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This is the 4th blog of this series, before this I have created a blog on the topic “configure products andservices pricing” from Module 1 which you can check here : MB2-877 MICROSOFT DYNAMICS 365 FOR FIELDSERVICE MODULE 1 TOPIC – CONFIGURE PRODUCT AND SERVICE PRICING
In this blog we will cover up the topic from the module 1 “Configure bookable resources“
Let’s understand what is a bookable resource, well, a bookable resource in Field Service is anything that you’re going to need to carry out a work order. Now, it could be a user, so an employee of your organization that is actually going to go out in the field and work through something. And it doesn’t necessarily have be a person it could be anything in field service. To create a field service from your field service >click on “Resource Scheduling” and then on “Resources”:
below the are main fields that needs defining when creating a bookable resource:
Resource Type – Can be of type User or Contact or Account etc. Skills & Certifications – Resource Skills and achievements Roles & Categories – Resource’s Roles Working Schedule – Resource’s work routine i,e start & end time. Hourly Rate – Resource’s Charges. Location Information – Work start and end location. Schedule Board Display Options – Yes/No Territory Information – Territory a resource belongs to.
you will have to complete all this information here on the different tabs available below such as “project service”, “field service” & Scheduling:
To Enable go to from Field Service > Resource Scheduling > Administration and click on Scheduling Parameters:
Change “Connect to Maps” field to “Yes”. Once you do that you will be presented with a warning popup. Click okay and the mapping functionality will be enabled.
To see this open an account and from ribbon navigation click on “Geo Code“:
It will then actually try to map the address given on this account to an actual physical address on the map and give you suggestion. select and click okay and save the account.
To define this – follow step 1 given above for creating a bookable resource and go to “Scheduling” tab:
you get couple of option which means as below:
a. Resource start and end locations are used to help plot a resource’s daily route
b. Start and end locations can be defined as:
c. Address play a direct role in whether a resource is suggested for a Work Order in the Schedule Assistant
So, this is it – i will see you in the next blog.
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