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Solution
Dynamics 365
Power Platform
Advanced Dynamics 365 Resource Scheduling
Refine your scheduling and field operations with a fully customized resource management solution, including a modified calendar for optimized resource planning and booking.
Smart Resource Management
The UDS team has built a solution that can extend Dynamics 365 Field Service capabilities or work as a separate scheduling module.
This Advanced Resource Scheduling assists with smart resource optimization by assigning jobs and tasks based on availability, location, skills, and other criteria in a faster, more powerful, flexible, and customizable calendar with many views.
Our smart calendar helps assign the right resources for the right work at the right time, optimize workforce management, and handle customers' requests faster. It also easily and efficiently manages components such as projects, appointments, tasks, orders, products, services, teams, resources, and facilities.
Benefits
Flexibility
With our solution, you can use PowerApps licenses without Dynamics modules, which can save a great deal of your budget.
Full customization
The calendar and other components of the solution fully adapt to different business areas and provide a completely customizable set of functionalities, not limited by out-of-the-box functionality.
Automated scheduling
The solution's Resource Scheduling Optimization (RSO) and Universal Resource Scheduling (URS) capabilities allow for automating bookings and minimizing errors through manual effort optimization.
Compatibility
Our Power Platform-based solution makes it possible to integrate the tool with other products with minimum effort and includes further Power Platform development opportunities.
Enhanced resource distribution
The UDS solution allows businesses to avoid unforeseen expenses through smart allocation and utilization management, real-time visibility, and intelligent task management.
Comprehensive reporting
With our innovative scheduling tool, companies can efficiently track the status and performance of work orders to identify bottlenecks and growth areas.
What We Provide
Self-sufficient Scheduling
Solution
Enhancement for the Dynamics 365 Field Service
The Main Modules
1
Scheduling
This module supplies smart resources and booking scheduling. Our calendar is fast, powerful, variable, informative, and can be adapted to any business requirement.
2
Work orders execution
With its help, you can define the tasks specialists must perform.
3
Tracking and maps
It lets you implement route optimization, GPS live tracking, and location mapping, integrate third-party mapping services, and use a map view.
4
Assets and equipment management
This module tracks your products, equipment, and service agreements.
5
Inventory and parts management
It lets you monitor and suggest the right materials for each job and order.
6
Reporting
This function enables the analysis of service performance and effectiveness.
The Key Features
Schedule board with intuitive and user-friendly design
Real-time updates and
notifications
Task assignment and unique rules for work order booking
Convenient visualization, multi-views and filtering
Customer self-booking appointment capabilities
Work and non-work-related appointment creation
Analytics and reporting
Multi-resource scheduling
Mobile devices support
Are you Interested?
Common Use Cases
The Resource Scheduling approach suits different examples and is highly beneficial for different areas, such as:
- Work orders planning for repairing, utility, and field services
- Professional services and consulting services
- Education scheduling (useful software for universities, schools, and other educational institutions)
- Accounting and financial services
- Real estate or asset booking for space rentals, vehicles, construction equipment, and more
- Manufacturing work orders
- Appointment scheduling for corporations (internal and external rentals)
UDS Cases
Web application for automotive business
Learn how our team of Microsoft-certified professionals helped a German car rental service company streamline operational processes and increase the efficiency of car fleet management.
Our team conducted an in-depth system analysis before beginning any work to ensure the project's success. Thus, we identified three key modules that needed improvement: check-in, check-out, and damage monitoring.
Web application for accounting
Discover how we helped our US client, a financial industry company. They asked us about a flexible audit reporting solution.
As a result, our team released a Power Apps application with a user-friendly UI that allows smooth appointment scheduling. Some additional features, like approving the request, adding comments, assigning the responsible person at every stage, and tracking progress, automated the process to a new level.
Related services
Microsoft Dynamics 365 Field Service
Improve your field service operations, deliver on-site service quickly and efficiently, and maintain a tight collaboration with your technicians and customers. We supply basic implementation and advanced customization for workflow automation, resource management, remote assistance, IoT, and more.
Solution for Wholesalers
Discover our Sales Solution for Wholesalers adapted to specific needs and wholesale processes. Extend your current CRM using extended Dynamics 365 Sales, Field Service and Customer Service capabilities with ERP integration.
Microsoft Dynamics 365 Customer Service
Optimize and scale your customer service management and deliver personalized support through omnichannel service with minimal resources! We offer both ready-to-go solutions for quick basic implementation and advanced custom development.
Contact Us
Let's discuss how UDS can customize this Dynamics 365 resource scheduling solution for your business.
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