October '18 release features in Universal Resource Scheduling

1. URS in Dynamics 365
October '18 release
features in Universal
Resource Scheduling
Stefan Strube
21-3-2019 v0.8

2. Stefan Strube
• Solution Architect @ Strukton (NL)
• Co-founder Dutch CRM user group CEProNL
• Co-founder Dutch PowerApps & Flow User Group
• Blogger, speaker at community events
2October '18 release features in Universal Resource Scheduling

3. Agenda
• Universal Resource Scheduling
• October '18 release features
• Demo based on use case
• Wrap up
3October '18 release features in Universal Resource Scheduling

4. Resource Scheduling
Bring Requirements & Resources together
• Resource Requirements
 Bookable Resource Bookings
• Bookable Resources
4October '18 release features in Universal Resource Scheduling

5. Universal Resource Scheduling
Schedule anything with Universal Resource Scheduling
• Field Service
• Project Service Automation
• Customer Service (after upgrade)
• Sales (enable scheduling for entities)
• Project (integration with CDS)
5October '18 release features in Universal Resource Scheduling

6. Resource Scheduling
• Manual scheduling with the schedule board
• Semi-Automated scheduling with the Schedule
Assistant
• Fully Automated scheduling with Resource Scheduling
Optimization
6October '18 release features in Universal Resource Scheduling

7. Create Resource Requirements
Requested:
• Date/Time, Duration, Location, Categories,
Characteristics, Preferences, …
• Relationship field mapping
How to create:
• Manual
• Book button
• Workflow / Flow
7October '18 release features in Universal Resource Scheduling

8. URS introduction
Time off request
• Time off request entity
• Set color
• Automated requirement creation
• Automated booking creation
8October '18 release features in Universal Resource Scheduling

9. Schedule board is fully customizable
Entities used on the schedule board
• Bookable Resources Entity Views
• Organizational Units Entity Views
• Resource Requirements Entity Views
• Bookable Resource Bookings Entity Views
• Booking Alert Status Entity Views
9October '18 release features in Universal Resource Scheduling

10. Universal Resource Scheduling
In Dynamics 365
• Tip #867: Video Guide to Dynamics 365 Unified
Scheduling (April 28, 2017)
• Unified Interface since 2018
• October '18 release: “essential” features
10October '18 release features in Universal Resource Scheduling

11. October '18 release features
1. Multi-resource scheduling
2. Crew scheduling
3. Pool scheduling
4. Facility scheduling
5. Fulfillment preferences
6. Capacity scheduling
7. Schedule board split view
8. In-form scheduling
11October '18 release features in Universal Resource Scheduling

12. Demo based on use case
• Start
12October '18 release features in Universal Resource Scheduling

13. The A-Team on tour
• Crew scheduling: The A-team
• Multi-resource scheduling: film production team
• Pool scheduling: stunt persons
• Facility scheduling: film location
• Fullfillment preferences: time slots
13October '18 release features in Universal Resource Scheduling

14. Crew scheduling
Crews are ideal for scenarios where:
• a group of resources will work
together for a set number of days,
weeks, or months.
• a crew meets at a location in the
morning, shares a vehicle, and is
together all day from job to job.
• a new employee is shadowing a
veteran to learn new skills.
14October '18 release features in Universal Resource Scheduling

15. Pool scheduling
• Planning
• Scheduling
15October '18 release features in Universal Resource Scheduling

16. Multi-resource scheduling
• Resource Requirement Groups
• Resource Requirement Group Templates
• Subgroups for matching priority
16October '18 release features in Universal Resource Scheduling

17. What’s the output?
Bookable Resource Bookings
• Charts ?
• Reports ?
• Excel Templates ?
• Power BI ?
• Project visuals?
• Print from schedule board
17October '18 release features in Universal Resource Scheduling

18. Wrap up
18October '18 release features in Universal Resource Scheduling

19. Tips & Tricks
XrmToolBox plugin
• Set Work hours for bookable resources
Flow
• Add users to Organizational Units based on City field
• Add user images from Office 365
19October '18 release features in Universal Resource Scheduling

20. Resources
Microsoft Docs
• Overview of Universal Resource Scheduling (URS)
• October ‘18 Universal Resource Scheduling (URS)
• Service scheduling powered by Universal Resource
Scheduling
• Learn: Universal Resource Scheduling in Microsoft
Dynamics 365 for Field Service
20October '18 release features in Universal Resource Scheduling

21. Questions ?
• Twitter: @StefanS365
• Blog: https://2die4it.com
21October '18 release features in Universal Resource Scheduling