Appointments on Schedule Board in Dynamics 365 Field Service

By | May 30, 2018

Introduction:

Schedule board in an important feature in Dynamics 365 which gives an overview of the resource availability and bookings user can make. Whenever the Field Service solution is installed, the schedule board shows the work orders by default. But what about the other entities? What if I want to schedule the appointments too on the schedule board?

Well the Field service provides us the solution for this. Resource Scheduling comes along with the Field service installation.

For the entities that needs to be shown on the schedule board, one need to configure the entity first.

Let’s see a walkthrough:

1. Navigate to Resource Scheduling-> Administration.

Appointments on Schedule Board in Dynamics 365 Field Service

2. Select “Enable Resource Scheduling for Entities”. So for example, we will enable scheduling for the entity “Appointment”.

Appointments on Schedule Board in Dynamics 365 Field Service

After filling the details, click on “Publish Customization”. In the “enabled Entities” section, you would be able to see the “Appointment” entity as shown in below screenshot.

Appointments on Schedule Board in Dynamics 365 Field Service

3. Once the entity is enabled for scheduling, then navigate to Settings-> Customizations.

 4. On the Resource Requirement, create a new view named “Appointment” as seen in the below screenshot.

Appointments on Schedule Board in Dynamics 365 Field Service

Then Save and publish the customizations.

5. Now navigate to Field Service -> Schedule Board

Appointments on Schedule Board in Dynamics 365 Field Service

Click on “Open Tab Settings” -> Go to Requirement Panels.

Appointments on Schedule Board in Dynamics 365 Field Service

Select the view which was created in “Resource Requirement” as “Appointment” and provide the Title. Click on “+” and click “Apply”.

6. Create an Appointment and save the Record. You would be able to see the “Book” ribbon button.

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7. If you click on the Book, then the Schedule Assistant opens up where you can schedule and click on “Book & Exit”. This would create the Resource requirement successfully.

Appointments on Schedule Board in Dynamics 365 Field Service

8. Once the Resource requirement is created, then you can see it in the associated view of the appointment as seen below.

Appointments on Schedule Board in Dynamics 365 Field Service9. Now you can navigate to the Schedule board. The view created “Appointment” would list out the appointment for whom the resource requirement exists.

Appointments on Schedule Board in Dynamics 365 Field Service

 

Conclusion:

On the Schedule board, user can not only see work orders but can also view the other entities by enabling the scheduling for that entity.

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