Dynamics 365 Field Service : Configure and apply Requirement group templates

In Dynamics 365 Field Service, "Requirement Group Templates" is a powerful feature that allows you to manage complex work scenarios where multiple resources are needed to perform a job together—such as teams of technicians with specific skills, equipment, or roles that must be coordinated for the same job or task.


 
What Is a Requirement Group Template?

A Requirement Group Template is a predefined setup that defines:
  •  Multiple resource requirements
  •  The roles or characteristics needed for each resource
  •  The time relationships between resources (e.g., working together simultaneously)
  •  Specific skills, territories, or equipment for each resource
These templates are used to streamline the scheduling of multi-resource jobs, ensuring that the right combination of people is assigned to a work order efficiently.

Why Is It Important?

Without requirement group templates, scheduling jobs that need multiple technicians or specialized coordination becomes time-consuming and error-prone. This feature solves several key challenges:
  •  Coordinating multiple resources who need to work in sync
  •  Ensuring that required skills and certifications are met
  •  Reducing manual scheduling errors
  •  Automating scheduling with Resource Scheduling Optimization (RSO)
Real-Life Example

Suppose you're a field service provider for large industrial equipment, and servicing a machine requires:
  •  One senior technician with calibration experience
  •  One electrician with safety certification
  •  A crane operator for lifting parts
Instead of manually coordinating these roles each time, you define this configuration once using a Requirement Group Template. Every time this type of work order is created, the system uses the template to schedule all necessary resources together.

How to Configure Requirement Group Templates

 Step 1: Enable Requirement Groups
  •  Go to Field Service Admin > Settings
  •  Set “Enable Requirement Groups” to Yes
  •  Step 2: Create a Requirement Group Template
  •  Navigate to Resource Scheduling > Requirement Group Templates
  •  Click New to create a new template
  •  Give it a name (e.g., “Industrial Equipment Maintenance Team”)
  •  Save the record

 Step 3: Add Requirements
  •  Open the template
  •  Under Requirement Group Controls, click + New Requirement Group Resource Requirement
  •  Define each resource role:
    •    Skill (e.g., Electrical, Calibration)
    •    Territory
    •    Time window and duration
    •    Organizational unit
  • Repeat for each role required in the group.

 Step 4: Apply the Template to a Work Order
  •  When creating a new work order, go to the Requirements tab
  •  Click “Add Requirement Group” and select your template
  •  The system adds all resource requirements as a group
Scheduling with the Template

When the work order is scheduled:
  •  The system finds a time when all required resources are available together
  •  Booking is done for the entire team as a unit
  •  Rescheduling one affects the others to maintain synchronization
This works seamlessly with the Schedule Board and Resource Scheduling Optimization (RSO).

Benefits
  •  Repeatability: Templates can be reused across similar work orders
  •  Automation: Improves consistency and reduces manual work
  •  Efficiency: Resources are booked faster and more accurately
  •  Compliance: Ensures all roles are filled by qualified personnel
  •  Reporting: Enhanced visibility into resource utilization and service delivery 

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