Skip to main content

Notifications

Announcements

No record found.

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

Modulate requirements for a resource by calendar

Posted on by 5

Hello all,

I have a Field Service scheduling question...

I would like to know if there is a way to change characteristics or skill for a resource schedule. For example, the resource has this characteristic (or skill) on mondays and tuesdays but not the rest of the week....

Were trying to find a way to simplify on-site and video meetings without having to create two resources for the same person...

Suppose the resource is working remotely two days of the week and on location the rest of the week...

Some requirements are for video meeting and some for "at location" meeting... We would like to schedule a video meeting, for example, when the resource will be remote... and on-site meetings when the resource will be at the office....

What we did was to create two resources for the same person... One of on-site meeting and the other for video meeting. Then, we have to create two different schedules.... Which is not perfect and forces us to use other means to see the real resource allocation...

Any thoughs ?

Thanks !

 McLeod   (Montréal)

  • McLeod T Profile Picture
    McLeod T 5 on at
    RE: Modulate requirements for a resource by calendar

    Yes you're right

    But it will be difficult to maintain...  

    I hope Microsoft will add some new features to to it

    Thanks !

  • Verified answer
    Steve Zhao2 Profile Picture
    Steve Zhao2 on at
    RE: Modulate requirements for a resource by calendar

    Hi McLeod T,

    There is no OOB way to achieve this. All I can figure out is that you can create two scheduled cloud MS flow.

    One is triggered on every Monday, which is used to make the resource associated with the character.

    pastedimage1666852626414v1.png

    Another is triggered on every Wednesday to remove the association.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans