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Part 4: Advanced Features
advanced
Advanced Features
The power-user chapter: capacity pivot, containers, appointment information, calendars, constraints, custom resource filters, and routes.
44 lessons
What you'll cover
- Overview2 lessons
- Deep-dive into the Capacity Pivot6 lessons
- Connecting Appointments with Appointment Containers5 lessons
- Appointment Information4 lessons
- Configuring the Details Component4 lessons
- Planning within Business Hours with Calendars7 lessons
- Plan with Date Constraints5 lessons
- Custom Resource Filters5 lessons
- Plan Routes6 lessons
Lessons
44 lessonsOverview
Deep-dive into the Capacity Pivot
- 03Capacity pivot — use case goalFrame the capacity pivot challenge this section solves.2 minScript ready
- 04Grouping and structuring dataConfigure rows, columns, and values in the capacity pivot to match your business structure.4 minScript ready
- 05Label & value filtersFilter the capacity pivot down to the slice that answers your specific question.3 minScript ready
- 06Settings & field settingsTune pivot behaviour and field-level options, including multi-day distribution.3 minScript ready
- 07Capacity pivot — use case exerciseBuild a pivot that solves the junior-consultant scheduling problem.4 minScript ready
- 08Capacity pivot — potentialRecognize that the pivot can show units other than hours.2 minScript ready
Connecting Appointments with Appointment Containers
- 09Containers — use case goalFrame the appointment-container challenge this section solves.2 minScript ready
- 10Grouping appointments with appointment containersCreate containers and group existing appointments into them.4 minScript ready
- 11Scheduling with appointment containersMove, lock, collapse, and sync containers as planning units.5 minScript ready
- 12Containers — use case exerciseBuild a multi-stop route as a container, then reschedule it as a unit.4 minScript ready
- 13Containers — what's in the boxRecognize that containers can be created from Business Central too.2 minScript ready
Appointment Information
- 14Appointment information — use case goalFrame the appointment-information challenge this section solves.2 minScript ready
- 15Changing the subject & body of your appointmentsConfigure field templates to populate appointment subject and body automatically.4 minScript ready
- 16Customizing the appointment editorConfigure appointment templates to control which fields appear in the editor.3 minScript ready
- 17Appointment information — use case exerciseApply field and appointment templates to a real appointment type, end to end.3 minScript ready
Configuring the Details Component
- 18Details component — use case goalFrame the details-pane configuration challenge.2 minScript ready
- 19Building your informative details tableConfigure the details pane layout with sections and field ordering.4 minScript ready
- 20Renaming your fieldsUse localizations to relabel fields to match your team's vocabulary.3 minScript ready
- 21Details component — use case exerciseBuild a pane layout and rename fields for a real record type.3 minScript ready
Planning within Business Hours with Calendars
- 22Calendars — use case goalFrame the working-hours and holiday challenge calendars solve.2 minScript ready
- 23Creating a calendarCreate a calendar with working hours and set it as a default.4 minScript ready
- 24Managing the holidaysAdd day and week overrides to handle holidays and exceptions.3 minScript ready
- 25Scheduling within the working hoursUnderstand how the planning board enforces or warns when scheduling outside working hours.3 minScript ready
- 26A resource's calendarAssign a calendar to a resource and use parent-company calendar inheritance.3 minScript ready
- 27Scheduling overhoursConfigure and use the overhours toggle for legitimate outside-hours work.3 minScript ready
- 28Calendars — use case exerciseBuild calendars for two scenarios and assign them to the right resources.3 minScript ready
Plan with Date Constraints
- 29Date constraints — use case goalFrame the date-constraint challenge for service-level agreements and contractual deadlines.2 minScript ready
- 30Set up constraint parametersInstall the constraint extension and enable it in Application Setup.3 minScript ready
- 31Planning with constraintsRecognize and respect constraints during day-to-day planning.3 minScript ready
- 32Locking appointmentsLock appointments through Repair Status and through code-driven rules.3 minScript ready
- 33Constraints — use case exerciseConfigure SLA constraints and a lock policy for a real workflow.3 minScript ready
Custom Resource Filters
- 34Custom resource filters — use case goalFrame the custom-filter challenge for filtering on attributes beyond the standard set.2 minScript ready
- 35Setting up filter groupsCreate filter groups and define their values.4 minScript ready
- 36Linking the filters to the planning dataTag resources and tasks with filter group values, and use them in resource grid layouts.3 minScript ready
- 37Custom filters — use case exerciseBuild a department filter and apply it to the resource grid.3 minScript ready
- 38Custom filters — what's in the boxRecognize the broader uses of filter groups beyond the resource grid.2 minScript ready
Plan Routes
- 39Routes — use case goalFrame the routing challenge for field teams that move between locations.2 minScript ready
- 40Getting more out of the MapConfigure traffic, truck attributes, containers, bulk-select, and the profile-vs-application-setup distinction.4 minScript ready
- 41Sequencing the route's stopsUse the route sequence component to optimize the order of stops on a route.3 minScript ready
- 42Action URIsAdd action URIs to launch external tools or workflows from inside Dime.Scheduler.3 minScript ready
- 43Live-trackingUse live tracking responsibly to see resource locations in real time.3 minScript ready
- 44Routes — use case exercisePlan, sequence, and dispatch a multi-stop route using the routing tools.4 minScript ready