Setting up calendar for a bookable resource with different services on the same day

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Posted on by Community Member Microsoft Employee

Is it possible to create calendar for a user for different services on the same day

For Example: If a user has skills like Plumber, Electrician and Technician and that user wants to work on particular skill on particular timing. Is there any way to configure that?

Categories:

Documentation

Agreement

Scheduling (URS)

Analysis and Integration

Web and mobile experience

Work Order

Presales and Invoicing

Inventory and Purchasing

Connected Field Service

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Al Iggs on at

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RE: Setting up calendar for a bookable resource with different services on the same day

Hi Com,

out of curiosity - would you mind explaining what the use case is?

Thank you.
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Fannie30 2,990 on at

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RE: Setting up calendar for a bookable resource with different services on the same day

First, let me provide you some links to bookmark: 1) [View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/common-scheduler/schedule-anything-with-universal-resource-scheduling:750:50]

2) [View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure-schedule-board:750:50]

The bottom pane of the schedule board is the booking requirements pane. You will find these views in the solution: Entity - Resource Requirement. Here is where you can create new requirement views to show up on your schedule board.

When on the schedule board you can either update the existing board or click + to add a new one. This is in the upper right-hand corner on the schedule board.

It opens this window. Scroll to bottom to the Requirement Panels and enter a name for your new view and select the Resource Requirement view you created. You can also opt to hide the default views. Once you do that, hit the + to add to the schedule board view and then click apply. That should do it.
Community Member Microsoft Employee on at

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RE: Setting up calendar for a bookable resource with different services on the same day

Thanks for your reply Scott. Can you please share the methodology and screenshots.
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Fannie30 2,990 on at

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RE: Setting up calendar for a bookable resource with different services on the same day

You can create different schedule boards to book based on type of work order, skill etc. you will need to create multiple resource requirement views and configure the schedule boards appropriately. Let me know if you need screenshots to help guide you.
Community Member Microsoft Employee on at

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RE: Setting up calendar for a bookable resource with different services on the same day

I'm looking to see this on schedule board as well as I'm going to retrieve it in CRM SDK (C# Code) to access in our own application.
Fannie30 2,990 on at

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RE: Setting up calendar for a bookable resource with different services on the same day

Are you looking to see this in mobile or web UI or on schedule board?