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Advanced Schedule Board Customizations in Dynamics 365 Field Service - 365 Community

Advanced Schedule Board Customizations in Dynamics 365 Field Service



In our previous blog, we looked into basic configurations for extending the Schedule Board functionalities by adding various types of Controls within the Filter Panel, which filters the Bookable Resources based on the filter conditions.

There can be various complex scenarios where we have to customize the Dynamics 365 Field Service Schedule board, in this blog we can go through the configuration of the Schedule Board for complex link entities within Filter Layout Queries.

In Dynamics 365 Field Service, the Dispatcher uses the Schedule board to allocate the Bookable Resource for specific Resource Requirements to work on the same, and the Dispatcher must assign the Resource item to the appropriate Resources on the field. Currently, Field Service has a specific set of OOB filters within the Filter Panel of the Schedule Board to filter out the Resources, but in some, the business scenario will require having the resources filtered out based on attributes of related Account, User, etc….



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Inogic
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
 
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

Author: Inogic

Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.   Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

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