Automatic Update Policy for Field Service
The Field Service (FS) solution will enable system-driven, automatic updates, in alignment with other Microsoft announcements that have highlighted the improved update process for Dynamics 365.
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On the old 7.x schedule board I could drag on a resource and then from a popup select/find a work order based on the lookup dialog. In this I could also select other views.
How can I do the same with the new unified interface? If I drag a bar on the scheduleboard I get the menu in the right side, but nothing can be changed? And the information displayed it pretty useless :( Can i somehow change the new lookup menu so i can select different views?
anyone who knows this?
Are you dragging a requirement onto the schedule board? Can you take a screenshot of what you see?
I am just dragging directly on the resource (As displayed) When i have finished dragging on the resource the lookup menu is displayed on the right.
In the legacy interface when i was doing the same. A lookup window was opened up in the middle of the screen, and from there i could select views from the work order entity (So i could find the correct order)
The Lookup Records is using the View form the Requirements panel that is currently selected as far as I know
John Holmes - Thank you - you are completely right :)
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