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- Learn how to configure Field Service resources.
This module explains how to:
- Identify the different types of resources available
- Define supporting resource components such as characteristics, roles, and organizational units
- Set up an individual bookable resource
- Geocode resources, starting and ending locations, and viewing in the map
- Define pools, crews, and facilities
- Dispatchers and schedulers need to easily identify and schedule resources to work on jobs. They should be able to identify which scheduling method is best based on the scenario that they're trying to schedule. When scenarios arise that require assistance, dispatchers can use the schedule assistant. The assistant provides recommendations based on requirements that you define for the job. Many times, you need to reschedule items or assign them 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'll:
- 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
- Configure filters, queries, and entities to optimize the schedule board for easier scheduling in Dynamics 365 Field Service.
This module explains how to:
- 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.
- Discover how to setup and deploy Resource Scheduling Optimization, including configuration options, and defining optimization goals.
This module explains how to:
- Set up and deploy Resource Scheduling Optimization.
- Learn about the configuration options and define optimization goals, scopes, and schedules.
- This module explains how to work with the schedule board, booking conflicts, and single resource optimization, and then provides some basic troubleshooting steps.
In this module, you learn about:
- Resource Scheduling Optimization (RSO) scenarios.
- Using RSO schedule boards.
- Working with locked bookings and resolving conflicts.
- Single resource scheduling and troubleshooting tips.
- Explore advanced scheduling options, resource pooling, and facility booking for efficient service delivery in Dynamics 365 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
