Microsoft CRM Dynamics, Microsoft Dynamics 365, Microsoft Dynamics 365 Field Service, Microsoft Dynamics CRM

Restricting resources for customers in Dynamics 365 Field service

I have used Preferred Resource for Accounts in Field services a lot many times, which basically means that you can configure if the customer has some preferred resources and it helps the dispatcher to schedule those resources (if available) for a better customer experience.

Recently I came across how to configure if the customer doesn’t want a Resource to be allocated for their work orders.

How we do it is using the same Resource Preferences records but instead of choosing “Preferred ” preference type we use “Restricted”.

Adding Resource preferences:





Create a Resource preference of type “Restricted”


On schedule assistant, the restricted preferences will be applied and the resources would be filtered on the scheduled board if they are Restricted for a customer.

Advertisements
Standard

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s