This document discusses new features in the October 2018 release of Universal Resource Scheduling in Dynamics 365. It covers features like multi-resource scheduling, crew scheduling, pool scheduling, facility scheduling, and fulfillment preferences. It also provides an example use case demonstrating some of the features and concludes with tips, resources and contact information.

1. URS in Dynamics 365
October '18 release
features in Universal
Resource Scheduling
Stefan Strube
21-3-2019 v0.8

2. Stefan Strube
• Solution Architect @ Strukton (NL)
• Co-founder Dutch CRM user group CEProNL
• Co-founder Dutch PowerApps & Flow User Group
• Blogger, speaker at community events
2October '18 release features in Universal Resource Scheduling

3. Agenda
• Universal Resource Scheduling
• October '18 release features
• Demo based on use case
• Wrap up
3October '18 release features in Universal Resource Scheduling

4. Resource Scheduling
Bring Requirements & Resources together
• Resource Requirements
 Bookable Resource Bookings
• Bookable Resources
4October '18 release features in Universal Resource Scheduling

5. Universal Resource Scheduling
Schedule anything with Universal Resource Scheduling
• Field Service
• Project Service Automation
• Customer Service (after upgrade)
• Sales (enable scheduling for entities)
• Project (integration with CDS)
5October '18 release features in Universal Resource Scheduling

6. Resource Scheduling
• Manual scheduling with the schedule board
• Semi-Automated scheduling with the Schedule
Assistant
• Fully Automated scheduling with Resource Scheduling
Optimization
6October '18 release features in Universal Resource Scheduling

7. Create Resource Requirements
Requested:
• Date/Time, Duration, Location, Categories,
Characteristics, Preferences, …
• Relationship field mapping
How to create:
• Manual
• Book button
• Workflow / Flow
7October '18 release features in Universal Resource Scheduling

8. URS introduction
Time off request
• Time off request entity
• Set color
• Automated requirement creation
• Automated booking creation
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9. Schedule board is fully customizable
Entities used on the schedule board
• Bookable Resources Entity Views
• Organizational Units Entity Views
• Resource Requirements Entity Views
• Bookable Resource Bookings Entity Views
• Booking Alert Status Entity Views
9October '18 release features in Universal Resource Scheduling

10. Universal Resource Scheduling
In Dynamics 365
• Tip #867: Video Guide to Dynamics 365 Unified
Scheduling (April 28, 2017)
• Unified Interface since 2018
• October '18 release: “essential” features
10October '18 release features in Universal Resource Scheduling

11. October '18 release features
1. Multi-resource scheduling
2. Crew scheduling
3. Pool scheduling
4. Facility scheduling
5. Fulfillment preferences
6. Capacity scheduling
7. Schedule board split view
8. In-form scheduling
11October '18 release features in Universal Resource Scheduling

12. Demo based on use case
• Start
12October '18 release features in Universal Resource Scheduling

13. The A-Team on tour
• Crew scheduling: The A-team
• Multi-resource scheduling: film production team
• Pool scheduling: stunt persons
• Facility scheduling: film location
• Fullfillment preferences: time slots
13October '18 release features in Universal Resource Scheduling

14. Crew scheduling
Crews are ideal for scenarios where:
• a group of resources will work
together for a set number of days,
weeks, or months.
• a crew meets at a location in the
morning, shares a vehicle, and is
together all day from job to job.
• a new employee is shadowing a
veteran to learn new skills.
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15. Pool scheduling
• Planning
• Scheduling
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16. Multi-resource scheduling
• Resource Requirement Groups
• Resource Requirement Group Templates
• Subgroups for matching priority
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17. What’s the output?
Bookable Resource Bookings
• Charts ?
• Reports ?
• Excel Templates ?
• Power BI ?
• Project visuals?
• Print from schedule board
17October '18 release features in Universal Resource Scheduling

18. Wrap up
18October '18 release features in Universal Resource Scheduling

19. Tips & Tricks
XrmToolBox plugin
• Set Work hours for bookable resources
Flow
• Add users to Organizational Units based on City field
• Add user images from Office 365
19October '18 release features in Universal Resource Scheduling

20. Resources
Microsoft Docs
• Overview of Universal Resource Scheduling (URS)
• October ‘18 Universal Resource Scheduling (URS)
• Service scheduling powered by Universal Resource
Scheduling
• Learn: Universal Resource Scheduling in Microsoft
Dynamics 365 for Field Service
20October '18 release features in Universal Resource Scheduling

21. Questions ?
• Twitter: @StefanS365
• Blog: https://2die4it.com
21October '18 release features in Universal Resource Scheduling