dynamics 365 universal resource scheduling

1. 13/02/2018
Universal Resource Scheduling
Dynamics 365SYDD365UG

2. Agenda
• What is Universal Resource Scheduling (5 min)  Dani
• DEMO (15 min)
• Use case 1: Configure a new Entity for Universal Resource Scheduling.  Aylwin
• Use case 2: Explain the Scheduling Board and Schedule a resource to deliver a Course  Dani

3. UNIVERSAL RESOURCE
SCHEDULING

4. How does it fit within the Dynamics 365 Apps
CRM
AX NAV Other
Universal Resource Scheduling
Ref. for the list of Apps: https://www.microsoft.com/en-us/dynamics365/home

5. DEMO TIME

6. Course
Resource Requirements
Use Case 1
Bookings

7. Dynamics 365
Course
Resource
Requirement
Commercial Pilot
Sydney
Commercial Pilot
Sydney
Use Case 2

8. Scheduling Board:
- Resources
- Roles
- Skills
- Territories
- Availabilities
Resource
Booking
DRAFT
Use Case 1
Course
Resource
Requirement
Resource
Requirement
Scheduler - David
Commercial Pilot
Sydney
Commercial Pilot
Sydney
Dynamics 365
Use Case 2

9. Resource
Booking
TENTATIVE
Scheduling Board:
- Resources
- Roles
- Skills
- Territories
- Availabilities
Resource
Booking
DRAFT
Resource - Juliette
Use Case 1 Use Case 2
Course
Resource
Requirement
Resource
Requirement
Resource
Booking
TENTATIVE
Recurring
Notification
Email
Scheduler - David
Commercial Pilot
Sydney
Commercial Pilot
Sydney
Dynamics 365
Use Case 2

10. Resource
Booking
TENTATIVE
Scheduling Board:
- Resources
- Roles
- Skills
- Territories
- Availabilities
Resource
Booking
DRAFT
Resource
Booking
COMMITED
Resource - Juliette
Use Case 1 Use Case 2
Course
Resource
Requirement
Automatically updates status of the Booking
Resource
Requirement
Resource
Booking
TENTATIVE
Resource
Booking
COMMITED
Recurring
Notification
Email
Scheduler - David
Commercial Pilot
Sydney
Commercial Pilot
Sydney
Dynamics 365
Use Case 2

11. QUESTIONS ?