Use New Scheduled Board for Dynamics 365 Field Service | Personal and Org Level

Now, the New Schedule Board is now in GA. And here’s how you can turn it on for yourself.

Here’s the old one which you have –

Enable New Schedule Board for Yourself

Here’s how you enable the new Schedule Board for Dynamics 365 Field Service

  1. Navigate to the Schedule Board itself like you would do generally. And you’ll find the New Schedule Board button to turn on.

  2. And in a moment, the new Schedule Board is available to you.
    Note that this is only available to you and not for others.

  3. Everyone else will continue to see the old board unless they turn it on themselves.

Enable New Schedule Board for your Org

Now, if you have only enabled the Schedule Board for yourself and after you found it useful and exciting, here’s how you can enable it for the Org as well which is turned off by default –

  1. Navigate to the Resource Scheduling App in your D365 Field Service environment.

  2. In the Resource Scheduling App, you’ll change the Area to Settings as shown in the bottom and then, go to Administration and look for Scheduling Parameters.

  3. Here, you’ll find the setting to turn on the New Schedule Board which is turned off by Default.

  4. You can turn it on and Save the record itself.

  5. After it is turned on, all the Users will see the new Scheduled Board. Also, no will see the toggle to turn it off for themselves since you turned it On for the entire Org.
    The button to toggle between Old and New Schedule Board will be missing.

Here’s the official Microsoft Documentation on the new Schedule Board –

Hope this helps!

Here are some Power Automate posts you want to check out –

  1. Showing Sandbox or Non Production Apps in Power App mobile app
  2. Create a Power Apps Per User Plan Trial | Dataverse environment
  3. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  4. Co-presence in Power Automate | Multiple users working on a Flow
  5. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  6. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  7. Call a Flow from Canvas Power App and get back response | Power Platform\
  8. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  9. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  10. Asynchronous HTTP Response from a Flow | Power Automate
  11. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  12. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!


Calendar View for Work Order Bookings in Field Service | Wave 2 2020 Update [Early opt-in]

So here’s a nice improvement to see your Bookable Resource Bookings in a Calendar View as a part of the 2020 Wave 2 Update for Field Service!

Disclaimer: his is a preview feature and is planned, it’s no guarantee that this feature will make it to the final release of Wave 2 Updates.

Pre Requisites

  1. Make sure Wave 2 2020 Updates are available to your either via Early Opt-in or having directly applied to Org if you’re reading this from the future 😊

    Here’s the Microsoft Docs official link for the same –

Switch to Calendar View

Here’s how you can leverage the Calendar View control for the Bookings.

  1. When you are in your Bookable Resource Bookings view, you might not have this view by default. So, you look to switch the view.
    look for Show As option on the ribbon button

  2. Now, you can see that a BookingCalendarControl is available for you to select.

  3. Once your switch, you’ll see the Calendar Control on the view with the Bookings arranged in a Calendar like control
    The default Month view looks like below

  4. You can even switch to look at 2 other views, Week and Day views.

  5. The Day view looks like below

  6. And the week View looks like the below

  7. Selecting the Booking will simply open the record in Dynamics as usual.
  8. And this is how you see it on the phone.

Config Options

To first address the most important question, it’s isn’t enabled by Default.

  1. But, you can make it defaulted on the Web application of Dynamics by changing it at the Entity level as shown below.

  2. These are the Properties that can be configured.

    Hope this was helpful!!

Here are some more Dynamics 365 / PSA posts you might find useful –

  1. Change Booking Status colors on Schedule Board for Field Service/PSA [Quick Tip]
  2. How to add Rating Values to Rating Models in D365 Field Service and PSA
  3. A manager is required for non-project time entries, absence, and vacation error in D365 PSA v3
  4. Modify Project tab’s view in Schedule Board in PSA v3 | Quick Tip
  5. Restrict User Access to a D365 instance using Security Groups

Thank you!!