Universal Resource Scheduling for Dynamics 365 for Field Service (MB-240T03-A)

Prerequisites
 
Basic understanding of Dynamics 365 features, functionality, and navigation.
 
Course Objectives
 
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.
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Course Outline

 

Module 1: Universal Resource Scheduling

Lessons

  • URS overview and configuration
  • Enabling entities for URS
  • Entity customization and automation considerations

Module 2: Managing scheduling options

Lessons

  • Using the Schedule Board
  • Scheduling items
  • Rescheduling and substituting resources
  • Crew and resource pool scheduling

Module 3: Customizing the Schedule Board

Lessons

  • 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

Lessons

  • Resource Scheduling Optimization overview
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles