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

Knowledge about Universal Resource Scheduling

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Posted on by 65

Hello Experts,

I am quite new to Field Service that comes with Dynamics CRM. Can anyone please suggest some good links to read about Universal Resource Scheduling?

Points I am looking for are:

Why to go for Universal resource scheduling? Some examples of business scenarios where we can use URS over legacy scheduling engine. 

Basically, differences for Legacy Scheduling Engine vs URS and in which case using custom entity that can be scheduled over the OOB Appointment entity.  

Thanks,

Sohil Doshi

I have the same question (0)
  • Suggested answer
    Zain Mehmood Profile Picture
    4,187 Most Valuable Professional on at

    Hi Sohil,

    I rekon your question is related for Dynamics field service & CRM. I am moving this thread to that forum.

    Meanwhile you can look these links for universal resource scheduling

    docs.microsoft.com/.../schedule-anything-with-universal-resource-scheduling

    docs.microsoft.com/.../universal-resource-scheduling-for-field-service

    docs.microsoft.com/.../

    Warm Regards,

    Zain

  • Verified answer
    ba365guy Profile Picture
    2,950 on at

    Hi Sohil Doshi

    Some answers below:

    Why to go for Universal resource scheduling?

    URS offers a capability to define different types of resources each with skill set and qualifications. It also allows you to define work hours and time off for each resource. It helps you with suggestion of resources based on resource requirement and skill set required. It also allows you to perform manual scheduling. It allows you to analyse how well you resources are utilized.

    Some examples of business scenarios

    Resource Type = Contact --> Can be a technician (internal / external) without Dynamics 365 License. System allows you to configure resources, skills and check availability

    Resource Type = Account --> Can be a contractor / vendor. System allows to configure skills, capacity for this vendor and check availability

    Similarly with other types of resources.

    Other Info:

    With URS you can enable other entities in D365 to be eligible for scheduling. For example, if you want to schedule an opportunity (for a field visit before estimating). If you want to schedule a custom entity for a custom business process specific to your business, URS allows you to define and configure the same. 

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