Manage crew membership on daily basis
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Field Service. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
Enabled for | Public preview | Early access | General availability |
---|---|---|---|
Users, automatically | - | - | May 24, 2024 |
Business value
Dispatchers often need to change membership of a crew as conditions change. Sometimes called the "daily shuffle" or "morning shuffle," this feature allows dispatchers to quickly add, remove, and move members between crews for a single day. By creating one efficient and intuitive interface to perform this task, users can save hours of time that would otherwise be spent manually editing each crew.
Feature details
- Add a new morning shuffle control to manage membership of crews on a single day. Users can add and remove resources from a crew or swap resources between crews for that work day, enabling them to efficiently fill in any gaps. Any previously scheduled bookings are added to or removed from the relevant resources to reflect the changes.
- Add an optional "Optimal Size" field to the crew resource type so that schedulers can easily see how many crew members are needed to fill out a given crew.
- Fix and improve the logic that cascades changes to crew bookings between crew members, particularly for when members are added or removed from a crew.
See also
Quickly change a resource's crew membership for a day (docs)