Category Archives: Field Service

Resource Scheduling Optimization (RSO)- Initial configuration steps – Part 1

In my previous blog, I have explained “How to configure the RSO in Dynamics 365 Instance“.

In this blog, I will explain how to start with the Initial configuration steps of RSO.

Once the RSO solution has been deployed, you will be able to see the RSO Application as follows:

After installing RSO, Initial steps need to be configured inside your Dynamics 365 instance. We need to enable the functionality in your Dynamics 365 environment and defining what should be optimized by the solution.

By default, RSO will not be enabled (it will be in turned off) state, so it will need to be turned on.

This can be enabled from the Resource Scheduling Optimization app by selecting Administration > Resource Scheduling Parameters.

When RSO is installed, the RSO will add a Resource Scheduling Optimization tab. From the tab you can enable RSO by setting the Enable Resource Scheduling Optimization field to yes.

You can define a default goal for the organization if needed. You can select the default goal, or you can create your own goal from the Optimization goals tab.

How to configure Bing Maps in RSO?

RSO mainly use the map functionality to locate the closest resource to work on an item, so it is important that the organization has enable the map functionality

By default, the Connect to Maps field will be set to no in the scheduling parameters. You will need to set this to yes to ensure the schedule board and schedule assistant will use maps to schedule items.

Navigate to Administration in the RSO Application, open the scheduling parameters and update the Connect to Maps field to Yes.

By default, it will use Bing Maps, but you can configure it to work with any map provider by providing a specific Map API Key value for the mapping provider you want to use in the Map API Key field.

In the next blog I will show you the “how to prepare data for optimization”

I hope this blog post helps you. If you are interested to know more about this topic then, I encourage you to check out my blog on this.

How to configure the Resource Scheduling Optimization (RSO) in Dynamics 365 instance

In this blog post, I will explain how to configure the Resource Scheduling Optimization (RSO) to your Dynamics 365 CE instance.

Organizations that require automated scheduling and optimization can purchase the Resource Scheduling Optimization (RSO) add on solution.

  • Purchase Field Service. Go to the Microsoft 365 (Office 365) Admin Center > Billing > Purchase Services and then we need to purchase Resource Scheduling Optimizations (RSO) from Add-ons.

Once purchased, the solution can be deployed to a specific Dynamics 365 instance from the Power platform Admin center by navigating to the https://admin.powerplatform.microsoft.com/resources/applications .

The RSO application will be listed in the available applications list. Once located, it can be configured for a specific instance by selecting the manage button.

Once you click on manage it will navigate you to the https://rsomanagement.dynamics.com/

When deploying the solution, you will need to provide the organization it should be deployed to and agree to the licensing agreement. When it is deployed, RSO creates a Microsoft hosted Azure instance that hosts the optimization engine and service.

This instance is managed and maintained by Microsoft and is used only for the RSO deployment. After the RSO solution has been deployed, it can be managed from this same area moving forward.

After it is deployed, the RSO instance management screen provides the following capabilities:

Open CRM Organization: Allows you to access the Dynamics 365 organization that is associated with the RSO instance.

Delete current Deployment: This will delete the RSO Azure resources. The RSO solution will remain in your Dynamics 365 environment. It does not impact anything inside the Dynamics 365 organization.

It will take at least 15 minutes to deploy RSO into Dynamics 365 CE instance. Once it is deployed, it will display as configured in the resources page in Power Platform Admin center as follows:

After the solution has been deployed, it will need to be configured inside your Dynamics 365 instance. In the next blog I will show you how to do the configuration in Dynamics 365 CE instance.

I hope this blog post helps you. If you are interested to know more about this topic then, I encourage you to check out my blog on this.