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

Schedule Board and Booking Dates

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Posted on by 45

I have a requirement that can be fullfilled if I am able to view and update the Agreement Booking Date in the Schedule Board.

The reason is , for our processes we route and plan for the entire year.  And we are tweaking the dates and the routes constantly.

So, if I could see visually on a map the Agreement Booking Dates (prior to creating the Work Orders) this fixes my issue.

I realize there are 3rd party mapping add on.....trying to use OOB functionality.

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  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Mdoll,

    Unfortunately, there is no OOB way to view and update the Agreement Booking Date in the Schedule Board before creating the Work Orders. You could post an idea to progress this feature:https://experience.dynamics.com/ideas/

    There is a way to show this after creating the Work Orders. Please refer to this: docs.microsoft.com/.../booking-template

  • Mdoll Profile Picture
    45 on at

    Thanks for the reply.....that's what I figured but needed to ask.

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