Dynamics 365 Field Service Optimized Scheduling & Resource Management

Dynamics 365 Field Service Optimized Scheduling & Resource Management

 

Ensuring the right technician is assigned to the right job at the right time is one of the most challenges in the today’s Field Service operations. Dynamics 365 Field Service solves this by using the AI using scheduling to match technicians with jobs based on their location, availability, and skillset.

 

Key Benefits of Field Service Resource Optimization Scheduling:

 

• Overnight Scheduling: Resource Scheduling Optimization runs automatically each night. It schedules new jobs and optimizes existing bookings for the next day.

• Single Resource Optimization: A dispatcher gets the schedule optimized for a single technician over the next few days

• Resource & Job Audits: A service manager runs a scheduling simulation to understand how many jobs could be completed with a varying number of resources in a specific geographic territory.

• Daily Scheduling: Runs optimizations every 30 minutes to schedule and adjust for changing business needs as new jobs are created and others are cancelled or rescheduled.

• Emergency Scheduling: When an urgent job is created, a Resource Scheduling Optimization run schedules the high-priority job as soon as possible before lower priority jobs.

• Intelligent Resource Matching: Universal scheduling matches work orders with field technicians based on the following:

1. 1. Skills and certifications
   2. Availability
   3. Location
   4. Equipment and tools

• Schedule Board for centralized management: Dynamics 365 Field Service offers a visual interface where dispatchers can:

1. 1. Manually assign work orders using drag-and -drop interface.
   2. View technician availability and optimize scheduling in real time.
   3. Monitor job statuses to ensure smooth service execution
   4. Filter work orders based on priority, urgency, or location to make informed decisions.
   5. Utilize map-based scheduling to assign resources based on real-time location tracking.

• Schedule Assistant for optimized scheduling: The schedule Assistant automates the scheduling process by recommending the best technician.

 

• Resource Scheduling Optimization (RSO): RSO automates scheduling by analysing the following factors

1. 1. Technician availability Route efficiency
   2. Job Urgency
   3. Customer preferences

• Facility and equipment scheduling: Beyond field technicians, universal scheduling also allows businesses to schedule facilities and equipment by making sure that:

1. 1. Service Bays and repair stations are available when needed
   2. Specialized equipment is assigned correctly to Work Orders
   3. Overlapping bookings are avoided
   4. Inventory levels are accounted for scheduling.

• Real-time tracking and mobile integration: Field technicians can access their schedules on-the-go using mobile devices.

 

References:

https://learn.microsoft.com/en-us/dynamics365/field-service/rso-quickstart

https://www.gestisoft.com/en/blog/universal-scheduling-in-dynamics-365-field-service