web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Where is Resource scheduling optimization for Field Service?

(0) ShareShare
ReportReport
Posted on by 217

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

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Neil Parkhurst Profile Picture
    10,727 User Group Leader on at

    RSO is an add on to Field Service. It isn't part of the trial.

    The trial gives you manual scheduling on the schedule board and scheduling assistant.

    Personally I haven't yet provisioned this. You may want to contact your Microsoft partner to discuss how / when this can be purchased.

  • Reece Campbell Profile Picture
    217 on at

    Ahh, that does make sense. Is it definitely available in the UK? I cannot see it as a subscription purchase in Office365 admin so I am assuming it is either not available or only available if you actually pay for Field Services and then it is an option within the CRM?

  • Verified answer
    Reece Campbell Profile Picture
    217 on at

    Neil is correct and after reaching out to our Microsoft contact it is confirmed that RSO is due in the Dynamics 365 Fall release which should arrive in December and it looks like it will be included in trials and Office365 demos (for partners). This should also be enabled for the UK.

  • Marga van Laere Profile Picture
    on at

    Hey Reece,

    We are also looking for this module and to be able to showcase it in a demo, is this available now in a trial or demo environment? or any other suggestions?

    thanks

    Marga

  • Irfan Bargir Profile Picture
    on at

    Any update on RSO release and license price ? any links would be helpful

  • Effendy Lesmana Profile Picture
    on at

    Hello All,

    We will have a demo about field service and one of the cool features that we will present is Resource Scheduling Optimization. But unfortunately, we can't access this feature, we went through the steps how to add the feature but we can't find Resource Scheduling Optimization solution option.

    Can someone from Microsoft or Field Service staff clarify about this one? how about the license of this RSO?Another question, is it only applies to Resource Type: User? or can be applied to Contact, Account or Equipment as well?

    Thanks!

    -EF

  • megha18 Profile Picture
    522 on at

    Hello,

    Any update on getting RSO . I have Trial account.

    Any solution or suggestion will be very helpful.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans