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Need to extend Field Service and Calendars to fit custom requirements

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Posted on by MoMo 430

Hi, 

I am looking to extend Field Services and Calendar as per my client requirement.

One of the major requirement is to implement Slot Management for Resources and Locations e.g.

A person could perform multiple tasks in a day e.g. from 9am to 12pm as a Technician at Location A and from 1pm to 5:00pm as Sales Person at Location B

In CRM Calendar we can setup Work Hours for users adding breaks but it does not allow to set Slots as per Job Type defined above.

Now my question is:

  1. As we know, Calendar cannot be customized and Schedule Board fetches Work Hours from the Calendar. What is the option left for me to fulfil Slot Management Requirement defined above? (one of my thoughts was to create a custom calendar entity but then custom calendar entity won't be able to hook up with Schedule Board).

Please share your thoughts for this requirement.

Thanks 

Categories:
Connected Field Service
Agreement
Work Order
Scheduling (URS)
  • Suggested answer
    Fannie30 Profile Picture
    Fannie30 2,990 on at
    RE: Need to extend Field Service and Calendars to fit custom requirements

    You would want to use Time Groups which would be found under fulfillment preferences. This allows you to fill be blocks of time.

  • Suggested answer
    moko33 Profile Picture
    moko33 1,784 on at
    RE: Need to extend Field Service and Calendars to fit custom requirements

    If it is important that you completely separate the capacity and times of the Resources maybe you can create two Ressources per person?

    Maybe not using both as Ressource Type "User", but at least one as Ressouce Type "Contact" to not consume two licences.

    Otherwise you can use skills und create diffenent Schedule Board tabs where you have differnet filters/settings for times to look at and different skills.

    Maybe also Fulfillment Preferences could help to separate time windows:

    docs.microsoft.com/.../set-up-time-groups

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Need to extend Field Service and Calendars to fit custom requirements

    Hi Moiez,

    Im not sure if I understand what you are trying to achieve currently. But one thing I will say is that Work Hours has no concept of Location or job type. It just says when the user is working and not working for.

    Would the Work Hours for these users change regularly ?

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