Microsoft Dynamics 365 Field Services View Customizations

Hi Everyone,

I am going to discuss about the various views on the Field Service Schedule Board.

Lets get's started.

View Configuration Options:

1) There is one default schedule board for the organisation.

2) Additional public and private schedule boards can be created and modified.

3) Views are tied to Dynamics 365 views that can be customized

Customizing the Schedule Board:

Items are populated on Schedule Board based on Dynamics 365 views

Views associated with the following entities:
> Resource Requirements
> Bookable Resources
> Organizational Units
> Booking Alerts

Default filters and view settings can be defined per view

Web resources can be created to define custom booking rules and can be added to board.

Once scheduled board is opened on the right hand side we can see the "Initial Public View" and "+" sign, if we need to create a schedule board for someone or specific people then click on the "+" sign and it will open new pop up window where we can configure accordingly.

The main use of the multiple Schedule boards is that if the Schedule manager looks after different regions then he can check the tabs to move into different views quite easily.

I hope this helps:

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