Field service is a very powerful tool. Based on a presentation we recently did for CRMUG (watch the webinar if you’re a member here), we wanted to break down some of the key configuration areas necessary in order to get Dynamics 365 for Field Service up and running.
In this post, we’ll focus on configuring bookable resources.
Configuring Bookable Resources in D365 for Field Service
You can configure resources in the Resources and Resource Categories sections of the Field Service Admin menu.
To create a new user, go to Field Service > Administration > New Bookable Resource.
If you’re creating a new user, they can be created based on a number of different entities such as a contact, user, or account.
For this example, we’ll create a resource based on a contact, like below:
When assigning a bookable resource, be sure to go into their record and double check that their address has been populated. This will assist with scheduling later on.
Now that you have created a bookable resource, you’ll want to add more information, such as Resource Skills under the Project Service heading.
You can add characteristics (i.e. a skill) to identify the kinds of services they can provide, such as “Washer Hookup” in the below example.
You can also add hourly rates for the resource.
Under Common, you can add the start and end location for a resource. You can either select a Resource Address (Address on their Account/Contact/User Record) or Organizational Unit Address (Business Unit Address).
Now that you’ve got all this information entered – you’re almost ready to schedule a resource. Let’s move on to Work Hours under the bookable resource record you just created.
Here, you can set up a schedule for the resource, including a weekly schedule, work schedule for one day, or time off.
Under Set Up, Select “New Weekly Schedule.”
Click on the hyperlinked “Set Work Hours” to assign when a resource can be scheduled for services.
Finally, we need to set up the territories that a resource is available to work in.
In the Admin menu, select Resource Territories.
Select “Add New Resource Territory.” Define the territory accordingly.
There you have it! You’ve covered the basic steps to configure a bookable resource in D365 for Field Service.