Microsoft Dynamics 365 Field Services Manual Scheduling

Hi Everyone,

I am going to share information how  the Field Service Manual Scheduling will work

Field Service Manual Scheduling

Schedule Board can be customized out of the box as you can see on the image:

Filter & Map View

Filter :

You can filter the Characteristics - Rating
Roles
Territories
Organisational Units
Resource Types
Teams
Business Units
Sort result by

Map View:

We can see the where the resources are located and what scheduled work orders the current resource working etc.. we have the ability to drag and drop the resource booking to different dates on the schedule board.

Also the Views can be changed to "Horizontal and Vertical Views, Schedule can be viewed in hourly, days, weekly and  monthly views.

From the Tab Settings views can be configured according to our business requirements.

Unscheduled Work Orders can be drag and dropped on to the schedule board as well.

Some of the points about the Manual Schedule Work Order: 

Manually schedule a Work Order:

1) Drag unscheduled Work Order from list view
2) Drag unscheduled Work Order from map view
3) Block out a spot on the Schedule Board directly


Other Work Order Actions:

1) Reassign and Re-schedule previously scheduled Work Orders.
2) Update the status of Work Orders and change duration
3) Move Work Orders not complete to a future date
4) Print out or email driving directions for one or more field agents.

I hope this helps:

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