Update Help & Training documentation
Please provide updated and more detailed documentation. Your documentation is out of date which just makes it so difficult to understand the module functionality and provide clients with clear answers when they ask questions regarding anything but the most basic scenario's.
RSO - Allow Batch Scheduling of Orders.
Currently, the RSO will schedule all Work Orders within a certain territory.
Would be great to be able to search for a batch, or subset of Work Orders in the Work Order View (or Requirements in the Resource Requirements View), multi-select, and trigger scheduling on just that subse...
Certification Expiration
For Certification-type Characteristics, add Expiration Date functionality and notifications/alerts of imminent expiration (configurable); also add the dates to the Resource tooltip on the URS Schedule Board
RSO available on more than one organisation at a time
The Resource Scheduling Optimization add-on can only be deployed on one organisation or instance per tenant at a time. I read this as meaning that, once live, any testing using the RSO either happens in the Prod instance or has to be done out of hours.
Could the RSO be available o...
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...
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...
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...
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...
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...
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...