Getting a Dynamics 365 Trial with URS
Jun09

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) is the scheduling engine that is… Continue Reading Sara...

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No-Code Hack – Use Calculated Fields for Event Age Validation
May23

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 might need to explain the use of the word hack. About a month ago I recorded a chat… Continue Reading Sara...

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New feature released: Quick Book in URS
May10

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 Board is probably the strongest feature in URS, there are several scenarios… Continue Reading Sara Lagerquist’s...

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Geocode a Custom Entity with Microsoft Flow
Apr25

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 to use this feature you need to have Longitude and Latitude on your Resource Requirement … Continue Reading Sara...

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Assign User Security Roles in a CDS Model Driven App
Apr08

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 the other day and the Manage Roles button in the command bar was missing. A bit amused and… Continue Reading Sara...

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Use Characteristics to Fine-tune your Resource Result in URS – Part 2
Mar18

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 scenarios. This is part of a series of articles about Universal Resource… Continue Reading Sara Lagerquist’s...

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How To Change Default Appointment Behaviour In Unified Interface
Mar06

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: This is by design behavior currently. The appointment created in UCI… Continue Reading Sara...

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Use Characteristics to Fine-tune your Resource Result in URS – Part 1
Feb25

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 series of articles about Universal Resource Scheduling (URS) and examples on… Continue Reading Sara Lagerquist’s...

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Get Fields From Related Records Using Actions
Feb11

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 explain how you can use an action as a placeholder for that information that is… Continue Reading Sara...

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Refining your Resource search in URS
Jan30

Refining your Resource search in URS

In my previous post I wrote about how to enable a custom entity for scheduling with Universal Resource Scheduling, a part of Dynamics 365 Customer Engagement. In this post I will take it one step further, and help to refine our resource search with the help of a workflow. This is part of a series of articles about Universal Resource Scheduling (URS) and examples on how to customize and use it… Continue Reading Sara...

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Get started with Universal Resource Scheduling
Jan14

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? But how? What should I think about?Well let… Continue Reading Sara...

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