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Universal scheduling in Dynamics 365 Field Services

The Schedule Board and Resource Scheduling Optimization are the main features of Field Services but they only work with Entities like Work Order and Projects.

If we want scheduling to work with other entities like Opportunities for example, then we can configure Field Services to work with such entities as well (Even custom entities can be configured to work with scheduling).

To configure an Entity to work with Field Service scheduling, Go to Field Services Administration:

Universal1

 

Universal2

In the above screenshot, we are continuing Case entity to work with Field Service Scheduling.

 

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