Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Looking for experiences with Universal Resource Scheduling

(0) ShareShare
ReportReport
Posted on by 495

Hi all, 

So Universal Resource Scheduling is a thing now, breaking the schedule board away from Field Service and opening it up for Customer Engagement. Does anybody out there have any experience with it using it with Sales/Opportunities? Does it work well, or is URS one of those "works in progress" that's still rough around the edges? Does it tie in with the D365 App for Tablets and Phones, or does it require its own app? Does it sync to Office 365/Outlook through the same Async process as D365, or is it its own thing? Can users block time in their Outlook calendar and have it sync to the schedule calendar?

How well does it work in the 9.1/Unified Interface environment?

It looks like it would be incredibly useful for a sales team on the go, being able to show the reps available in a geographic location, travel time, mapping, etc... but screenshots never tell the full story. ;) If anyone could share their personal experience with URS and Sales, I'd greatly appreciate it!

Thanks,

Rob

*This post is locked for comments

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 54

#3
dkrishna Profile Picture

dkrishna 6

Featured topics

Product updates

Dynamics 365 release plans