Customer Engagement & Dynamics CRM Forum

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Resource Scheduler

  • 1.  Resource Scheduler

    TOP CONTRIBUTOR
    Posted 23 days ago
    Hello and Happy Friday!
    I am trying to play around with Universal Resource Scheduler in our sandbox, but am having trouble even accessing it to try it out!  We have Dynamics 365 Customer Engagement Plan licenses and my understanding is that the Resource Scheduler is part of these licenses.  Any tips on how to get set up to access this?
    Thanks!

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    Diane Taylor
    Manager Implementation and Adoption
    Synergy Credit Union
    Lloydminster SK
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  • 2.  RE: Resource Scheduler

    Posted 21 days ago
    Diane, it first needs to be installed using the D365 Admin Center. It is installed as part of the Field Service or Project Service solutions, so if you install one of those apps the Universal Resource Scheduler will get installed as well. It may be possible in the future to install it independently of those applications, but currently that is the only way for the URS to get installed. Once you have it installed I highly recommend you use MS doc website to go through setup process. The other option, especially if you are not sure you will use it but want to see what it has to offer, is to sign-up for the D365 CE trial and during setup it will ask you what apps you want to install, just make sure to choose Field Service or Project Service​. Also MS does provide demo data for both of those applications, and once you get the demo data install everything is ready to go to start testing out the scheduling functionality. Hope this helps.

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    Rob Pike
    RSM
    Minneapolis, MN
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  • 3.  RE: Resource Scheduler

    TOP CONTRIBUTOR
    Posted 19 days ago
    Thank you @Rob Pike! ​

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    Diane Taylor
    Manager Implementation and Adoption
    Synergy Credit Union
    Lloydminster SK
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