Work Order Scheduling Board for D365 Field Service

The standard Dynamics 365 for Field Service board is designed to help schedulers match a single resource to each job but many firms need to assign multiple resources to a work order. For example, this could reflect an installation team that comprises of several engineers and a vehicle.

To achieve this Dynamics can be adapted to create a job centric work order scheduling board.

In this scenario, we have two field service jobs booked for one day with two unscheduled work orders  that need to be scheduled:

The status of the resources for each job are colour coded. In the above example, field service personnel are shown in green that would reflect work in progress with each van shown in grey. These could be adapted to show travelling status, or if work is on hold.

In the above example only two active jobs have been booked but for instances where numerous jobs are carried out each day, the left and right columns can be collapsed to expand the job area to more easily view all jobs at a glance.

As shown below, one of the unscheduled work orders has now been dragged to this day and one technician has been allocated to this job:

Further resources can be added to this job and to complete the booking a scheduler would also need to allocate an available vehicle.

To see the precise timings for each day covering all resources the Full Day display enables schedulers to make quick changes by dragging individual resource blocks:

To learn more about Dynamics 365 for Field Service and how this custom work order board helps optimise resources and manage schedules on a job centric basis please get in touch to arrange a demonstration.

About Preact

Preact is a Microsoft CRM Gold Partner helping small and medium sized business maximize the value of their customer relationship management technology for more than 25 years. Check our blog where we regularly share updates about Microsoft Dynamics 365 and CRM.