Welcome to our blog where will be sharing tip, tricks and detailed walk-throughs covering all areas of Dynamics 365 but primarily focused on the Field Service and Project Service Apps, Scheduling and integration using Microsoft Flow and the Common Data Service (CDS). We hope you find the blog posts useful and please feel free to comment if you would like us to elaborate on any particular area. 

Adding your own custom HTML web resource to the Details section in the Schedule Board

A great new feature recently introduced in the Dynamics 365 Schedule Board is the ability to add your own custom web resource as a tab to the Details section of the Schedule Board page. This opens up a whole host of possibilities allowing you to extend the current features provided by the Schedule Board or simply provide the user with more information. These might include creating a HTML web resource which leverages the Client Extensions Framework (which I will discuss in another blog post) to add functionality which is based on the current Schedule Board display.

If you're using the Resource Scheduling Optimization feature in Dynamics 365 you may already be familiar with this feature as Microsoft use it to allow you to configure the "Optimization" settings (as shown below)

I'm going to run through a very simple example today but it will illustrate how easy it is to add a custom HTML web resource as a tab to the Schedule Board. So, for my example I will simply be adding a "Incident Types by Month" chart to be displayed to the user in a new tab which will end up looking something like the screenshot below:

To be able to use this chart I have created a basic dashboard with just the "Incident Types by month" chart.

Next, I had to create a basic HTML web resource in Dynamics 365 to reference this dashboard for display in the tab.

Once, the customizations have been saved & published the final step is to reference the HTML web resource in your Schedule Board Tab settings. For example, to add it to the "Initial Public view" tab, double-click on the tab to display the settings window.

And that's it. I hope you found it useful and whilst you can't specify multiple web resources as additional tabs, you could of course build in a jQuery Tab control (or similar) to your HTML web resource to provide additional options/features.

This really opens up a lot of possibilities but I should also point out that at the moment there are no documented/supported methods available in the Client Extensions Framework to get things such as the currently selected booking (as an example). As mentioned at the start of this blog, I will go over what is currently available in the Client Extensions Framework in another post. However that does not mean that it cannot be done, it just means accessing properties/methods in JavaScript which as yet are not officially exposed as part of the framework.

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