Hello Everyone,
Today i am going to share new scheduled board view on Dynamics 365 Field Service.
Lets gets started.
The first “+” to expand all resources bookings in the timeline.Similarly “-” symbol is to collapse the resource bookings.
Filters:
You can filter by Characteristics – Rating, Roles of the resource, resource by territories, Organisation units, Resource types, Teams, Business Units to schedule bookings.
View:
You can view the board hourly, daily, weekly, monthly.
List view or Gants view:
List view will show the resources list.
Where as Gants view:
Gant view shows the all resources and scheduled work orders on the board.
Calendar:
With the Calender view you can adjust the dates with it.
Booking manually on the scheduled board using the Book icon:
Detail Panel:
Detail Panel will work when you “resource” and click on detail panel, it will details related to the resource.
Legend:
Legend shows the booking status in color format, you can change these color from board settings too.
Booking status: Cancelled, Commited, Completed, Hard, In Progress, On Break, Proposed, Scheduled, Soft, Travelling, Timelinen- Non Working Hours.
Booking Alert :
If there are any alerts related to bookings will be displayed here.
Map:
Map view will show the bookings and there distance, requirements, Routes, Organisatio Units, Traffic, Grayscale.
Board View Settings:
Board View Settings allows all time zone , time resolution, row height, show cancelled, apply territory filter, show booked percentage and all board settings.
When you click on all board settings:
Initial Public View will pop up, you can always change these settings according to your organisation requirements.
For example: When you expand Map, you can adjust the resource tooltips view to any view that is available like “active bookable resources(Default) or contact resources etc..
Simiraly you can make changes for scheduled assistant, Custom web resource where you can make custom customisation on the board.
Schedule Assistant:
Schedule assistant allows to make changes to the view on the scheduled board for search for, unavailable resources, Available color, Partially available color, Book based on, default available icon, default unavailable icon, default partially available icon.
Simiraly for rest like “Board color” as discussed previously, other, schedule types like work orders, appointment, project, none,
Requirement panel:
with the requirement panels, you can change the panel view by clicking the “+” icon and also apply filters too.
You can refresh the board by clicking the refresh icon show below, also you can expand the full browser view by clicking littel arrow icon.
Finally on the scheduled footer area you can see the
Open requirements, Project and Unscheduled Work Orders.
The allow view change on the scheduled board is MAP view which will be on the right hand side of the Scheduled board and some look and feel icons and settings too.
I hope this arcticle have shown some quick glimpse of the Dynamics 365 Field Service Schedule Board.
Malla Reddy(@UK365GUY)