What I mean here by “Resource Pool” is a Bookable Resource of the Resource Type: Pool.
Create a new Resource with Resource Type: Pool
optional: add members to the Pool as Child Resources (entity: Bookable Resource Group)
set the capacity of the Pool either a) manually or b) let it be calculated based on the member’s aggregated capacity by setting Derive Capacity From Group Members to Yes
Tip: When creating new Resource Pools and setting the field Derive Capacity From Group Members to Yes and only than start adding Child Resources to the Resource Pool, the system triggers a comprehensive and time consuming Recalculation of the Aggregation, each time after you add a new member to the Pool. So my recommendation when configuring the Resource Pool with this flag set to Yes is, to first add all the Resource Children (Pool Members) and than in a 2nd step turn the flag to Yes.
You now should be able to see the aggregated capacity of your Pool Resource. Click on Show Work Hours on the Pool Resource’s from:
Also in schedule Board you’re able to see the Pool resource this way:
If you have Resource only temporarily joining the Pool, you also see this reflected in the counter for the number of available Resources on the Pool’s Resource Cell. This counter gets recalculated each time you change the displayed date range.
Resource Pool functionalities
you can have Pools consisting of these three Resource Type groupings, called Pool Type: – Equipments – Facilitiies – Combination of [Accounts, Contacts and Users]
the capacity can be automatically aggregated by setting the two option set ‘Bookalble Resource’.’ Derive Capacity From Group Members‘ to Yes.
the skills are not automatically aggregated to the Pool level
you can add skills (manually of by Flow etc to the Pool Resource (parent of the Pool members)
if you book a Work Order to one of the Pool members directly, the available capacity of the Pool doesn’t get reduced for the duration of the Work Order
Microsoft has announced the deprecation of the current Resco based Field Service Mobile App by June 2022.
From June 2021 on new Field Service setups have to use the new Field Service Mobile App which is fully made by Microsoft and in fact is a Model Driven App as we know it today.
The new App can be tested from Field Service Version 8.8.22.x onwards. In mobile App Stores (i.e. Google Playstore) the new app is called “Field Service Mobile (2020)” as of today.
There are some offline capabilities including sync filters already but it looks like offline logic implementation is not as easy and comprehensively possible as is it with the Resco based Field Service app. Also many other functionalities are currently missing, but Microsoft promises to catch up.
Some things that are still missing are: Push notifications, Geofencing and Location Auditing, Reporting, IoT Alerts, Remote Assist and MS Intune.
Interesting is also a new control called “Form Component Control”, which can be used to embed a Work Order form into a Booking form:
Resco will continue to evolve its Mobile Application Development Framework and will also continuously provide new features and mobile solutions. Resco already offers different mobile solutions and templates (i.e. an advanced Field Service template, Sales template, Route Planning, Inspections) that are working perfectly together with Dynamics 365 and will continue to do so after June 2022. That means by the time Microsoft catches up with current Resco technology there will be new functionality available for Users that stay with Resco as well. On the other hand also Microsoft is rapidly growing its Power Apps capabilities.
For now the direction to go would be for more sophisticated requirements and larger implementation projects Resco will probably be the better fit. For more simple / standard requirements Microsoft’s model drivel app could be worth to consider.
To sum that up – it will not be end of development for the excellent Resco Field Service mobile technology – it will rather be a separation between the Microsoft FS Mobile App and the Resco FS Mobile App. Of course we’ll eventually have to pay Resco separately if we want to use their enhanced solutions. But competition is generally good for the market and customer segmentation has always made sense.
Just had a migration where I was blocked by not having the msdyn_FSMNotifications solution installed in my target environment.
The secret behind it: this solution can only be installed on top of Woodford.
So after you have installed Woodford you’ll need to go to the Instance Picker and click on Install (or Upgrade if available) for Field Service, even if it is already installed. This way only some additional solutions will be installed. There you go!
There you can click “Reset” to get the below shown dialog window.
In this window you have the possibility to select an Office Security Group. This field is even pre-populated with the assigned Security Group of the currently selected Instance.
So what you are expecting is that while filling in this form you can use the field “Edit Security group” to assign a Security Group to your reset Instance by choosing the Security Group in this field.
BUUUUT: nothing of this is the case. This field simply has no functionality here.
Even when you click on the lookup pen symbol next to the field so that a popup shows all of your Office Groups and you can select whatever Group you want: for your new reset Instance you’ll always have NO Security Group at all assigned.
So why has Microsoft decided to put this field on this form if it has absolutely no functionality? – Nobody knows.
Please Microsoft, fix that and don’t let us hang with the common statement “works as designed”. Because the design in this point is really more than bad.
On Resco for Dynamics or Field Service Mobile Client you by default have this (in my opinion unnecessary) Signature field on every Note form.
So you might ask yourself why do you need the huge Signature area on each and every Note form. Usually it should be enough to capture Notes only on Work Orders and maybe for some special (custom) forms/processes. It confuses the End User if all he wants is adding an attachment or even only a text Note.
So what you can do is removing the Signature area by a simple On Can Execute rule on the Note form:
After you have configured this you would not see the Signature panel on a Note form anymore and also not the Signature command from the upper right burger menu of the Note form.
You can still configure one or more Signature sections for each of your forms as you already have it OOB on the Work Order form in FS Mobile.
Add Signature Tab to a Form
in Woodford, go to Entity where you want to add the Signature
click “Add Media”
Select “Capture Signature” and “Clear”
Optional: Provide “Required for Status”. Example: Status “Approved” only possible with Signature
Subject: Title of the Note
Similarly you can apply this for Photos, Videos, Files, … You could also have one Tab for Signature capturing and another Tab for Photo and/or Video capturing. Or collect multiple Signatures on one form by having different Tabs for that.
Technically the entity Requirement Resource Preference serves as a container for preferred, restricted or possible Resources under a) the Account b) the Resource Requirement of a Work Order c) the Resource Requirement of a Requirement Group Template
On the field Preference Type you have the options
Must choose from (new!)
What is the difference between Must choose from and Preferred?
When having Preferred Resources you will get this after having clicked Find Availability on the Schedule Board (pretty new heart symbol):
Also the Find Availability will sort show your Preferred Resources at the top of the list. When you open the Schedule Assistant by clicking the Book-Button on the Work Order you’ll find your Preferred Resources highlighted by the same pretty heart symbol as well, however not sorted at the top of your list:
The difference to Must choose from is, that with this option the Schedule Assistant or Find Availability really only brings you these Resources back in your search results.
If you try to copy the OOB Bookable Resource form you might experience that some client side scripting doesn’t seem to be applied to your copied form anymore. Even when you haven’t done ANY other customizations except of copying it.
Strange as this usually doesn’t happen, right? If you have JS references you should have copied these references as well to your new form, right?
So when you dig deeper you’re finding that there now are business rules activated for the Bookable Resource form. I think this is rather new that MS delivers Business Rules out of the box. Fine for non-coders!!
The problem seems to be that the Business Rules here are set to scope “Information” which is only the one original OOB form, so your copy of it doesn’t inherit these Business Rules.
Another fascinating thing is that when you go into the Default Solution via old Solution explorer, you’ll see three business rules (above). When using Level Up (Browser Plugin), you’ll find 6 Business Rules taking effect here:
So you would need to go to the new maker experience to find / customize all 6 of them:
Next obstacle is: you can’t just change the scope of these Business Rules (I wouldn’t even know if this would be supported or not) as at least one of them has the Managed Property “Customizable” set to Flase:
Note: trying to customize from Business Rule “Show Enabled for Field Service Mobile field if Resource Type is User]” from within the new maker experience caused for me a state of no return, at least from make.powerapps.com: the BR got Deactivated and I could neither change it nor reactivate it anymore [improve@MS]. A resolution has luckily been to reactivate it from the old solution explorer (upper screenshot).
So what are you going to do to get the same behavior as on your OOB form also for your custom Resource form?
You need to copy the Business Rules delivered by Microsoft, than edit the Scope to your custom Form and activate the copies. In the end you would have it like this:
Tooltips that are defined once across all Schedulable Entities:
Resource Map Pins: Resource Tooltips View
Organizational Unit Map Pins: Organizational Unit Tooltips View
Tooltips individual per Schedulable Entity:
Requirement Map Pins (here also personal view possible): Requirement Map Pin Tooltips View
Booking Map Pin or Booking Tile: Booking Tooltips View
Note: the Booking Tile’s Booking Tooltips View in the Daily/Weekly and Monthly View are not customizable as of now [improve@MS].
Sliding out from the right after selecting an item.
Views that are defined once across all Schedulable Entities:
Resource Map Pin or Resource Card: Resource Details View
Organizational Unit Map Pin: Organizational Unit Details View
Views individual per Schedulable Entity:
Booking Map Pin or Booking Tile: Booking Details View
Requirement Map Pin or Requirement from Requirements List (here also personal view possible): Requirement Details View
Map View filter
Requirement Map Filter View
Determines which Requirements (Requirement Map Pins) are shown on the map.
only the filter, not the columns matter
is independent of the Views on the Requirements Panel /Requirement Lists)
if Apply Territory Filter from Tab parameters (gearwheel symbol) is set to yes, ADDITIONALLY the Territories of the filter fields will be applied to sort out the displayed Requirement Map Pins
Increase Booking width (zoom in): slider at the bottom right. This is saved for the Schedule Board Tab (for all users).
remove columns from List View directly: only temporarily/local, not saved.
make default schedule board not editable per Security Role
if the setting for a Schedule Board Tab from 2nd gearwheel, upper right corner, should be saved, the User needs update privileges for this Schedule Board Settings entity record. Changes would be visible for all other Users of this tab as well than. More information: Shared vs. personal Schedule Board (by Microsoft).
Create a new Client Extension record and associate it to the Schedule Board Setting record that contains your Schedule Board Tab or leave the Schedule Board Setting id field empty to have it affecting all Schedule Board Tabs .
Requirement Groups – options for alternative combinations
When creating a Requirement Group or a Requirement Group Template we are able to configure several possible combinations of Group members within one Requirement Group.
Example: We have a large Implementation Project and need two Project Managers. But these could either be one Senior plus one Junior, or alternatively two Project Managers on the Advanced level.
Our Resources are set up with these Skills and Rating Values:
Our Requirement Group (Template) will look like this:
Additionally I have opened each of the four Requirements of this Group configuration and set the corresponding Rating Value:
When we than execute the search by hitting the Book button in the ribbon of the Requirement Group (Template), and raising the Results Per Interval to 10, we’re getting these results:
Recognize that we are getting all possible combinations of Resources to fulfill each of the Requirements with an appropriate skill level in the configured combination and the system also respects our Rating Value. For example it does not propose to create a Group of Tom and Tim because Tom has only a low skill level (familiar) that would require a Senior (proficient skill level) on his side according to our configuration.
Requirement Group functionality
you can’t schedule Requirements that are part of a Requirement Group by using the Schedule Board. Use the Book-button from the parent record instead.
Requirement Groups are possible for Onsite, Location Agnostic and Facility Work Locations.
Always the same for all Requirements of a Requirement Group (updating them on one Requirement updates them on all others from the same Group automatically):
Duration (also gets auto-populated/updated from ‘Work Order’.’Primary Incident Estimated Duration’)
Work Location (also gets auto-populated/updated from Work Order changes)
Latitude/Logitude (also gets auto-populated/updated from Work Order changes)
From Date / To Date (also gets auto-populated/updated from ‘Work Order’.’Date Window Start’ /’Date Window End’).
Hints for working with Requirement Groups in Work Orders (by leveraging Incident Type Requirement Groups)
If a Primary Incident Type that contains an Incident Type Requirement Group has been used in a Work Order, than the Resource Preferences which are kept as child records of the Service Account are not auto-populated neither into the Work Order nor into the Requirement Group based Resource Requirements of this Work Order.
However we can associate Preferred Resources to the Requirement Group Template.
Here a Requirement Group Template without preferred Resources:
Leading to these search results when setting the Results Per Interval to 3:
But if we now add two defined Resources into the Preferred Resource field of our “Associate”-Requirement of the Requirement GroupTemplate:
and than perform the search again with the setting of 3Results Per Interval, we’re only getting two results per interval back:
This is because we have restricted the number of possible Resources for one of the Requirements to two. And because we don’t have any other Resources available which could fulfill the “Technician”-Requirement, there are only two options left per interval.
So if you have large customers who each have a certain selection of possible Resources (similar to Resource Preferences under the Account record), than you could create one Incident Type per large customer that, in combination with one Requirement Group Template per large customer, serve as a replacement of the Preferred Resource (Resouce Preferences with Preference Type: Preferred) under the Account.
Technically the entity Requirement Resource Preference serves as a container for Preferred Resources under a) the Account b) the Resource Requirement of a Work Order c) the Resource Requirement of a Requirement Group Template