Skip to main content

Notifications

Dynamics 365 Community / Forums / Field Service forum / Is there a way to make...
Field Service forum
Suggested answer

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

Posted on by 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 29 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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Give Back to the Community this Month

Quick Links

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,802 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,133 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,154

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans