schedule board

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

priyeshwagh777 Dynamics 365 CE, Field Service , ,

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 – https://docs.microsoft.com/en-us/dynamics365/field-service/preview-schedule-board?WT.mc_id=DX-MVP-5003911

Hope this helps!

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

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  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!

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Change Booking Status colors on Schedule Board for Field Service/PSA [Quick Tip]

priyeshwagh777 Dynamics 365 CE, dynamics 365 field service, Dynamics 365 PSA , , ,

Here’s a Quick Tip for everyone using Field Service and Project Service Automation. In case you are wondering how can you change the colors of the Booking Statuses on the Schedule Board for Field Service and PSA, here’s what you need to do.

Default Colors

This what your default Schedule Board looks like out-of-the-box.

Booking Statuses

Booking Status is an entity within which you can set this up.
You can navigate to Booking Statuses entity in your Field Service like below

There are these records you can modify. Also, for PSA, you have the same entity with different records for Booking Statuses
But, let’s look at Field Service’s example –

Now in each record, you can see in Common tab

And you can change by selecting this color picker control

And save the new selected color.

And let’s change for Completed as well, just another example – changed for Completed also to a greenish shade

Updated Colors

Now let’s look at the updated Schedule Board of how these colors look.

Hope this quick tip helps!

Here are some more PSA/Field Service posts you might want to look at –

  1. How to add Rating Values to Rating Models in D365 Field Service and PSA
  2. Why we see Cross Day in Work Hours on Bookable Resources/User?
  3. Modify Project tab’s view in Schedule Board in PSA v3 | Quick Tip
  4. Dynamics 365 PSA v2 to v3 Upgrade failed? Here’s what to do.
  5. Additional columns in PSA v3 Schedule view
  6. Update Price feature in D365 PSA v3
  7. A manager is required for non-project time entries, absence, and vacation error in D365 PSA v3
  8. Set Work Hours Template to a Bookable Resource in D365 PSA v3
  9. Booking Resources more than their capacity in D365 PSA v3
  10. PSA v3 View Custom Controls used on Project form

Thanks!

Modify Project tab’s view in Schedule Board in PSA v3 | Quick Tip

priyeshwagh777 Dynamics 365 CE, Dynamics 365 PSA , , ,

Most common asks on Schedule Board in D365 PSA is about how we can modify the Project tab view we see?

actualTabShown

Resource Requirement Entity

The Resource Requirement entity is what controls what views are available for you on the Schedule Board –

  1. To be able to find what this view is about, you’ll need to go to the Resource Requirement entity
    viewLocated
  2. Now, if I open this record, you can make changes to this view. In this case, I now got Type and Status next to Name field and pushed Created On a little further.
    modifiedPart
  3. Now, just Save and Publish.

Project Tab view

Now, simply refresh Schedule Board and you’ll see the updated change –
updated

If you’re looking for more PSA related posts, you can check these –

  1. Dynamics 365 PSA v2 to v3 Upgrade failed? Here’s what to do.
  2. Additional columns in PSA v3 Schedule view
  3. Update Price feature in D365 PSA v3
  4. A manager is required for non-project time entries, absence, and vacation error in D365 PSA v3
  5. PSA v3 View Custom Controls used on Project form
  6. Set Work Hours Template to a Bookable Resource in D365 PSA v3
  7. Time/Expense Entry Rejection comments in D365 PSA v3
  8. Booking Resources more than their capacity in D365 PSA v3

Hope this quick tip helps!!!

Clean your Schedule Board: Hide Cancelled Bookings

priyeshwagh777 Dynamics 365 PSA , , , ,

Most times in D365 PSA or Field Service, you schedule something and then cancel due to uncertain work patterns and frequent rescheduling or cancellations.

This leaves your Schedule Board cluttered and often look messy! Something like this –

clutteredScheduleBoard

You have on 2 Projects that you actually have to work with but see a few other cancelled bookings which is just taking space and that info is something you don’t need.

Hide away the Cancelled Bookings

Most often, you don’t really need to know what Bookings you cancelled, so you can just hide those away and make the Schedule Board look cleaner!

  1. Navigate to Scheduler Settings represented by the gear icon.
    schedulerSettingsIcon
  2. Look for Hide Canceled under View Settings area and check mark it.
    hideCancelledOption
  3. Once you mark it, the Cancelled Bookings will be hidden giving you a cleaner Schedule Board.
    cancelledHidden
  4. And now, your Schedule Books like pretty much sorted.
    cleanScheduleBoard

Hope this quick tip helps!