Configure the schedule board for resource availability

The Dynamics 365 for Field Service schedule board provides an overview of resource availability and bookings you can make. Before you use the schedule board, it is important to set up the views and filters to your preference. Applicable to Dynamics 365 (online) ==> Field Service, version 9.x Important To use the schedule board booking functionality,…

Schedule anything with Universal Resource Scheduling

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…

FieldOne Basics

Originally posted on CRM Backlog:
After completing the FieldOne Certification, I tried to list done some important terms and features of FieldOne and how they relate to standard CRM service module entities. As built on top of Dynamics CRM, it uses all the powers of Dynamics CRM with an addition to FieldOne services like Schedule…