Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Field Service forum / Resource Scheduling - ...
Field Service forum

Resource Scheduling - Cascade Crew Changes?

Posted on by Microsoft Employee

I have used the Field Service module and whenever I create a croup of resources and schedule a task. The group and the members (user, resource, etc.) of the group will be scheduled automatically. Also, if I reschedule the group - then all members in the group will also be rescheduled/updated to the new changed timeslot.

Now I don't want to use the workorder for scheduling (mainly because of it's association with billing and other entities) - I have created a new entity for which I have enabled the "Universal Resource Scheduling".

The problem is when I now schedule a group resource, nothing is scheduled for the group members. I have tested multiple ways to configure this, but not succeeded (Set "Cascade Crew Changes" to "Yes" on all members + group, Added the group to the "Resource Group" field, etc.).

Question 1: Is it even possible to handle groups in the "Universal Resource Scheduling" app (or is it only for "Workorders")?

Question 2: If so, where can I find any documentation on how to configure this?

Thanks in advance!

Categories:

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

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