3

Provide more detailed documentation on RSO scheduling

RSO is a great addition to Field Service but there is limited documentation for Dynamics 365 consultants to understand how the optimisation engine operates, which makes it difficult to discuss solutions with clients.

I have tested schedules with many different configuration and th...

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3 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
Completed
24

RSO: Schedule a Multi-Day trip

It should be possible to setup RSO scheduling a Multi-day trip.

This is a strong requirement. A lot of our customers schedule resources for multi-day trips (without returning to Office/Home for x days).

This should be setup on resource Level.

In this scenario - a Service e...

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1 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
Planned
2021 Release Wave 1
2

RSO - Aggregate Total Work Orders Scheduled, Total Work Orders Modified, Total Travel Time on Scheduling Optimization Requests and Show in grid on Scheduling Optimization Schedule form

Would be useful to display this data in the grid to compare subsequent iterations of RSO executions. Ideally, would be useful to be able to roll back to a specific iteration of the RSO if a subsequent iteration results in fewer Work Order Scheduled or more total Travel Time than a prior iterat...

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1 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
Completed
4

RSO - Requirement Resources, add option for Required Resource and enable Constraint (not Objective) to Match Required Resources

This is key for both Field Service and Universal Resource Scheduling.

For Field Service Work Orders, certain Resources are Required on certain Work Orders; for example, because of clearance to access a particular building on a particular military base. Not realistic to create a Skill fo...

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1 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
Completed
1

RSO - Setting to build a schedule for an explicit date, not only relative offsets

Today the RSO can only be set up to run for a relative range: the range offset: 2 hours, 1 day, etc.

There is no way to specify "I would like to create a schedule for Monday, 3 July 2017."

This frequently results in multiple runs of the RSO to ensure the schedule is built for the...

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1 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
Completed
4

Schedule (book) multiple (bulk) Work Orders

In my company we have the following scenario:

filter some work orders (20-50 items) by street and schedule them to a bookable resource person.

Currently this can be done, one by one, but takes a lot of time.

Is there any existent feature that can help us to do this fast...

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1 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
Completed
13

Make the documentation for Partner field/project service more available

There are few documentation available online for Partner field/project service on Portals.
Plese make it more available so we can get used to it.

the document which includes

- Explaination of a scenario for Partner field/project service use on Portals.

- Explaina...

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1 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
Completed
3

Add Billable vs. Non-Billable Setting to Pay Types

When Booking Journals are created for a Bookable Resource Booking, the system automatically sets certain ones to Billable and others to Non-Billable (ex. Booking Journals for Travel are always set to Non-Billable).

 

Each Pay Type should be configurable as either Billable or...

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0 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
Declined