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Scheduler board which takes into account the work hour template of the work order

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Posted on by kmarechal

Hello,

It's possible on a work order to add a /Work Hour Template/.
In the scheduler Board, I would like that when assigning a work order, the system proposes the available resources while taking into account the availability of the /Work Hour Template/ associated with the WO.
I checked in the scheduler Board setting, but this query isn't standard. Is it possible to adapt one of them to take care of it ?

Thanks in advance !

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RudyZhang Microsoft Employee on at

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Hi,

Our team analyzed your problem and based on the information you provided, our team thinks you may need to switch query or customize query

You can switch the query by following these steps

Step1, go to Field Service and select Schedule Board.

Step2, click Settings button, click All Board Settings, click Edit Defaults.

Step3, click Work Order tab and select the query you want to modify.

If you want to write customized query, please refer to this document in the link below.
Schedule Board Extensibility in Microsoft Dynamics 365 Field Service - Microsoft Dynamics 365 CRM Tips and Tricks (inogic.com)

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

Best Regards,
Rudy Zhang

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Gabriel Dias Junckes 2,428 on at

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Assigning the Work Hour Template to the Work Order will set the resource requirement calendar with the time zone and availability.

The Schedule Assistant matches the requirement and resource availability to bring the resource availability slots.

However, Field Service will only set the Resource Requirement Calendar on the Work Order creation, so the calendar won't be changed if the Work Hour Template is updated.

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