How to Use Universal Resource Scheduling With Dynamics Field Service | Charter Global


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Mar 10


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Classified Description

Universal Resource Scheduling (URS) is a Dynamics 365 for Customer Engagement solution. In essence, it enables organizations from many different industries with different scenarios to assign resources to jobs and tasks.

URS can be used to assign the best resources to tasks and projects based on:
    • Availability of resources
    • Required skills
    • Promised time-frames
    • Business units
    • Geographical territory, etc

Universal Resource Scheduling (URS) are very useful to field service organizations that often use it to schedule mobile resources to location-specific jobs and tasks (or work orders) as their resources travel to various locations. Next, URS scheduler the resources with closest proximity to work orders, as work orders are generally performed onsite. So, this eventually reduces travel time and costs.

URS schedulers are very effective for finding and assigning the most relevant resources for a job or requirement. From simple maintenance, repair work, installations to anything else, URS finds the best people for the job with ease and speed.

Creating Work Orders

One of the most important components of field service are the work orders.  This helps define the kind of work that needs to be performed. With URS, it is possible to find the best hands to perform tasks at a given time.
Below are the major components of Field Service and URS:

    • Bookable resources (URS)
    • Resource requirements (URS)
    • Work orders (Field Service)
    • Resource bookings (URS)
    • Schedule tools – schedule board, schedule assistant (URS)
    • Resource Scheduling Optimization (installed separately) (URS)

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URS Uses
There are several ways to use URS for scheduling. One is by using work orders and requirements, and then clicking on the book button on the top ribbon. This kick starts the URS assistant, which shows the available resources for the work. The resources listed are based on their characteristics for the specific work and their availability.

Other ways to book a work order is through the schedule board which gives a drag and drop option. Now, here you can even reschedule or reassign a work order if needed.

In addition, the resource scheduling optimization is a fully automated way to book appropriate resources. It runs on predefined criteria and can be activated with the run now button on the ribbon (but it needs to be installed and configured first to be used).

Charter Global
In conclusion, good resource management involves an understanding of how much effort a task requires and assigning the right person for the job. So, the Charter Global team also offers a resource management solution that empowers global project teams to make the best out of project scheduling optimization, workload balance, and a general increase in productivity.

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