.x) Werepleased to announcethe latestupdate to Universal Resource Scheduling, powering the Customer Service, Field Service, and Project Service Automation applicationsfor Dynamics 365.This release includesimprovements to quality, performance,and usability,and isbased onyourfeedback and

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Release Notes for Universal Resource Scheduling Version 2.4.10.56

Applies to Universal Resource Scheduling solution (version 2.4.10.xx), Field Service application (version 7.5.8.xx), Project Service Automation application (version 2.4.11.xx) On Dynamics 365 version 9.0.x (web client) Werepleased to announcethe latestupdate to Universal Resource Scheduling, powering the Field Service and Project Service Automation applicationsfor Dynamics 365.This release includesimprovements to quality, performance,and usability,and isbased onyourfeedback and

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The post Release Notes for Universal Resource Scheduling Version 2.4.10.56 appeared first on Microsoft Dynamics 365.