Loading...

Dynamics 365 Field Service :Configure working hours and working hour templates

Dynamics 365 Field Service :Configure working hours and working hour templates

In Dynamics 365 Field Service, Working Hours and Working Hour Templates are essential tools used to define and manage the availability of resources (like technicians, crews, or facilities) for scheduling and dispatching purposes. 

Working Hours

Working Hours specify the exact times during which a resource is available for work. This information helps the schedule board, resource scheduling optimization (RSO), and other scheduling tools to assign work orders efficiently and avoid conflicts.

Key Features:

  • Defined per resource, facility, or organizational unit.
  • Can include specific start and end times per day.
  • Supports multiple time slots in a single day (e.g., split shifts).
  • Takes into account time zones.
  • Allows for exceptions (e.g., holidays, breaks, or time off).

Example:

A technician might be available from 9:00 AM to 12:00 PM and again from 1:00 PM to 5:00 PM, Monday to Friday. These are set up in their working hours calendar.

Working Hour Templates

Working Hour Templates are reusable sets of working hours that can be applied to multiple resources or organizational units. Instead of manually setting working hours for each resource, you can create a template and apply it uniformly.

Benefits:

  • Saves time and ensures consistency.
  • Helps onboard new resources faster.
  • Makes it easier to manage organizational changes.

Use Case Example:

You create a "Standard Weekday Shift" template (Monday to Friday, 9 AM–5 PM) and apply it to all newly onboarded field technicians.

How to Use

  • Navigate to Resource Settings → Working Hours.
  • Choose a resource and select Change Work Hours.
  • You can set hours manually or apply a template.
  • To create or manage templates, go to Settings → Scheduling → Working Hour Templates.

Importance in Field Service

  • Enables accurate scheduling of work orders based on technician availability.
  • Improves dispatching efficiency by reducing missed appointments and delays.
  • Aligns scheduling with business hours and service level agreements (SLAs).
  • Critical for optimizing resource utilization and customer satisfaction.

In short, Working Hours and Working Hour Templates ensure your resources are available when needed, while maintaining flexibility and consistency across your workforce.

Published on:

Learn more
Power Platform , D365 CE & Cloud
Power Platform , D365 CE & Cloud

Dynamics 365 CE, Power Apps, Powerapps, Azure, Dataverse, D365,Power Platforms (Power Apps, Power Automate, Virtual Agent and AI Builder), Book Review

Share post:

Related posts

Dynamics 365 Field Service : Launch related apps, including Dynamics 365 Remote Assist and Guides

In the fast-evolving world of field service management, empowering technicians with real-time, context-aware tools is key to boosting efficien...

9 hours ago

Dynamics 365 Field Service : Configure barcode features

Field technicians often work in fast-paced, high-pressure environments where every second counts. Whether they’re identifying parts, scanning ...

21 hours ago

Dynamics 365 Field Service : Enable scheduling for a table, including configuring the metadata

When working with Dynamics 365 Field Service, efficient scheduling is at the heart of delivering timely and effective service. Whether you're ...

3 days ago

Dynamics 365 Field Service : Service and maintain customer assets, including IoT devices

In today’s connected world, customers expect fast, personalized, and proactive service—especially when it comes to maintaining high-value asse...

4 days ago

Dynamics 365 Field Service : Configure offline profiles and synchronization features

In today's fast-paced, always-on service industry, field technicians can’t afford downtime due to poor or no internet connectivity. Imagine be...

5 days ago

Dynamics 365 Field Service : Manage working offline

In today’s fast-paced service industry, staying connected is critical—but what happens when your field technicians are working in remote areas...

6 days ago

Dynamics 365 Field Service : Troubleshoot the schedule assistant

The Schedule Assistant in Dynamics 365 Field Service is an essential tool that helps dispatchers or resource managers find the best resources ...

8 days ago

Dynamics 365 Field Service : Apply filtering constraints

Dynamics 365 Field Service is all about delivering on-site services efficiently, ensuring the right resources are assigned to the right jobs a...

8 days ago

Dynamics 365 Field Service : Configure schedule assistant settings

In Dynamics 365 Field Service, efficient resource scheduling is at the heart of delivering excellent service. The Schedule Assistant is a powe...

9 days ago

Dynamics 365 Field Service : Configure the integrated map feature

In the world of field operations, location intelligence is key. The integrated map feature in Dynamics 365 Field Service enables dispatchers, ...

10 days ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy