Any organization that requires resources to execute services needs to efficiently be able to identify and schedule based on requirements defined by organizational needs. Dynamics 365’s Universal Resource Scheduling solution enables organizations more effectively manage and schedule these resources by providing a configurable toolset. This course will equip students with the skills necessary to configure and consume the tools available to more efficiently manage organizational resources. Key topics include identifying where to begin and as well as the organizational considerations that will drive resource scheduling decisions. A primary focus will be on how to best leverage the tools that are available to locate and schedule resources such as using the schedule board and the schedule assistant. Additionally, we will examine customization scenarios such as enabling items for scheduling, defining schedule board options, working with multiple schedule boards, and extending the core scheduling functionality. This course helps students better understand what is important to organizations when scheduling resources and focuses on implementation considerations that aid in designing more efficient solutions that align with customer and organizational goals. This class is part of the following 3-day comprehensive class: https://www.protechtraining.com/mb-240-dynamics-365-for-field-service-pt24414
A basic understanding of Dynamics 365 features, functionality, and navigation.
1 Day/Lecture & Lab
- Universal Resource Scheduling
- Managing scheduling options
- Customizing the Schedule Board
- Resource Scheduling Optimization