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Configuring Universal resource scheduling

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Folks I was recommeded to post on the field service forum as it might be nearest to URS.  I am part of a project for a University that is creating a student wellbeing app. We are using the cut down Universal resource scheduling in D365 to allow students to make appoinment bookings online. I can make an appoinment via a student portal but to my knowledge there is no user guide to assist with all the configuration steps / combinations possible. The product can work but its easy to break the process by selecting a diferent config. No error message is displayed. I can see guides for Field service but not Universal resource scheduling. What training materials or user guides are there?

One example I can configure bookings for a mental health service . I create an organisation unit . I link it to an advisor (bookable resource type user) I also link it to a room (bookable resouce type facility). I have location agnostic and latitude and logitude as 0.0 I can make a booking but to roll it out to a large student population. I dont seem to have mutiple advisors availabe for mental health suport service where the student can select one or the other Advisor.

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second exmaple If I search for available bookings over a 5 day period i can select apoinments for each day at 9am but i would expect to see avilability for 10 am , 11am ,12 pm etc for each day but Im only seing 5 choices available . As it stands I think think the product will not be adopted by staff providing studnet support as its not robust enough.

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I'm happy to work to get the product more robust and maybe used as a worked example in time for a January 2023 rollout. Any advioce much appreciated

  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Configuring Universal resource scheduling

    Hi Partner,

    The following is documentation about Universal resource scheduling:

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

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