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Universal Resource scheduling - view busyness reports

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Posted on by Umer Javed 180

Hi,

My client is currently evaluating Dynamics 365 URS and has some reporting requirement related to resources and there busyness, i am wondering if there are any busyness or forecasting reports available OOB?

such as:

1: E.g Weekly busyness 1st June - 7th June:. Resource A          Available hours: 40            Utilisation - 80 % 

                                                                        Resource B          Available hours:35              Utilisation - 70%

I know schedule board OOB shows utilisation% for the time duration on the resource cell which is i guess is calculated at run time based upon time period and resource available hours within that time period however is there any place in system where the available hours/utilisation for the time period are stored therefore we can pull these in a dashboard or report or these are calculated at run time? or do we have to calculate them from scratch in the report/dashboard.

Alternatively are there any OOB reports/dashboards available to show such comparison?

2: Some kind of forecast reports such as previous week resource requirements hours Vs actual charged hours (based upon completed bookings) or do we have to use applications like Power BI to build one?

Thanks

  • Umer Javed Profile Picture
    Umer Javed 180 on at
    RE: Universal Resource scheduling - view busyness reports

    Hello Jason,

    Thanks, to get the report you mentioned in the blog i guess we need Field service app/license whereas we are looking to schedule our resources through Dynamics 365 customer service app license hence i am not sure if this report will be available under our license?

    Re: Calculating available hours:  

    it should be possible however it will be complex as i have built the whole SLA component in CRM 2011 online using SDK for a retailer.And i remember using calendar and calenderrule via SDK then to calculate timings, also using business closures to subtract from availability hours, shift patterns, weekends etc... In summary i went through fairly complex calculations to get to actual numbers....

    However now that we talk about no code/low code specially with Power platform, i would look to suggest on ideas forum that such information should be easily available against a resource kind of like a calculated field based input dates provided, so we could use the resulting value in reports . Understand this will be a moving number given changes in working hours for resources/business closures however it should be supported.

  • Suggested answer
    JCo Profile Picture
    JCo 305 on at
    RE: Universal Resource scheduling - view busyness reports

    Some additional points of consideration:

    • Aside from the report suggested by Alex, there is another report out of the box that may also help with what you're looking for: docs.microsoft.com/.../scheduling-analytics-reports
    • Can you customize OOTB reports?
      • Not yet. 
    • How can you calculate available hours?
      • This is harder because you need to read the calendars. The available hours calculation is not stored in the database and needs to be calculated by reading the calendar rules as calendar entity is a restricted entity and is not exposed to query through web api or crm sdk. You would have to use expand calendar api to understand the calendar rules and their calculation of available hours.
    • How can you calculate booked hours?
      • As suggested, this is easier with some considerations for booking states and timing to understand work that is in the past, work that was completed, work that is planned, and potentially considering non-work order bookings in another way.
  • Umer Javed Profile Picture
    Umer Javed 180 on at
    RE: Universal Resource scheduling - view busyness reports

    Hi Alexander,

    Thanks for the reply.  I looked at the field service (Preview) report, it's a good starter given such reports are needed OOB. However it seems to be pretty fixed in capabilities with no support for customisation currently.

    So if we build the report( i am looking for) in Power BI, i am wondering it will require considerable amount of calculation to first work out "available hours" for the resource for the given time duration? i.e. that should exclude all non working hours(including holidays, business closures)...   Any idea how can obtain this information?

    moving on, to calculate "booked hours" for that time period, that will be relatively easy given we can query BRB entity and do a sum of hours...

  • Al Iggs Profile Picture
    Al Iggs on at
    RE: Universal Resource scheduling - view busyness reports

    Have you looked at the new FS reports? docs.microsoft.com/.../reports

    Everything beyond that will be best implemented using Power BI, which also provides some basic forecasting capabilities.

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