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This is the 11th blog of this series, before this I have created last blog from module 3 on the topic “Manage Scheduling options” which you can check here: MB2-877 MICROSOFT DYNAMICS 365 FOR FIELD SERVICE MODULE 3 TOPIC – MANAGE SCHEDULING OPTIONS
In this blog we are starting with the topic – Implement the Schedule Board from module 3 “Scheduling and dispatch work orders”:
A. Unscheduled items are displayed at the bottom of the Schedule Board in Booking Requirements
B. Will display all unscheduled requirements for any entity that has been enabled for the universal scheduling
C. Predefined view for unscheduled Work Orders is included as part of the Field Service Solution
D. Additional requirement views can be defined to provide a more customized scheduling environment
then click on Directions post verifying the address and click on print or email:
You can create Private or Public boards.
Booking rules in Dynamics 365 for Field Service allow a System Administrator to create warning or error messages that users see when creating or editing a resource booking record, based on custom conditions. For example, a booking rule could be created to warn a user when they attempt to book a work order to a resource on the schedule board that doesn’t have the skills required for the job.
Set up booking rules to validate a booking when it is created or modified.
That’s it for this blog – I will see you in the next blog.
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