Scheduling while traveling

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Posted on by myintuition

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I have many resources that Travel (fly) to different locations. They stay in hotels so there is no organization present.

when scheduling a work order, I want to be able to determine the closes resource that includes resources when they will be in another location.

They do stay there for several weeks.

Is there something I could update/configure to search for these resources?

So far I have set up the resources to always use Resource Address.

I tried updating the latitude and longitude of the resource, but it seems to always use the Users home address and ignores the latitude and longitude.

So as of right now I just have to refer to spreadsheets to determine where the resource is and manual schedule them.

I am sure I must be doing something wrong.

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Kewei Zhou 5 on at

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RE: Scheduling while traveling

This is a quite common business requirement in Dynamics URS module and you can refer to our official document to check the detail setup: https://docs.microsoft.com/en-us/dynamics365/common-scheduler/schedule-travel-time

Hope it would help for your ask

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Al Iggs on at

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RE: Scheduling while traveling

A common workaround is to create a 1-minute dummy booking at the beginning of the working day (optionally at the end of the day as well) with the location of the hotel. This way schedule assistant, RSO and travel duration should take this location into consideration.

You may also want to give a thumbs-up for this idea: experience.dynamics.com/.../

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AppJetty 1,019 on at

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RE: Scheduling while traveling

Hello,

I suggest one module Quick Maps plugin is compatible with mobile devices which gives all the sales and marketing managers the flexibility to access data from anywhere and everywhere. Use the Dynamics 365 map integration from the Dynamics 365 mobile app and perform multiple actions right from the app.

Get an overview of your daily activities marked with priorities and manage your schedule accordingly with our Dynamics 365 field mapping. Here you can schedule the meeting anywhere and for your client or any person if you want any meeting schedule for him only just put the location and time and share with him.

This plugin makes your work easy.

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moko33 1,788 on at

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RE: Scheduling while traveling

Have you thought about creating am Organizational Unit for the hotel? If it is for several weeks, I think it would be worth the effort. Than switching the Resources Start and End Location to Org Unit and referencing the Hotel Org Unit in the Ressource.

Or do you have other dependencies to their original Org Unit that would be an obstacle?

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GuestSavian 25 on at

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RE: Scheduling while traveling

Sorry, don't know any

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MineBrace 15 on at

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RE: Scheduling while traveling

I've had to coordinate with team members who were on the go. One thing that might help is ensuring you have the most up-to-date information on each resource's location. Google Maps is handy in those cases. You can see exactly where they are and determine the closest resource to them.Iy helped me when I had the chance to visit a few years ago Serengeti National Park. If you're into wildlife and beautiful landscapes, I highly recommend checking it out. This place has some great tour options if you're interested: https://altezza.travel/en/park/serengeti

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James @ Warp 25 on at

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RE: Scheduling while traveling

Hi,

I appreciate this reply is quite late but we've released a product on AppSource to address this short coming in Field Service. It essentially does the workaround suggested by Alexander but makes it far easier for your users to manage. There is a free trial if you'd like to give it a go. You can find it here: appsource.microsoft.com/.../warptechnologiesltd1670946088918.warp_rlo

If you need anything more on it you can contact me james.taylor@warp.co.uk

Thanks,

James

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Inogic 651 on at

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Scheduling while traveling

Hi,

To address your challenge of scheduling resources who frequently travel and stay in different locations, Maplytics offers a powerful solution integrated with Dynamics 365 that can help you streamline this process.

You can update the latitude and longitude of your resources in Maplytics to reflect their current location rather than their home address. Maplytics allows dynamic updating of location data based on where the resource will be staying for a certain period. This can be configured to adjust automatically as resources change locations.

Maplytics can automatically schedule and optimize routes based on real-time location data. It accounts for traffic, distance, and proximity of available resources to the work order location. This eliminates the need for manual tracking via spreadsheets and the tracking can also be done on mobile devices.

Maplytics allows you to perform Real-Time Tracking of field reps, finding resources nearest to the work order location. You can also search for resources within a specified radius of the work location and allocate the nearest available person, even if they are temporarily stationed far from their home base.

Integrating with Dynamics 365 Field Service, Maplytics helps automate resource scheduling based on their current or upcoming location without relying on static home addresses. By using Maplytics, you eliminate manual errors and ensure smooth scheduling for mobile resources who frequently travel, helping you leverage location data dynamically and improving efficiency in resource allocation.

Maplytics is a storehouse of unique features that increase efficiency and productivity. You can experience the same with a 15-day free trial or simply connect with the team at crm@inogic.com for a free personalized demo. It may help you resolve more problems than just one!

Thanks,

Sam

Email: crm@inogic.com

Website: www.inogic.com

Blog: www.inogic.com/blog

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