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 →
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 →
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 →
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 →
No-Code Hack – Use Calculated Fields for Event Age Validation
This past weekend I was at Dynamics Power Saturday in Amsterdam an delivered a session I call "No-Code Hacks". One of my hacks was to show how you can solve a requirement for age limit at event by only using customization, a requirement usually solved with JavaScript. What is a Hack? To start with I... Continue Reading →
Geocode a Custom Entity with Microsoft Flow
One of my favorite features with URS is the ability to search for Resources based on their location and even get estimated travel time calculated into the result view on the schedule board. You can view your Resources and your Resource Requirements in a map view and even see real time traffic. To be able... Continue Reading →
Assign User Security Roles in a CDS Model Driven App
Being able to build model-driven apps on the Power Platform with out actually having it base it on a Dynamics CE first party app opens up a world of possibilities, but also a few new experiences for a former Dynamics-gal like myself. For instance when I was going to assign my Users their Security Roles... Continue Reading →
Use Characteristics to Fine-tune your Resource Result in URS – Part 2
In part one of this mini series within my URS series (I like series, OK?) I suggested a way to use Characteristics with the Scheduling Assistant to help fine-tune your resource results. In this article I suggest another option to that, one that is slightly more complex but also more flexible and applicable to more... Continue Reading →
How To Change Default Appointment Behaviour In Unified Interface
Recently I came across an inconsistent behavior regarding the Appointments entity in the UI (Unified Interface) compared to the Classic Interface. I asked my best friend Google... uhm I mean... Bing for advice but didn't find anything to help me so I opened a Microsoft support case about it. This is the response I got:... Continue Reading →
Use Characteristics to Fine-tune your Resource Result in URS – Part 1
In my previous article I refined my resource search with the Resource Category entity conditioned by the Event type. You can find that blog post here. In this article I will add additional filtering with the help of the Characteristic entity when I continue my search for the perfect Resource. This is part of a... Continue Reading →
