Cloud Wars
  • Home
  • Top 10
  • CW Minute
  • CW Podcast
  • Categories
    • AI and Copilots
    • Innovation & Leadership
    • Cybersecurity
    • Data
  • Member Resources
    • Cloud Wars AI Agent
    • Digital Summits
    • Guidebooks
    • Reports
  • About Us
    • Our Story
    • Tech Analysts
    • Marketing Services
  • Summit NA
  • Dynamics Communities
  • Ask Copilot
Twitter Instagram
  • Summit NA
  • Dynamics Communities
  • AI Copilot Summit NA
  • Ask Cloud Wars
Twitter LinkedIn
Cloud Wars
  • Home
  • Top 10
  • CW Minute
  • CW Podcast
  • Categories
    • AI and CopilotsWelcome to the Acceleration Economy AI Index, a weekly segment where we cover the most important recent news in AI innovation, funding, and solutions in under 10 minutes. Our goal is to get you up to speed – the same speed AI innovation is taking place nowadays – and prepare you for that upcoming customer call, board meeting, or conversation with your colleague.
    • Innovation & Leadership
    • CybersecurityThe practice of defending computers, servers, mobile devices, electronic systems, networks, and data from malicious attacks.
    • Data
  • Member Resources
    • Cloud Wars AI Agent
    • Digital Summits
    • Guidebooks
    • Reports
  • About Us
    • Our Story
    • Tech Analysts
    • Marketing Services
    • Login / Register
Cloud Wars
    • Login / Register
Home » Dynamics 365: Job Scheduling and Capacity Planning
Automation

Dynamics 365: Job Scheduling and Capacity Planning

Jarrod KraemerBy Jarrod KraemerApril 22, 2021Updated:August 24, 20214 Mins Read
Facebook Twitter LinkedIn Email
Share
Facebook Twitter LinkedIn Email

The purpose of Job Scheduling is to schedule individual production orders so that each operation in the production route has a start date/time and end date/time. Job Scheduling also works to ensure that the materials that are needed for production are available when the operation starts.  

The role of Capacity Planning is to assess whether there is enough time, resources, and capabilities to finish production in time to meet demand.  

When set up correctly, Job Scheduling and Capacity Planning work together to plan a production schedule to the most efficient extent. This blog will highlight the import setups required to make the most out of the Job Scheduling and Capacity Planning features in Dynamics 365 for Supply Chain Management. 

Calendars 

Calendars determine when and how long resources and/or resource groups are available. In a calendar, you specify the specific working days and times. Calendars are very flexible, for instance, you can block out weekends, holidays, and lunch breaks. This way, when you run job scheduling, the system will only schedule jobs within the appropriate working days/times of the calendar. You can create multiple calendars and assign different calendars to different resources. 

Resource Groups 

A resource group represents a group of resources that are interchangeable during scheduling. Resource groups are great when you have multiple resources that can perform the same operations or when you have operations that require more than one resource. In that case, you can assign a resource group to a routing operation and have the system assign an individual resource, or multiple, within that group when job scheduling is run. 

Resources 

Resources are reserved for a specific operation during job scheduling. Resources can represent a worker or group of workers, a machine, tool, location, or more. Within a resource, you can specify the resource’s operations scheduling percentage, efficiency percentage, capabilities, capacity, resource group, and calendar. You can also assign a priority to a capability. This means that if two resources have the same capability, the resource with the higher priority will be reserved for job scheduling  

Running Job Scheduling  

After you have created your production orders. You can run job scheduling to schedule operations based on operation resource requirements. Each operation on a production route has its own resource requirements. An operation can require a specific resource, resource group, capability, skill, or a combination of requirements.  

From that point, there are a variety of scheduling parameters to select. For instance: 

  • Scheduling direction – Can be forward scheduling meaning production will start as early as possible or backward scheduling meaning production will start as late as possible and still meet its target deadline. 
  • Primary resource selection – The system will choose resources based on duration (which resource can complete the operation the soonest) or priority (a resource with the highest priority is selected) 
  • Finite capacity – Select this check box if you want the job scheduling to include capacity limits. This means the load on the resource will not be greater than the capacity of the resource 
  • Finite material – Select this check box if you want the job scheduling to consider materials as finite. If the materials are finite, the coverage of material for that time is considered. 

Gantt Chart 

Visualize your production schedule with the Gantt chart. You have the ability to view your production schedule by resource or order. You can move operations to new dates and move them between resources. Any changes you make in the Gantt chart update the route on the production order.   

Gantt chart – Resource view 

Gantt chart – Order view 

Next Steps    

If you are interested in learning more about job scheduling as well as maximizing the use of Microsoft Dynamics 365 for Finance and Supply Chain Management contact us here to find out how we can help you grow your business. You can also email us at info@loganconsulting.com or call (312) 345-8817. 

Interested in Logan Consulting?

Schedule a discovery meeting to see if we can help achieve your goals

Connect With Us

Book a Demo

ai automation Dynamics 365 CE / CRM finance supply chain management
Share. Facebook Twitter LinkedIn Email
Jarrod Kraemer
  • Website

Jarrod joined Logan Consulting in 1999. He is focused on business development for the Microsoft Dynamics 365 for Finance & Supply Chain Management practice. Jarrod has proven software and consulting experience in a wide variety of industries, including Manufacturing, Distribution, Automotive, Pharma/Life Sciences, and Professional Service Industries. He possesses a well-developed-ability to think strategically and understand client's needs.  Jarrod holds a BA in Business Management from the Carlson School of Management at the University of Minnesota as well as a BA in Business and Industry Education from the University of Minnesota. Logan Consulting helps manufacturing, distribution, and professional service organizations use technology to reduce costs and increase sales resulting in higher company profits. Our firm specializes in running or augmenting complex projects, primarily in the Microsoft Dynamics 365 Finance and Supply Chain Management. We use a business process-driven approach to ensure we achieve the cost savings and other value creation while simplifying the technology deployment to reduce risk and cost.

Related Posts

Oracle Surges on AI Boom as FY26 Cloud Growth to Blow Past 40%

June 12, 2025

Cognizant and ServiceNow Unite to Centralize IT, HR, and Customer Service with AI

June 12, 2025

AI Agent Security: Red Teaming Emerges as Solution to Broad Range of Threat Categories

June 12, 2025

Oracle’s Safra Catz: ‘Hypergrowth, Here We Come!’

June 12, 2025
Add A Comment

Comments are closed.

Recent Posts
  • Oracle Surges on AI Boom as FY26 Cloud Growth to Blow Past 40%
  • Cognizant and ServiceNow Unite to Centralize IT, HR, and Customer Service with AI
  • AI Agent Security: Red Teaming Emerges as Solution to Broad Range of Threat Categories
  • Oracle’s Safra Catz: ‘Hypergrowth, Here We Come!’
  • ServiceNow and Juniper Networks Partner to Deliver AI-Powered Automation for MSPs

  • Ask Cloud Wars AI Agent
  • Tech Guidebooks
  • Industry Reports
  • Newsletters

Join Today

Most Popular Guidebooks

Accelerating GenAI Impact: From POC to Production Success

November 1, 2024

ExFlow from SignUp Software: Streamlining Dynamics 365 Finance & Operations and Business Central with AP Automation

September 10, 2024

Delivering on the Promise of Multicloud | How to Realize Multicloud’s Full Potential While Addressing Challenges

July 19, 2024

Zero Trust Network Access | A CISO Guidebook

February 1, 2024

Advertisement
Cloud Wars
Twitter LinkedIn
  • Home
  • About Us
  • Privacy Policy
  • Get In Touch
  • Marketing Services
  • Do not sell my information
© 2025 Cloud Wars.

Type above and press Enter to search. Press Esc to cancel.

  • Login
Forgot Password?
Lost your password? Please enter your username or email address. You will receive a link to create a new password via email.