Dynamics 365 Field Service : Configure and apply Requirement group templates
- Multiple resource requirements
- The roles or characteristics needed for each resource
- The time relationships between resources (e.g., working together simultaneously)
- Specific skills, territories, or equipment for each resource
- Coordinating multiple resources who need to work in sync
- Ensuring that required skills and certifications are met
- Reducing manual scheduling errors
- Automating scheduling with Resource Scheduling Optimization (RSO)
- One senior technician with calibration experience
- One electrician with safety certification
- A crane operator for lifting parts
- Go to Field Service Admin > Settings
- Set “Enable Requirement Groups” to Yes
- Step 2: Create a Requirement Group Template
- Navigate to Resource Scheduling > Requirement Group Templates
- Click New to create a new template
- Give it a name (e.g., “Industrial Equipment Maintenance Team”)
- Save the record
- Open the template
- Under Requirement Group Controls, click + New Requirement Group Resource Requirement
- Define each resource role:
- Skill (e.g., Electrical, Calibration)
- Territory
- Time window and duration
- Organizational unit
- Repeat for each role required in the group.
- When creating a new work order, go to the Requirements tab
- Click “Add Requirement Group” and select your template
- The system adds all resource requirements as a group
- The system finds a time when all required resources are available together
- Booking is done for the entire team as a unit
- Rescheduling one affects the others to maintain synchronization
- Repeatability: Templates can be reused across similar work orders
- Automation: Improves consistency and reduces manual work
- Efficiency: Resources are booked faster and more accurately
- Compliance: Ensures all roles are filled by qualified personnel
- Reporting: Enhanced visibility into resource utilization and service delivery
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