Next generation schedule board experience in Dynamics 365 Field Service (2023)

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  • 12 minutes to read

In this article, we'll take a look at what's new, and how to switch to the new schedule board in your environment.

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For a guided walkthrough, check out the following video outlining Wave 2 2021 updates to the new schedule board.

Improvements

The new schedule board is faster, with better usability, and it lays the foundation for new capabilities for multi-day scheduling and intelligent interactions.

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Performance

The new schedule board is faster and more responsive when:

  • Loading the schedule board
  • Selecting schedule board tabs
  • Dragging and dropping work orders
  • Rescheduling bookings

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Usability and accessibility

The new schedule board is a Power Apps Component Framework (PCF) control built on the Unified Client Interface, making it more flexible, supportable, and accessible. The new schedule board will work better on different screen sizes and across form factors.

New color schemes and ways of depicting travel time make it easier for dispatchers to see statuses and details.

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For instance, the previous screenshot shows a new "ghost booking" feature that helps dispatchers know if a booking will fit into a schedule before the booking is even scheduled.

Foundation for new capabilities

The new schedule board provides the foundation for future releases that will provide dispatchers insights and recommendations to improve schedules.

Prerequisites

  • The next generation schedule board is generally available.
  • Dynamics 365 Field Service version 8.8.30.103+

Enable new schedule board for yourself

Go to the schedule board and use the toggle button in the top right of the schedule board to switch between the current and new schedule boards.

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Enable new schedule board for your organization

The new schedule board isn't turned on by default, so you'll have to enable it in order to use it in your organization.

To enable the new schedule board, go to Scheduling > Administration > Scheduling Parameters and switch on the Enable new Schedule Board toggle.

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Select and filter resources

Choose which resources should display on each schedule board tab.

Expand the filter pane and choose Select Resources.

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From the list of available resources on the left, move the ones you want to display on the schedule board to the right. Then Apply.

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Resource cards

Right-click a resource's name and then choose View Resource Card to see more, like the resource's skill set (characteristics) and roles. From here, you can also initiate a message, email, or phone call.

(Video) Next-Gen Field Service Schedule Board

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Map view of requirements and resources

Select the map icon in the upper right of the schedule board to display the resources and requirements on a map.

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After expanding the map view, select a resource's name to see their route. The numbers indicate the order the resource is scheduled to arrive at each job (requirement) location.

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At a zoomed-out view of the map, the requirements and resources are grouped together, and you can see a count of requirements and resources. This count helps you quickly identify a geographical area with more unscheduled jobs, and then start scheduling the jobs to nearest resources.

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You can drag an unscheduled requirement pin from the map to the resource timeline and schedule it to that resource.

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You can also drag the resource route to a nearby unscheduled requirement to schedule it and add it to the resource route.

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Daily view

The new schedule board supports a daily view of scheduled jobs and supports dragging-and-dropping to the schedule.

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Scheduled requirements with a short duration will display across the entire day to make it easier to view details. Hover over the requirement or double-click to see the actual duration.

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Weekly and monthly views

Switch to the weekly or monthly views to see scheduled jobs at a higher level. Select a resource's time slot and a requirement below to trigger the booking panel.

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The booking panel will help you schedule a work order across multiple days and choose how the work should be divided each day.

Find availability (schedule assistant)

The schedule assistant is also available in the new schedule board experience. By selecting a booking requirement from the bottom panel, and then Find availability, you'll trigger the schedule assistant.

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From the schedule assistant, you'll see available resources and can plan accordingly for the work.

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Find availability (schedule assistant) list view

Select Gantt then List to change the schedule assistant view to show a list of available resources.

(Video) 2020 Wave 1: Next generation schedule board in Dynamics 365

Select column headers to sort results in ascending or descending order.

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Select Group to group available resources by the column value. In the following example, we grouped time slots by resource type (in this case, by contact or user).

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Grouping resources helps dispatchers make better sense of availability based on different attributes.

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Move a booking

Alternatively, move a booking to the next day by selecting the booking, then select the Ellipses [...] icon next to the Book button, as seen in the following screenshot. Select Move bookings.

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Move bookings to a new resource, a new start date and time, or both

With Field Service v8.8.39+, the new schedule board provides an easy way to reassign and reschedule bookings in the same action. Bookings can be moved to resources on the current schedule board tab or to resources on other schedule board tabs.

Move a booking to a resource on the current schedule board tab, or change the start date/time, or both

Right-click on a booking and select Move to.

Then reassign this booking to any resource on the current schedule board tab, or change the start date and the start time of the booking.

Select Update to apply the changes.

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Move a booking to a resource on a different schedule board tab, or change the start date or time, or both

Right-click on a booking and select Move to. Select the filter icon in the resource field and change the filter from Resources on this tab to All resources.

Now you can reassign this booking to any resource on any tab, and change the start date and start time of the booking. Select Update to apply the changes.

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Booking details panel

To see more details about a booking on the schedule board, open the details panel by selecting the details icon, as seen in the following screenshot.

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Booking alerts panel

To see a list of active booking alerts, select the Bell icon, as seen in the following screenshot.

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From the booking alerts panel, you can also create a new booking alert, close an existing booking alert, or dismiss all booking alerts. See the following screenshot for reference.

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Full screen mode

Full screen mode on the new schedule board makes it easier for dispatchers and schedulers to focus on the details and make the most of their screen space.

Select the Expand icon in the top-right of the new schedule board to enter into full screen mode.

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(Video) New Improved Schedule Board Experience -Universal Resource Scheduling D365

Get driving directions

From the new schedule board, you can get driving directions for a frontline worker between their last job site to their next job site.

To get driving directions, right-click on the booking, and select Get driving directions.

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A map view will open, showing directions between the frontline worker's last job site to the next.

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You can also get driving directions for a frontline worker's entire day of bookings. Right-click on the resource in the resource list, and select Get driving directions.

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Select the day for which you'd like to generate driving directions for the selected resource.

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A map view will open showing the day's worth of bookings for the selected resource.

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Edit multi-day bookings

Dispatchers can right-click a multi-day booking, select edit and change how many hours are assigned for each day, week, or month.

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Create a new schedule board tab

To create a new schedule board tab, select the [+] icon in the tab list on the schedule board, as seen in the following screenshot.

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Fill in the relevant details about your new schedule board tab, and then Add when done.

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Rearranging schedule board tabs is currently not supported.

Custom web resource panel

Use the Schedule Board Client Extension Framework to add custom web resources to the schedule board, which could be HTML, JavaScript, a custom app built on Power Apps, and so on.

To see a custom web resource, select the web resource icon in the menu, as seen in the following screenshot.

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Schedule board settings

Use the Gear icon to open the schedule board settings panel on the new schedule board.

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(Video) Dynamics 365 Field Service Schedule Board

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Automated Scheduling (Resource Scheduling Optimization)

Note

The following features like suggest resources, book resources, single resource optimization, and optimization goals are only available for organizations using Resource Scheduling Optimization.

Organizations using Resource Scheduling Optimization will find more capabilities in the schedule board.

Suggest resources

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Selecting Suggest resources will display recommended resources in the right panel for the dispatcher to book.

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Book resources

Selecting Book resources will find the most optimal resources and book them without further actions from the dispatcher.

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Single Resource Optimization

Sometimes you might need to optimize only a single resource's schedule, rather than a set of available resources. Single resource optimization provides a quick way to reoptimize a resource's schedule and travel route after schedule changes have occurred during the day - this functionality is now available on the new schedule board. You can right-click a resource from any schedule board view and select Optimize Schedule.

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Optimization goals

The schedule board supports optimization goals. After selecting suggested resources, dispatchers can edit the optimization goal, which dictates how resources are recommended.

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There's a default optimization goal that applies to the entire system and serves as the default for optimization requests. Dispatchers can also edit the default optimization goal for each schedule board. Finally, dispatchers can edit the optimization goal for a single optimization request by selecting Suggest Resources.

Configuration considerations

  • The new schedule board works with Microsoft Edge, Google Chrome, and Firefox browsers. Currently, Internet Explorer 11 isn't supported.

When to use the new versus current schedule board

The new schedule board has the same capabilities as the older schedule board. Use the table below to understand capabilities in both schedule boards.

FeatureCategoryNew schedule boardOld schedule boardDetails
Manual schedulingDispatcherYesYesSelect a resource and create a booking for an unscheduled requirement by interactions like dragging and dropping the requirements, selecting an open timeslot, and using booking panel.
Assisted scheduling (find availability)DispatcherYesYesSelect an unscheduled requirement on the requirement panel and select "Find Availability," which opens up the schedule assistant view, and shows the available timeslots for the available resources. Choose a timeslot and create a booking.
Automated schedulingDispatcherFor existing resource scheduling optimization customers, public preview is available.NoThe default capabilities of resource scheduling optimizer functionality are made available in the schedule board, enabling dispatchers to manage schedules from a requirement's or resources point of view with the organization's business goals applied automatically by the optimizer.
Auto update travel timeDispatcherYesYesWhen a booking is manually scheduled or rescheduled via drag-and-drop, the travel time from the resource's previous location is automatically calculated and displayed in the front of the booking. See more details.
View modes - Hourly, dailyDispatcherYesYesShow the resources and their bookings on the hourly and daily views of the schedule board.
View modes - Weekly, monthlyDispatcherYesYesShow the resources and their bookings on the weekly and monthly views of the schedule board.
View types - List viewDispatcherYesYesList view is a simple view, in which bookings of the resources are shown as a simple list. This list view provides accessible view to the Users to browse and create Bookings
View types - Map viewDispatcherYesYes
View types - Details viewDispatcherYesYesDetails view is a configurable view, to show and add details of a resource, requirement, or a booking record.
Multi-resource schedulingDispatcherYesYesRequirement groups allow you to define groups of resources that would be appropriate for a job and to then schedule all those resources with a single search. With requirement groups, you can mix and match the different types of resources—such as individual field technicians, a whole crew, equipment, or facilities—needed for a job
Multi-day assisted schedulingDispatcherYesYesWork orders and scheduling requirements can be scheduled across multiple days and weeks. A common example is scheduling a 40-hour work order across an entire work week where the field technician is expected to perform more detailed work at the same location each day.
Multi-day manual schedulingDispatcherYesYesWork orders and scheduling requirements can be scheduled across multiple days and weeks. A common example is scheduling a 40-hour work order across an entire work week where the field technician is expected to perform more detailed work at the same location each day.
Pools and crewsDispatcherYesYesResource pool scheduling allows you to assemble groups of similar resources to manage capacity and give schedulers the option to assign specific resources at a later time.
Resource crews allow dispatchers to search and schedule multiple resources at once. Crews can include a group of employees, subcontractors, equipment, facilities, or any combination thereof who will perform the same work during a period of time. Crews speed up and simplify the scheduling process and allow team members to work together more consistently.
ConfigurationAdminYesYesAdmin can create new tabs on the schedule board and configure changes on the board, tab settings, and scheduler settings
ExtensibilityAdminYesYesAdmin can extend the schedule board and use extensibility on some of features like
Custom Booking template (Hours) - HTML
Custom Booking alerts - HTML
Custom Resource Cell Template - HTML
Custom Filter Layout - Universal FetchXML
SB/SA Retrieve Resources Query - Universal FetchXML
SB/SA Retrieve Constraints query - Universal FetchXML
Custom Web resource support
Client Extensions (support for JavaScript, style sheets, and Localizations files)
Booking Rules (Support for custom business logic via JavaScript on the booking creation)

Add new schedule board to custom sitemap area

When using a custom sitemap or an app module, you'll need to update the sitemap to consume the new schedule board preview.

<SubArea Id="msdyn_ScheduleBoardSubArea" ResourceId="SitemapDesigner.NewSubArea" VectorIcon="$webresource:msdyn_/Icons/SVG/Calendar.svg" Url="/main.aspx?pagetype=entitylist&amp;etn=msdyn_scheduleboardsetting" Client="All,Outlook,OutlookLaptopClient,OutlookWorkstationClient,Web" AvailableOffline="true" PassParams="false" Sku="All,OnPremise,Live,SPLA">

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URL:

/main.aspx?pagetype=entitylist&etn=msdyn_scheduleboardsetting

ID:

(Video) D365 Field Service New Schedule Board(Preview)

msdyn_scheduleboardtoggle

Additional notes

  • The schedule board is only supported in Unified Interface web (Field Service v8.x+) and not in tablets or phones.
  • The booking status colors that appear on the schedule board have lower opacity than the defined booking status colors. This behavior is similar to the Outlook calendar. When a booking is selected on the schedule board, the booking color will appear with normal opacity.

Uninstall schedule board

To uninstall the new schedule board solution ("Resource Scheduling Controls"), perform the following steps.

  1. Go to the Schedule Board Settings entity customization form.
  2. Remove the new schedule board preview control from the grid.
  3. Save and publish the changes.
  4. Go to the resource scheduling app, clear the browser's cache, and reload schedule board. The old schedule board will load without the toggle in the top right of the screen.
  5. Once the solution is uninstalled, the new schedule board won't be available for the environment until you upgrade your Field Service app to the latest available version.

FAQs

What is schedule board in Dynamics 365? ›

The Dynamics 365 Field Service schedule board provides an overview of resource availability and bookings you can make. Before you use the schedule board, set up the views and filters to your preference.

Is Microsoft Dynamics 365 difficult? ›

Microsoft Dynamics 365 is a highly complex application and needs expert guidance for successful implementation.

How long does it take to learn d365? ›

It depends on the areas that are interested in working in. For instance, learning the operational side of Dynamics 365 typically takes 4 to 5 weeks, however, becoming a manufacturing engineer for Dynamics 365 may take 4 to 5 months.

What is a schedule board? ›

The Scheduling Board provides a graphical overview of the schedule across resources and time. The schedule is displayed with one row for each selected work center resource. The length of operations over time is based on finite capacity.

What is Dynamics 365 in simple words? ›

Dynamics 365 is a portfolio of intelligent business applications that delivers superior operational efficiency and breakthrough customer experiences enabling businesses to become more agile and reduce complexity without increasing costs.

Why is Salesforce better than Dynamics? ›

We recommend Salesforce for younger companies and smaller businesses because of its lower starting price and its extensive integrations with third-party applications. Microsoft Dynamics 365 is better for larger and more established businesses, especially ones that already use the Microsoft Office suite extensively.

Does Microsoft Dynamics require coding? ›

You can achieve loads with custom entities, workflows, business rules (etc etc) without needing to start coding. Then progress into JavaScript and plugins.

Is Dynamics easy to learn? ›

The Microsoft Dynamics 365 CRM solution offers a wide variety of benefits for your business. Let's quickly go over some of the main ones. It is easy to use: Microsoft Dynamics 365 CRM has been designed to be intuitive and easy to learn, meaning that you can start using it right away.

Does Dynamics 365 have coding? ›

Coding standards sometimes referred to as programming styles or coding conventions. It is an important asset to developers and also contributes to the quality of overall project delivery. These standards cover what is important when writing code in Microsoft Dynamics 365 for Finance and Operations.

What 3 items must be considered when scheduling appointments? ›

The appointment schedule must take three variables into consideration: the scheduling system, the physician's preferences and needs, and the facilities and equipment requirements.

What is the most basic scheduling method? ›

The task list is the simplest project scheduling technique of all the techniques available. Documented in a spreadsheet or word processor is the list of all possible tasks involved in a project. This method is simple and the most popular of all methods.

What is the most common type of scheduling? ›

1. Time-Slot Scheduling. Time-slot scheduling is the most common method of managing your time due to its simplicity. This method of appointment scheduling allows customers to choose the exact time that fits their needs.

Who are the highest paid consultants? ›

The highest-paid consultant job is a senior management consultant. Senior Management Consultants earn an average salary of $128,259, which is $ 61.66 hourly.

Can a consultant make millions? ›

Of course! Many successful entrepreneurs have been able to work as a consultant and grow their business to a million-dollar enterprise. It takes hard work, determination and some help along the way, but it's certainly possible.

Does hire dynamics do daily pay? ›

Hire dynamics pays Weekly.

Which language is used in Dynamics 365? ›

AL is the programming language that is used for manipulating data such as retrieving, inserting, and modifying records in a Dynamics 365 Business Central database. It controls the execution of the various application objects, such as pages, reports, or codeunits.

What is the difference between Dynamics CRM and Dynamics 365? ›

Dynamics 365 is a combined CRM and ERP product that includes full Dynamics AX suite for ERP and the Business Edition includes the financial suite built from Dynamics NAV. Unlike its predecessor, Dynamics 365 eliminates the traditional silos that exist between external (CRM) and internal (ERP) information.

Is Microsoft Dynamics being discontinued? ›

The Microsoft Dynamics 365 application for Windows is deprecated. Effective April 2021, the Microsoft Dynamics 365 app for Windows that lets you run customer engagement apps (such as Dynamics 365 Sales, Dynamics 365 Customer Service, and Dynamics 365 Marketing) has been deprecated.

Is Microsoft Dynamics hard to learn? ›

Unlike other CRM based applications, MS Dynamic is one of the most efficient yet easy to understand software. Whether you have a certain idea about this technology or whether you are a newbie, the training courses are bound to improve your CRM skills.

Does Microsoft Dynamics use SQL? ›

Dynamics 365 Server requires an instance of SQL Server Reporting Services be installed, running, and available. All installations of the supported SQL Server editions can be used as the reporting server.

Is Dynamics 365 a CRM or ERP? ›

Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.

What is X++ in dynamics? ›

X++ is an object-oriented, application-aware, and data-aware programming language used in enterprise resource planning (ERP) programming and in database applications. It provides system classes for a broad range of system programming areas, highlighted in the following table.

How many levels are there in dynamics? ›

Essentially, dynamics fall into two main categories – loud or soft.

Is Dynamics 365 worth learning? ›

Since Dynamics 365 CRM is cloud-based software, it's often used by businesses to improve their sales and customer service processes. Another benefit being increased employee productivity. So, if you choose to learn the intricacies of Dynamics 365, you get the chance to upscale with highly sought-after skills.

What type of database does Dynamics 365 use? ›

Dynamics 365 CRM - SQL server is the database used for Dynamics 365 system and it is one of the pre-requisites to install Dynamics 365.

Is Dynamics 365 better than SAP? ›

Microsoft Dynamics 365 outshines SAP Business One as it comes equipped with several features which provide scalability, flexibility, and lower implementation and ownership costs, and significantly benefit both start-ups and the largest of enterprises.

Which is better Salesforce or Dynamics 365? ›

Salesforce is generally more user-friendly in the UI department, and more customizable, but Microsoft Dynamics 365 is probably a bit easier to use for reporting. Then again, if you really want or need an on-premise deployment, a Microsoft Dynamics 365 plan is the only way to go—Salesforce is cloud-based, full-stop.

What are 2 common methods of scheduling a project? ›

Below are four popular scheduling techniques used by project managers: Critical Path Method, Program Evaluation and Review Technique, Fast-tracking and crashing, and Gantt charts.

What are types of scheduling skills? ›

Key scheduling skills include attention to detail, problem-solving skills, relationship-building skills, and adaptability. These skills are needed to ensure that a professional working as a scheduler can successfully plan and execute scheduling needs for the company or organization that they work for.

Does Microsoft 365 have scheduling tool? ›

Scheduler enables Cortana to find a time that works best for everyone, send out invites, reschedule meetings, find focus time, schedule across time zones, and add online meetings.

How do I schedule a report in d365? ›

You can schedule a report when you open a report. You choose the Schedule action and then you enter information such as printer, and time and date. The report is then added to the job queue and will be run at the specified time.

What is packing slip in d365? ›

Business Purpose When a sales order is ready to be picked, a picking list is created. Warehouse employees pick items from the inventory and prepare them for shipment. When the order has been shipped, a packing slip is sent from the warehouse to get it posted in Dynamics AX against that particular sales order which...

How many types of fields are there in Dynamics 365? ›

These options are email address, text, Text Zone, URL, Action symbol and Phone. Many lines of text: This field can include up to 1 048 576 characters of text. You can also set a smaller limit.

What are the two types of data tables? ›

A data table contains columns and rows of information used to achieve easier visual representation. There are two types of tables within a data model: the lookup table and fact table.

How many types of reports are there in d365? ›

Dynamics 365 Customer Engagement (on-premises) supports two types of reports: SQL Server Reporting Services reports. These reports use SQL queries and filtered views to retrieve report data.

What Microsoft program is best for scheduling? ›

Microsoft Bookings. A simpler way to organize schedules and manage appointments.

Can Excel be used as a scheduling tool? ›

Even the ubiquitous Microsoft Excel spreadsheet can be pressed into service as an employee scheduling tool. This office application has some handy templates to speed up the initial creation of a work schedule.

How do you create a report in dynamics? ›

Go to Reports. To add a new report, select New. In the Report: New Report dialog box, in the Report Type list, select Report Wizard Report, and then select Report Wizard. You can only use the Report Wizard to edit reports that were created with the wizard.

Is packing slip same as delivery order? ›

Delivery note vs packing list. The delivery note is a list of all items that were delivered and serves as a record. Unlike a packing list, a delivery note may not contain the detailed list, pricing, and other information. Companies may or may not choose to print and send this to the buyer.

Is packing slip same as delivery? ›

It lists the products sold, the amount due to the seller (if any), the payment due date, and payment method. No, a packing slip is not the same as a shipping label. A packing slip is a document used to itemize the products in a package. It is placed on the inside of the package for customer reference.

What is the difference between packing slip and packing list? ›

A packing slip is also called a waybill, packing list, or shipping list. It's a document that contains essential information about a package, such as a customer's name and address. Other information included in a packing list is SKU numbers, weights, dimensions, and the number of items ordered.

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