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Where is Resource scheduling optimization for Field Service?

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Posted on by Reece Campbell 215

Hello,

I am trying to find out how to enable and use the new Resource scheduling optimization for Field Service feature but I cannot find this anywhere! Can someone help with this please?

According to the Microsoft features FAQ page (https://www.microsoft.com/en-us/dynamics/crm-customer-center/dynamics-365-online-vs-on-premises-features-faq.aspx#BKMK_2016Update1) the feature was included in the December update to Dynamics 365 which I believe relates to the version 8.2.0.561 which is the version my new trial has (created this morning).

I have enabled the Field Service Trial and configured it but cannot find any documentation or settings to show me how to actually USE the feature or if it even exists in the solution.

Cheers,
Reece

Categories:
Field Service
  • Suggested answer
    ShaileshWath. Profile Picture
    ShaileshWath. 155 on at
    RE: Where is Resource scheduling optimization for Field Service?

    Hi Diego,

    This is not available in Trial Instances as free you need to purchase RSO Addon and cost is $30/user/month also you should have atleast 1 purchased D365 Enterperise Edition license.

  • Suggested answer
    Diego Segreto Profile Picture
    Diego Segreto 35 on at
    RE: Where is Resource scheduling optimization for Field Service?

    Hi Shailesh, do you happen to know if these are available in the "trial" instances? Thanks.

  • Suggested answer
    Shailesh Wath Profile Picture
    Shailesh Wath 55 on at
    RE: Where is Resource scheduling optimization for Field Service?

    1 License/Resource is consumed.

    If you have 10 Field Service Reps you will need 10 RSO licenses.

  • Steve Shaw Profile Picture
    Steve Shaw on at
    RE: Where is Resource scheduling optimization for Field Service?

    I beleive you need a Plan One licence to use the RSO.

  • Reece Campbell Profile Picture
    Reece Campbell 215 on at
    RE: Where is Resource scheduling optimization for Field Service?

    Thanks Neil. The link you provided here walks through how to add the feature and while it isn't an option in my current trial it may appear shortly with the next update.

  • Verified answer
    Neil Parkhurst Profile Picture
    Neil Parkhurst 10,725 User Group Leader on at
    RE: Where is Resource scheduling optimization for Field Service?

    My understanding is that Resource scheduling optimization (RSO) is an add in for Field Service. I don't believe it is part of the current Field Service trial, I suspect you need the full version of Field Service. (But I could be wrong.) I believe there is an additional cost per RSO user although I am not sure of the monthly costs.

    Here are some details that might help you ....

    www.microsoft.com/.../schedule-multiple-booking-requirements-on-a-recurring-basis-field-service.aspx

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