News and Announcements icon

Dynamics 365 CommunityForums Service | Customer Service, Contact Center, Fie... Creating new board views

Service | Customer Service, Contact Center, Fie...

Unanswered

Creating new board views

(0) Share

Report

Report

Posted on by KerryMatthews

10

Hi,

Is it possible to create new views using roles and grades rather than names of individual workers? I would like to create these views so I can understand our resource utilisation broken down by role/grade etc.

If anyone knows how this can be done, it would be great to hear from you.

Thanks

Kerry

All responses Img

All responses (2)

Answers Img

Answers (0)

Suggested answer

RudyZhang Microsoft Employee on at

Like (0)

Report

Creating new board views

Hi,

May I ask if your problem has been resolved?

Do you still need us to follow up on this issue, please contact me if you have any questions about the solution I proposed.

Best Regards,
Rudy Zhang
RudyZhang Microsoft Employee on at

Like (0)

Report

Creating new board views

Hi,

Based on the information you have provided, we are unable to determine your specific needs, is it correct that you would like to change the Schedule Board for Dynamics 365 Field Service to look like the image below?

We have tested this and believe that it is not going to meet your needs out of the box.
Here's an alternative, you can create multiple default views, then filter based on Role and set the filtered view as the default view.

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard

#1

André Arnaud de Cal... 291,661 Super User 2024 Season 2

#2

Martin Dráb 230,379 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans