Automatic Update Policy for Project Service
The Project Service (PS) solution will enable system-driven, automatic updates, in alignment with other Microsoft announcements that have highlighted the improved update process for Dynamics 365.
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Applies to: Dynamics 365 Organization 9.0+ with Universal Resource Scheduling 3.8.x version
In the latest Field Service v8.8.x/Universal Resource Scheduling v3.8.x update, we released the Search Resource Availability API for scheduling single requirements. A list of available resources and their time slots can be retrieved by passing the details of a single resource requirement to this API as input. In this blog post, we will walk you through a scenario with an example of how to use this API.
Let’s consider this scenario: You are looking for list of available resources and their time slots for a requirement in which you have specific constraintsFrom and To dates of the requirement, Duration of the requirement, Effort needed for the requirement, Resource Types, Resource Characteristics, Rating, Roles, Territories, Organizational Units, and Resource preferences (preferred and restricted resources).
To be precise, in our example we are looking for available robotics technicians (Resources: Account, Contact, User) for three hours of work over the next three days, who are familiar with assembly maintenance in the Washington Territory and belong to the Organizational Units Seattle OU or Redmond OU.
Here is the list of input parameters used for our resource requirement and the exact values used in our example:
To execute this search against your organization, you can download the sample files here. Once you download the sample folder, follow these steps:
We can see the list of time slots returned for the resources who match the search criteria with time slot types Off, Available, Scheduled returned. Jorge GaultandJoseph Gonsalvesare the two potential resources who can fulfill our Resource Requirement/Work Orderbetween the times of 09:00 to 17:00 hours GMT on June 26th and 27th.
Once these time slots are returned by the API, you could choose to display the available time slots on your custom web portal, app or a canvas app. If the user chooses an available time slot, you could use your custom logic to create a booking.
A few other scenarios that could leverage the API are as follows:
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Docs: The primary documentation for Dynamics 365 for Field Service.
Scheduling Docs: Documentation for Resource Scheduling.
Learn: Learning path for Resource Scheduling.
Field Service YouTube Channel: Includes concept videos for Field Service.
Ideas: The portal where you can contribute product feedback and ideas for Resource Scheduling.
Forum: Go here to ask questions, find answers, and see upcoming events.
Blog: On the blog, you’ll find ongoing release notes and posts from the product team.
The post How to use Resource Scheduling’s Search Resource Availability API appeared first on Dynamics 365 Blog.
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