The five stages of scheduling adoption with Microsoft Dynamics 365

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Scheduling the right resource to perform a task at the right time and in the best way is not easy. Universal Resource Scheduling (URS) is a Microsoft Dynamics 365 solution that allows organizations to plan and optimize the deployment of resources to deliver jobs in a variety of scenarios.

For example, an organization could have jobs that run regularly, or it could have night shifts. It may want to optimize the schedule for many resources at a time. Customers may cancel a service with very short notice, and the cancellation might impact one or multiple resources. Resources, in this context, means people, equipment, and facilities. Resource Scheduling Optimization (RSO) automatically identifies the best equipped resources to complete the identified job. This includes automatically scheduling work orders to field technicians, cases to customer service reps, and any other example based on how you are using Dynamics 365 Field Service, Customer Service, or Project Service Automation.

Stage 1: Manual scheduling

Given the diverse scenarios for resource schedule optimization, five typical stages of scheduling adoption emerge as best practice. The five stages apply from early Field Service adoption all the way up to large deployments with full automation.