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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Creating new board views
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Creating new board views

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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
  • RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    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
  • Suggested answer
    RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    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

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