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. 

  • Tash

Schedule Board

Updated: May 13, 2018

There is a lot you can now do with the schedule board!

I have just come back from doing a demonstration at Extreme365 in Dubrovnik, where I did a session that covered Schedule Board extensibility. Both Iain and I did prep for this demo and thought we would put all the content into a a series of blogs.

Field Service Schedule Board

Now within Dynamics 365 for Customer Engagement, any entity can be scheduled. As standard, we can schedule PSA Project Tasks and Field Service Work Orders. However, we now have the ability to optimise any other entity. Microsoft is calling this Universal resource scheduling.

Unified Resource Scheduling

These blogs are going to run through the standard capability of the schedule board and how to extend these features.

Check out the following blogs and we will continue to update this series as the Scheduling features of Dynamics advances.

Schedule Board Views

Schedule Types - create a new entity relationship

Schedule Board Filters

Customize the Resource Cell Display

Extending the booking process using booking rules

65 views0 comments