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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Is there a way to make...
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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 129

  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.

  • Ian_P Profile Picture
    Ian_P 41 on at
    RE: Is there a way to make a specific dispatch board my default schedule board?

    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.

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Is there a way to make a specific dispatch board my default schedule board?

    Hi Cindy,

    New board? Like this?

    pastedimage1667542611528v1.png

    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 

    pastedimage1667542859895v2.png

    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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