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Universal Resource Scheduling for Dynamics 365 for Field Service


In: Dynamics 365

Learn how to leverage Dynamics 365’s Universal Resource Scheduling solutions to effectively locate and schedule qualified resources based on customized scheduling criteria to meet your organizational needs.

After completing this course, you will be able to:

  • Identify the core components used to schedule items.

  • Configure the application to best leverage the scheduling features.

  • Leverage scheduling features to locate and schedule resources for work.

  • Tailor the application to best represent organizational needs.

  • Develop solutions that can be used to schedule single or multiple resources.

  • Identify the extension options available as part of Universal Resource Scheduling.

Course Outline
Module 1: Universal Resource Scheduling

  • URS overview and configuration

  • Enabling entities for URS

  • Entity customization and automation considerations
    Module 2: Managing scheduling options

  • Using the Schedule Board

  • Scheduling items

  • Rescheduling and substituting resources

  • Crew and resource pool scheduling
    Module 3: Customizing the Schedule Board

  • Configure the schedule board

  • Create additional schedule boards

  • Leverage Dynamics 365 views with the schedule board

  • Configure schedule board queries and filters

  • Working with requirement groups
    Module 4: Resource Scheduling Optimization

  • Resource Scheduling Optimization overview

  • Defining optimization goals

  • Defining optimization scopes

  • Defining optimization profiles

Prezzo di listino

320,00 EUR + IVA


  • 7 ore


Basic understanding of Dynamics 365 features, functionality, and navigation.

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