Schedule anything with Universal Resource Scheduling

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Schedule anything in Dynamics 365 using Universal Resource Scheduling. You can enable scheduling for any entity including custom entities.

For example, you can enable scheduling for the opportunity form and schedule marketing visits for your opportunities. You can also do this for the case form and schedule time to work on cases.

This is applicable for Sales, Customer Service, Field Service, Project Service Automation

For organizations that use:

Note

This feature was introduced in CRM Online 2016 Update and CRM 2016 (on-premises) by the name of Interactive Service hub. With the December 2017 update, Interactive Service hub is now known as Customer Service Hub.

Prerequisites

Before you can start using Universal Resource Scheduling, make sure you have the following:

  • You will need to have either Dynamics 365 for Field Service or Dynamics 365 for Project Service Automation.
  • A license for Universal Resource Scheduling which includes an Azure subscription. More information: Onboard your organization and users to Dynamics 365 (online)
  • To manage the solution once it has been deployed you will need user credentials with Universal Resource Scheduling security role.

Enable scheduling for an entity

When scheduling is enabled for an entity, the system creates a resource requirement record for the entity. This way, when you create a resource requirement, the system automatically checks which entity the resource requirement is for.

  1. From the main menu, click Resources Scheduling > Administration.
  2. Click Enable Resource Scheduling for Entities.
  3. On the Setup Wizard – Enable Scheduling, click Add Entity and select the entity that you want to enable scheduling for.
  4. Click Booking Relationship and select Create New Relationship.
  5. Click Requirement Relationship and select Create New Relationship.

    Note

    If you already have relationships created then you can select form an existing relationship.

  6. Click Publish Customization.
  1. On the BOOKING SETUP METADATA: INFORMATION form, use the tooltips to edit the default opens.

    Note

    To update the Booking Status Field Logical Name, you will first need to customize the system to add additional statuses. More information: Customize your Dynamics 365 system – define status reasons

    In attribute settings sections field, can be mapped from entity that was enabled for scheduling to fields on booking requirement. For example, from Date, to Date, Territory, Duration and others.

  2. When you’re done, click Save on the lower right corner.

Edit or turn off scheduling for an entity

  1. From the main menu, click Resources Scheduling > Administration > Enable Schedulable for Entities.
  2. From the list of Enable Entities, double click on the entity that you want to edit.
  3. When the BOOKING SETUP METADATA: INFORMATION form opens, do one of the following:
    • To turn off scheduling for the entity, on the command bar, click DEACTIVATE. On the Confirm Deactivation dialog box, click Deactivate.
    • Or, you can edit the form and when you’re done, click Save on the lower right corner.

Schedule something

Step 1: Create a resource requirement

  1. From the main menu, click Sales, Service, or Marketing.
  2. Choose and entity that has scheduling turned on. For example, let’s say it’s turned on for the Leads entity. In this case, from the main menu you would choose Marketing > Leads.
  3. From the list of leads choose an existing lead.
  4. When the form opens, go to the sub-grid menu, and click Resource Requirement.
  5. Under the Resource Requirement Associated View, click New.
  6. On the Resource Requirement form, use the tooltips to fill in the inform required information.
  7. When you’re done, click Save.A plugin runs and checks the relationships and automatically sets the booking set-up metadata relationship appropriately.Step 2: Schedule the booking requirement

    To learn more about the schedule board, Configure the schedule board.

    There are few different ways to schedule a booking requirement:

  • Option 1: Right click on an unscheduled booking and find available resources.
    1. From the main menu, click Resource Scheduling > Schedule Board.
    2. From the Booking Requirement list, right click on an unscheduled booking and choose one of the following:Choose Find availability – Current Resources to find available resource from the list of resources on the schedule board.-Or-

      Choose Find availability -Current Resources, to find available resource from resources in the system.

      Note

      When you do this, the filters will show the options for the selected booking requirement. If you can’t find a available resource for the book, try adjusting the filters.

    3. When you see the available slot right click on the time slot on the schedule board and choose Book Here. Or, drag and drop the booking requirement to the available time slot.
  • Option 2: Drag an unscheduled booking requirement from list view to the schedule board.
    1. From the main menu, click Resource Scheduling > Schedule Board.
    2. Select an unscheduled booking requirement from the list at the bottom.
    3. Drag the item to an available resource/time slot on the schedule board.
  • Option 3: Schedule a booking requirement form the entity form.
    1. From the main menu, click Sales, Service, or Marketing.
    2. Choose and entity that as scheduling turned on.For example, let’s say it’s turn on for the Leads entity. In this case, from the main menu you would choose Marketing > Leads.
    3. From the list of leads, choose the lead that you want to schedule a booking for.
    4. When the lead form opens, on the command bar, click Book.
    5. Use the schedule assistant to book the requirement.

Note: This applies to Dynamics 365 (online), version 9.x

Good Walk throw for Universal Resource Scheduling  you-tube by Edgewater Fullscope

Curtsy: MSDN ==> Field Service / Project Service Automation

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