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Service | Customer Service, Contact Center, Fie...
Answered

Schedule Resource Groups with RSO

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Posted on by 2,587

Dear community,

I encountered the following situation:

  • We know that we can optimize all resources, one by one: “Resources: Anyone or anything that needs to be scheduled to a job including people, equipment, and facilities.” Overview of Resource Scheduling Optimization for Dynamics 365 Field Service | Microsoft Docs
  • However, if we want to book 2 resources in the same time, we must create resource groups – this resource group is formed by using an user and an equipment (truck). The manual finding of resources and suggestions works fine. Unfortunately, I cannot manage to optimize Work Orders with resources groups 
  • when running the RSO, the Optimization process skips the work orders that have Resource Groups (therefore 2 or more resource requirements)

Do you know if we can schedule Resource groups, or 2 or more resources on the same Work Order when we run the Resource Scheduling Optimization?

many thanks

nicu

I have the same question (0)
  • Anthony Trott Profile Picture
    Microsoft Employee on at

    Hi Nicu,

    The Resource Scheduling Optimization will take into account the resource roles added to a requirement. If for example, the requirement calls for a resource with the role "Robotics Engineer," Resource Scheduling Optimization will schedule to a resource that has that role. With Resource Scheduling Optimization, if the requirement calls for two resource roles, RSO will schedule the requirement to resources that have either of those roles.

  • Verified answer
    Rchrd Profile Picture
    30 on at

    Resource Groups are not supported with the RSO.

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