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Is there a way to make a specific dispatch board my default schedule board?

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Posted on by Cindy @TDIndustries

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Since the change over to the new board, every time I navigate to a WO or Resource Card off the Schedule Board, either a call on the board or unscheduled (bottom area) when we try and close or back up, it refreshes the schedule board so you have to navigate back to the board I use all the time and any filters I set have to be redone. Extremely aggravating and time consuming. Because of this I have been keeping several windows open with the schedule board.

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Leah Ju Microsoft Employee on at

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Hi Cindy,

New board? Like this?

Unfortunately, you can't achieve it if you want to set new board as default tab.

Also, Rearranging schedule board tabs is currently not supported.

https://learn.microsoft.com/en-us/dynamics365/field-service/preview-schedule-board#create-a-new-schedule-board-tab

But you can apply filter as default in 'Initial public view':

https://learn.microsoft.com/en-us/dynamics365/field-service/preview-schedule-board#select-and-filter-resources

And i can't reproduce your problem, the resource card or WO opens on a popup window and doesn't refresh the current dashboard after closing.

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Ian_P 68 on at

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The only way, but it would be the default for ALL users is to change the 'Order Number' of the Schedule Board settings.

The lowest is shown first.

We often get this request from users, but unfortunately, they request different orders so cannot provide a solution.

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