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

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. 

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