What I mean here by “Resource Pool” is a Bookable Resource of the Resource Type: Pool.

1. Create a new Resource with Resource Type: Pool
2. optional: add members to the Pool as Child Resources (entity: Bookable Resource Group)
3. 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

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!

Sources / more information:
https://docs.microsoft.com/en-us/dynamics365/field-service/upgrade-field-service
https://docs.microsoft.com/en-us/dynamics365/field-service/mobile-push-notifications

If you are trying to reset an Instance/Environment, this is usually done on https://admin.powerplatform.microsoft.com/environments.

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.

Let’s assume you have this setup of a Requirement Group Template:

Because in the Schedule Assistant default value for Sort result by is always Fewest Resources First, you should maybe keep time between Search Start and Search End rather small.

Because only than you are able to see all possible combinations on one screen.

This could especially be helpful if you prefer to send 3 Juniors instead of 2 Seniors to a job.

Non-matching members of a Crew that are going to be occupied as well by booking a Requirement Group are shown in Schedule Assistant in a separate grouping titled “Non matching”:

This provides a great overview of those capacity laying idle when scheduling the proposed booking.