New feature released: Quick Book in URS

A new, exciting and smoking hot feature for URS (Universal Resource Scheduling) was released in EMEA just earlier this week. It is the ability to enable quick scheduling for any entity in Dynamics CE that uses URS. How? Where? And why? Let's take a look. When do I need Quick Book? Even though the Scheduling... Continue Reading →

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Get Fields From Related Records Using Actions

Have you ever had that requirement where you know you can solve most of it with a workflow but the information you are after is one relationship too far away? For example:I have a custom entity called Event Registration that is related to Contact but the discount information is placed on Account. This article will... Continue Reading →

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Get started with Universal Resource Scheduling

Universal Resource Scheduling is the scheduling engine in Microsoft Dynamics 365 Customer Engagement that allows you to enable scheduling for any entity, even custom entities. It's used to find the best resource based on a set of different variables for example availability, skill set and location. I know what you are thinking... Even custom entities?... Continue Reading →

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Getting a Dynamics 365 Trial with URS

Universal Resource Scheduling (URS) is not a standalone Dynamics 365 Customer Engagement First Party App like Sales, Customer Service, Field Service or Project Service Automation. Therefore there's been some confusion about how to get a hold of a trial that have URS installed. Well - let's clarify how in this article. URS (Universal Resource Scheduling)... Continue Reading →

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