Microsoft Dynamics 365 Field Service: A perfect handout for Resource Scheduling Management

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resource scheduling in dynamics 365

Bienvenido de nuevo or Welcome Back! To what you ask? Well, over the past couple of weeks, we have been indulging in a fun series that concentrates on ‘Maplytics as a successful add-on to Microsoft Dynamics Field Service’! So far, we have had an overview of how Maplytics enhances the application of Field Service with its multiple features. We then progressed to Territory Management within Microsoft Dynamics Field Service. Today let us continue to the next chapter of how Maplytics could contribute to Resource Scheduling in Microsoft Dynamics 365 Field Service.

Let’s go!

Organizations that believe in good after-sales services and invest in Field Services schedule technicians to complete the incoming work orders. Pre-planned and efficient scheduling of resources against the incoming requirements helps in reducing travel time and costs. It makes the organization better organized and planned.

Scheduling of Resources according to the Work Orders

With Field Service installation, Universal Resource Scheduling gets appended automatically. Work orders and related entities are a part of Field Service. They work in tandem with resources, requirements, and bookings of Universal Resource Scheduling.

Generating Requirements from a Work Order

For every work order, the system creates a corresponding requirement. It includes the details for resources that are planned to execute the work order. Though the system creates a requirement for each work order, a work order can have multiple requirements or a requirement group with multiple requirements.

Booking of Resources for a requirement

Booking a requirement related to a work order creates a bookable resource booking record that keeps track of the resource that will perform the work, the status of the booking, travel time, and start/end times.

Here is how Maplytics adds on-

With Maplytics, the above functions can be enhanced further in terms of visualization, ease of use, analysis, and application. This is how-

Dynamics 365 Field Service

Using Auto Scheduling provided by Maplytics multiple organizations can have their operational plans mapped. Sales managers of different industries can view the reps using the app. They can accommodate their existing appointments, if any, and plan the new ones. Urgent or ad hoc client requirements get accommodated into the schedules of the nearest reps.

The UI within Maplytics provides a clear view of the planned appointments, the locations, in-out times, break times, buffer slots, and the optimized routes to be followed by the reps to reach the appointments. The details are clearly presented as the Auto Scheduling Calendar, Trip Summary, and Visual Map.

Dynamics 365 Field Service

The main scheduling capabilities within Dynamics 365 Field Service

Dynamics 365 Field Service includes a broad set of scheduling capabilities.

  1. Manual scheduling on the schedule board

The schedule board plays an important role across all types of scheduling. One can configure it to meet the scheduling requirements. For basic service scheduling, match a requirement to a resource in a particular time slot on the schedule board.

  1. Semi-automated scheduling with the schedule assistant

The ‘schedule assistant’ uses requirement details to recommend times and resources for bookings. A dispatcher then chooses the best option for the booking and assigns the requirement.

One can launch the schedule assistant from the Book button on the ribbon from work orders, and requirements, and directly on the schedule board.

  1. Automated scheduling with the Resource Scheduling Optimization add-in

Resource Scheduling Optimization is an add-in for Dynamics 365 Field Service, which requires a separate license. It includes capabilities to automatically schedule requirements and optimize resource utilization based on custom logic.

Auto-Scheduling Card within Maplytics

Users can set the basic preferences as per the requirement while creating the schedule. They can also have these prefilled by setting default values for the preferences within their Configuration Detail Record.

Advanced Preferences

Dynamics 365 Field Service

Users can further click on ‘Advanced preferences’ within the Auto Scheduling card to select further preferences to be considered while creating an automated schedule. User Details of the existing resources, meeting details of upcoming meetings, and existing meetings planned against the resources are all dealt with, here.

Create Activities

Dynamics 365 Field Service

The activities planned at the scheduled meetings too can be planned. Once done, the configuration details for the feature can also be managed within the App Settings.

Maplytics’ ability to concentrate on the minutest of the details with the robustness and scalability of Microsoft Dynamics Field Service makes for an active Resource or Appointment Scheduling package to look out for. Stay tuned for more on this in the coming weeks!

What’s More?

To get more acquainted with Maplytics and experience it first-hand, one can write to us at crm@inogic.com. To explore the product in depth, with a free trial of 15 days, or a personalized demo within Microsoft Dynamics 365 CRM / Dataverse get in touch with our Team.

For applied knowledge, do visit our Website or the Microsoft AppSource. For a quick query resolution, one can hop on to our detailed BlogsClient TestimonialsSuccess StoriesIndustry Applications, and Video Library.

Until then,

Vamos Field Services!

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