Sharing Schedule Board in D365 Field Service

Introduction:

This blog explains options available for sharing of Schedule Board in D365 Field Services

Pre-requisite:

Latest Field Service Solution of D365.

Procedure:

1. Open Schedule Board, Field Service -> Schedule Board.

• Open a specific Tab Setting on Schedule Board for e.g. Facility as highlighted below.

• Click on field “Shared With” dropdown.

• Schedule Board can be shared with below 3 options
  • Everyone – Schedule Board is shared with all Users.
  • Just Me – Schedule Board is shared with Login User Only.
  • Specific People – Schedule Board is shared with Specific People.

Steps to Share Schedule Board with Specific People:

1. Select “Specific People” option in Shared With field of Tab Setting on Schedule Board.

• Open “Schedule Board Settings” entity records from Advanced Find.

• Open Schedule Board of Specific People record from the results.

• Click on “Share” button in ribbon.

• Add new User by Clicking on “Add User/Team” option and provide privileges as per need.

Conclusion:

This blog explains the options to share Schedule Board and, also how a Schedule Board can be shared with specific Users only.

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