Pierre Hulsebus Microsoft PRIN TECHNICAL SPECIALIST

Pierre Hulsebus

Joined: 12/8/2020

  • Import Inspections from Excel

    Wed, 06 Jul 2022 13:40:52 GMT – Dynamics 365 Field Service – New 

    We have customers with thousands of inspections that exist in Excel, Word, or SQL tables. The current model has them effectively manually recreating those inspections by hand. If we could provide an Excel Template to put the inspections into then import them it would allow for some automation for migration projects.


    So we would like an Excel Template to be made available as an import utility for inspections.



  • RSO to Support Requirement Groups

    Fri, 30 Sep 2022 14:14:40 GMT – Dynamics 365 Field Service – New 

    Use Resource Scheduling Optimization (RSO) to optimize to Support Requirement Groups.


    • Currently they have 2 resources
    • R1 - User (Driver)
    • R2 - Equipment (Big Truck)
    • All work orders have specific requirement group (Driver + Big Truck)
    • Currently we can use Requirement Group booking manually to have 2 resources booked to one work order
    • RSO doesn't seem to support "Requirement Groups" but only "Requirements", is there a way to use requirement groups with RSO, if so, how?