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Schedule board on Sales Module

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Posted on by Nusrath Jahan

Hi all..

Is there any option for us to use a schedule assistance on sales module? like plugin or webapi?

I know there is one in Field service but we don't want to use that.

Also I read about URS, but in the docs, the prerequisites are mentioned as:

Dynamics 365 Field Service, Project Service, or Customer Service.

If I don't have any of these modules, I can't use URS right?

I appreciate your help!

Thanks in advance!

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Sumeet_MSFT Microsoft Employee on at

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Hello Nusrath Jahan,

Yes you are correct that the Universal Resource Scheduling in Dynamics 365 is only available for the Apps mentioned below: Dynamics 365 Field Service, Project Service, or Customer Service.

Unfortunately this feature is not available on Dynamics 365 for Sales.

For organizations that use:

Dynamics 365 Field Service, you can use scheduling tools to assign work orders to the closest field technicians in the area. More information: Dynamics 365 Field Service Help

Dynamics 365 Customer Service, you can use scheduling tools to book cases to customer service reps in the right department and time zone. More information: Dynamics 365 Customer Service - Service Scheduling

Dynamics 365 Project Service Automation, you can use scheduling tools to staff projects with consultants who have availability and the appropriate skillset. More information: Dynamics 365 Project Service Automation Help

Please refer article for more information.

https://docs.microsoft.com/en-us/dynamics365/common-scheduler/schedule-anything-with-universal-resource-scheduling

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Nusrath Jahan 15 on at

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okay thank you.. but I would like to know is there any way I can integrate a scheduler like in outlook and teams or Field service to Sales module?

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Sumeet_MSFT Microsoft Employee on at

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Hello Nusrath Jahan,

Unfortunately through the OOB there is no way to integration of Universal Scheduling Resource(URS) to Dynamics 365 Sales App.

You can try to integration Microsoft Team integration with Dynamics 365

docs.microsoft.com/.../teams-integration

You can leverage resource scheduling through Microsoft Team but options are very limited.

support.office.com/.../schedule-staff-shifts-21cc3a7f-e8e6-4cf9-adda-d6f0c911a6d1

We would recommend you to create a product suggestion and share your concerns.

experience.dynamics.com/.../

Hope this helps!

Best regards,

Sumeet_MSFT

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