Dynamics Community Forum Thread Details

Hello FD-19031842-0,

You're encountering a common challenge when trying to customize the Schedule Board's details list in Dynamics 365 Field Service. The columns displayed are not controlled by standard views like in other entities, and there's no direct XML definition to edit.
Here's how you can customize the columns displayed in the Schedule Board's details list:
Understanding the Challenge:

Not a Standard View: The Schedule Board's details list doesn't use the standard Dataverse view mechanism.
Client-Side Configuration: The column configuration is primarily handled through client-side scripting and configuration within the Schedule Board settings.

The Solution: Using Client Extensions (Recommended):
The recommended approach is to use client extensions to customize the Schedule Board. This involves writing JavaScript code to modify the column definitions.
Here's a high-level overview of the process:

Create a JavaScript Web Resource:
- Create a new JavaScript web resource in Dynamics 365.
- This will hold your customization code.
Use the msdyn_ScheduleBoardViewConfig Entity:
- This entity stores the configuration for the Schedule Board.
- You'll need to query this entity to get the current configuration.
Modify the Column Definitions:
- In your JavaScript code, parse the configuration from the msdyn_ScheduleBoardViewConfig entity.
- Modify the Columns property to add, remove, or reorder columns.
- You'll need to know the schema names of the fields you want to display.
Update the msdyn_ScheduleBoardViewConfig Entity:
- Use the Dynamics 365 Web API to update the msdyn_ScheduleBoardViewConfig entity with your modified configuration.
Add Your Web Resource to the Schedule Board:
- In the Schedule Board settings, add your JavaScript web resource as a client extension.

Example Code Snippet (Conceptual):
JavaScript

function customizeScheduleBoardColumns() {
// Query the msdyn_ScheduleBoardViewConfig entity
Xrm.WebApi.retrieveMultipleRecords("msdyn_scheduleboardviewconfig", "?$filter=msdyn_name eq 'Your Schedule Board Name'").then(
    function success(result) {
      if (result.entities.length > 0) {
        var config = JSON.parse(result.entities[0].msdyn_configuration);
        // Modify the Columns property
        config.Columns = [
          { fieldName: "msdyn_workorder", displayName: "Work Order" },
          { fieldName: "msdyn_customer", displayName: "Customer" },
          // Add or remove columns as needed
        ];
        // Update the msdyn_ScheduleBoardViewConfig entity
        Xrm.WebApi.updateRecord("msdyn_scheduleboardviewconfig", result.entities[0].msdyn_scheduleboardviewconfigid, {
          msdyn_configuration: JSON.stringify(config)
        }).then(
          function success(updatedRecord) {
            console.log("Schedule Board columns customized.");
          },
          function error(updateError) {
            console.log(updateError.message);
          }
        );
      }
    },
    function error(retrieveError) {
      console.log(retrieveError.message);
    }
);
}
Key Considerations:

Complexity: Client extensions require JavaScript development skills.
Maintenance: Customizations may need to be updated with Dynamics 365 updates.
Testing: Thoroughly test your customizations in a development environment.

Alternative (Less Flexible):

Filter and Sort: While you can't directly add or remove columns, you can use the filter and sort options to refine the displayed data.

Important Notes:

Documentation: Refer to the official Dynamics 365 Field Service documentation for detailed information on client extensions and the msdyn_ScheduleBoardViewConfig entity.
Support: If you're not comfortable with JavaScript development, consider contacting a Dynamics 365 partner for assistance.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,
Daivat Vartak

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