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Universal Resource Scheduling in Microsoft Dynamics 365 Field Service

Offered By: Microsoft via Microsoft Learn

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Microsoft Dynamics Courses Configuration Management Courses

Course Description

Overview

  • Module 1: Learn how to configure Field Service resources.

    • In this module, you will:

    • Identify the different types of resources available
    • Define supporting resource components such as characteristics, roles, and organizational units
    • Setup an individual bookable resource
    • Geocode resources, starting and ending locations, and viewing in the map
    • Define pools, crews, and facilities
  • Module 2: Dispatchers and schedulers need to easily identify and schedule resources to work on jobs. They should be able to identify which scheduling method will best be used based on the scenario that they are trying to schedule. When scenarios arise that require assistance, dispatchers can use the schedule assistant to provide recommendations based on requirements that are defined for the job. Many times, items that are scheduled will need to be rescheduled or assigned to a different resource. With Dynamics 365, schedule board dispatchers can easily identify which items need to be rescheduled and either reschedule them or rebook them to a different resource.

    • In this module, you will:

    • Identify scenarios where the different field service scheduling options could be used
    • Navigate, filter, and modify basic schedule board settings
    • Manually schedule and reschedule items on the schedule board
    • Use the resource availability search (schedule assistant) to schedule items on the schedule board
  • Module 3: Learn how to customize Field Service schedule board.

    • In this module, you will:

    • Define each pane in schedule board
    • Edit schedule board views and tooltips
    • Edit map pane
    • Schedule board alerts
    • Extend schedule board with JavaScript and HTML
  • Module 4: Learn how to setup and deploy Resource Scheduling Optimization in this module. Topics include configuration options, defining optimization goals and scope as well as optimizing schedules.

    • In this module, you will:

    • Set up and deploy Resource Scheduling Optimization.
    • Learn about the configuration options and define optimization goals, scopes, and schedules.
  • Module 5: This module explains how to work with the schedule board, booking conflicts, and use single resource optimization, and then provides some basic troubleshooting steps.

    • In this module, you will learn about:

    • Resource Scheduling Optimization (RSO) scenarios.
    • Using RSO schedule boards.
    • Working with locked bookings and resolving conflicts.
    • Single resource scheduling and troubleshooting tips.
  • Module 6: Learn how scheduling works in Field Service.

    • In this module, you will:

    • Define and use resource pools in scheduling scenarios
    • Use the facility scheduling feature to book specific facilities for work
    • Define and schedule crews using the schedule board

Syllabus

  • Module 1: Configure bookable resources in Dynamics 365 Field Service
    • Overview of bookable resources
    • Setup and configuration
    • Define bookable resources
    • Work with crews, facilities, and pools
    • Configure entities for URS
    • Exercise - Set up and configure bookable resources
    • Check your knowledge
    • Summary
  • Module 2: Manage scheduling options in Dynamics 365 for Field Service
    • Overview of scheduling capabilities
    • Overview of the schedule board
    • Schedule and reschedule
    • Reschedule and move items
    • Exercise - Schedule items
    • Check your knowledge
    • Summary
  • Module 3: Customize the schedule board in Dynamics 365 Field Service
    • Work with multiple schedule boards
    • Schedule Board options
    • Design and use views with the Schedule Board
    • Configure schedule board filter queries
    • Exercise - Customize the Schedule Board
    • Check your knowledge
    • Summary
  • Module 4: Deploying Resource Scheduling Optimization
    • Resource Scheduling Optimization overview
    • Setup and deployment options
    • RSO configuration options
    • Define optimization goals
    • Define optimization scopes
    • Define optimization schedules
    • Check your knowledge
    • Summary
  • Module 5: Use Resource Scheduling Optimization for Dynamics 365 Field Service
    • Resource Scheduling Optimization scenarios
    • Use RSO from the schedule board
    • Work with locked bookings and resolve conflicts
    • Single resource scheduling
    • Troubleshooting tips
    • Check your knowledge
    • Summary
  • Module 6: Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service
    • Schedule multiple resources and facilities
    • Define resources
    • Work with fulfillment preferences
    • Work with requirement groups
    • Crew facility resource pool scheduling
    • Exercise - Schedule multiple resources
    • Check your knowledge
    • Summary

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