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Part 2: The Planning Process
foundations
Planning Preparation
Sending masterdata from Business Central, finding the work to be done, and finding the right resource by location, qualifications, and availability.
11 lessons
What you'll cover
- Overview2 lessons
- Sending the work to DS2 lessons
- Finding the work that needs to be done3 lessons
- Finding the right resource4 lessons
Lessons
11 lessonsOverview
- 01Chapter DiscoveryAfter this lesson you can name the four preparation topics and explain why finding work and resources matters before you drag.Quiz3 min
- 02PrerequisitesAfter this lesson you can confirm whether your Business Central data supports location and qualification filtering in lessons nine and ten.Quiz3 min
Sending the work to DS
- 03Masterdata in BCAfter this lesson you can explain where masterdata lives, why Business Central is the system of record, and which Fast Track modules apply to your business.Quiz4 min
- 04Sending your masterdataAfter this lesson you can describe what the Fast Track Wizard does on first run and when appointment sending differs from automatic masterdata sync.Quiz3 min
Finding the work that needs to be done
- 05The open task componentAfter this lesson you can use the open task panel as a live queue and explain how planned and open tasks mirror each other.Quiz4 min
- 06Getting more information from the gridAfter this lesson you can export the open task panel to PDF and build a today's-urgent layout for same-day triage.Quiz3 min
- 07Searching for detailsAfter this lesson you can explain how the details pane layout works and where custom fields are mapped from.Quiz3 min
Finding the right resource
- 08Personalize the resource gridAfter this lesson you can build and save a resource grid layout for one slice of your team.Quiz3 min
- 09Finding resources by locationAfter this lesson you can use the map to pinpoint tasks and resources and plan geographically clustered work.Quiz4 min
- 10Finding resources based on their qualificationsAfter this lesson you can filter the resource grid by skills manually or rely on automatic task-driven filtering when data supports it.Quiz4 min
- 11Finding resources by their availabilityAfter this lesson you can read the capacity pivot to answer whether a resource has enough free hours in a period.Quiz4 min