Universal Resource Scheduling in Microsoft Dynamics 365 for Field Service

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

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

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

In this module, you will:

• Set up and deploy Resource Scheduling Optimization.
• Learn about the configuration options and define optimization goals, scopes, and schedules.

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.

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