{"id":32854,"date":"2022-10-17T16:32:14","date_gmt":"2022-10-17T11:02:14","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=32854"},"modified":"2023-01-27T12:11:55","modified_gmt":"2023-01-27T06:41:55","slug":"advanced-schedule-board-customizations-in-dynamics-365-field-service","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2022\/10\/advanced-schedule-board-customizations-in-dynamics-365-field-service\/","title":{"rendered":"Advanced Schedule Board Customizations in Dynamics 365 Field Service"},"content":{"rendered":"

In our previous blog<\/a>, 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.<\/p>\n

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.<\/p>\n

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. So, this can be achieved using customizations within the Unified Fetch XML queries i.e. Retrieve Resource Query, Filter Layout Query of the Schedule Board Setting.<\/p>\n

This blog will go through the steps to configure these kinds of conditions for Resource Filtration on the Schedule board.<\/p>\n

For Example, we will consider a scenario where on the schedule board we have to Filter Resources based on below conditions:<\/p>\n