Better Calendar Control to Manage Resource Requirements

Resource Requirement is to a Planner what laptop is to a Programmer. Okay this is a bit too cliched but the fact is, as a planner, you’d mostly work on these three entities in Dynamics 365: Bookings, Resources, and Resource Requirements A Resource Requirement record sits at the heart of URS and Field Service. The Continue reading Better Calendar Control to Manage Resource Requirements

Hourly rates of resources and Booking cost

One of the FAQs on Dynamics 365 Field Service capabilities is about hourly rates of resources and how does that reflect the costing of work orders. This quick article will show a demo of how Dynamics 365 Field Service maintains and use hourly rates in work order bookings. Step 1 Let’s begin with setting up Continue reading Hourly rates of resources and Booking cost

How to configure the frequency of Booking Timestamps

One of the latest features announced for Release Wave 1 2020 in Dynamics 365 Field Service is the ability to β€˜configure’ when the system should be generating Booking Timestamps. What is it and why does this matter?Booking timestamps is an entity which gets auto-populated to record updates on the status of booking/work orders. It records Continue reading How to configure the frequency of Booking Timestamps

Setting up Booking Recurrence

This post is a part of a “Field Service for Citizen Developers” series. Click here to see other posts. Work Orders can be automatically generated and bookings can be auto-generated by Dynamics 365 Field Service, thanks to the Agreements functionality in the system. Agreements are used for setting up preventative maintenance schedule, audits, equipments/fleet service Continue reading Setting up Booking Recurrence