Field Services - Resources Deep Dive

 Field Services - Resources Deep Dive




Auto geo-coding depends on the resource field type selected. If resource is starting from 'Company' then the lattitude and longitude is set from the business unit. Thus it is important that the business unit has been geocoded.

 




A resource may be a user, crew, service center, company asset (equipment ), account or contact etc.  A user that is not part of system such as sub-contracter needs to be included to ensure scheduling is performed optimally. Thus the user may be related to account or contact. Service center allow customers to visit a location for a service, which differs from sending a technician to the customer site.



There is an entity for resource skills. An user may have many resource skills. If not populated with appropriate skill type then create a new skill type in the list.



Resource have working hours. Working hours has been discussed in a previous post. However, if you want to change multiple resource hours this would require developer. Working hours is time-zone sensitive.


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Late Bound use
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var msdyn_bookingstodrip = result["msdyn_bookingstodrip"];
var msdyn_bookingstodrip_formatted = result["msdyn_bookingstodrip@OData.Community.Display.V1.FormattedValue"];
         
var msdyn_displayonscheduleassistant = result["msdyn_displayonscheduleassistant"];
var msdyn_displayonscheduleassistant_formatted = result["msdyn_displayonscheduleassistant@OData.Community.Display.V1.FormattedValue"];
         
var msdyn_displayonscheduleboard = result["msdyn_displayonscheduleboard"];
var msdyn_displayonscheduleboard_formatted = result["msdyn_displayonscheduleboard@OData.Community.Display.V1.FormattedValue"];
         
var msdyn_enabledripscheduling = result["msdyn_enabledripscheduling"];
var msdyn_enabledripscheduling_formatted = result["msdyn_enabledripscheduling@OData.Community.Display.V1.FormattedValue"];
         
var msdyn_endlocation = result["msdyn_endlocation"];
var msdyn_endlocation_formatted = result["msdyn_endlocation@OData.Community.Display.V1.FormattedValue"];
         
var msdyn_generictype = result["msdyn_generictype"];
var msdyn_generictype_formatted = result["msdyn_generictype@OData.Community.Display.V1.FormattedValue"];
         
var msdyn_hourlyrate = result["msdyn_hourlyrate"];
var msdyn_hourlyrate_formatted = result["msdyn_hourlyrate@OData.Community.Display.V1.FormattedValue"];
         
var msdyn_hourlyrate_base = result["msdyn_hourlyrate_base"];
var msdyn_hourlyrate_base_formatted = result["msdyn_hourlyrate_base@OData.Community.Display.V1.FormattedValue"];
         
var msdyn_primaryemail = result["msdyn_primaryemail"];
var msdyn_startlocation = result["msdyn_startlocation"];
var msdyn_startlocation_formatted = result["msdyn_startlocation@OData.Community.Display.V1.FormattedValue"];
         
var msdyn_timeoffapprovalrequired = result["msdyn_timeoffapprovalrequired"];
var msdyn_timeoffapprovalrequired_formatted = result["msdyn_timeoffapprovalrequired@OData.Community.Display.V1.FormattedValue"];
         
var _msdyn_warehouse_value = result["_msdyn_warehouse_value"];
var _msdyn_warehouse_value_formatted = result["_msdyn_warehouse_value@OData.Community.Display.V1.FormattedValue"];

var _msdyn_warehouse_value_lookuplogicalname = result["_msdyn_warehouse_value@Microsoft.Dynamics.CRM.lookuplogicalname"];

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Early Bound use
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var msdyn_BookingsToDrip = result.msdyn_BookingsToDrip;
var msdyn_DisplayOnScheduleAssistant = result.msdyn_DisplayOnScheduleAssistant;
var msdyn_DisplayOnScheduleBoard = result.msdyn_DisplayOnScheduleBoard;
var msdyn_EnableDripScheduling = result.msdyn_EnableDripScheduling;
var msdyn_EndLocation = result.msdyn_EndLocation;
var msdyn_GenericType = result.msdyn_GenericType;
var msdyn_HourlyRate = result.msdyn_HourlyRate;
var msdyn_hourlyrate_Base = result.msdyn_hourlyrate_Base;
var msdyn_PrimaryEMail = result.msdyn_PrimaryEMail;
var msdyn_StartLocation = result.msdyn_StartLocation;
var msdyn_TimeOffApprovalRequired = result.msdyn_TimeOffApprovalRequired;
var msdyn_Warehouse = result.msdyn_Warehouse;