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Dynamics 365 Community / Forums / Field Service forum / Show remider (as booka...
Field Service forum

Show remider (as bookable time) in schedule board.

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Posted on by 45

Situation: We are switching to Dynamics 365 crm and in our previous solution it was possible to schedule reminders/tasks without resource impact available time on the schedule board. It was used as a "post-it" with small messages. This was very usefull because it gave visual insight to the planner as wel as the craftsman for important notes.

The question: Is it possible to achive something like this on the Dyn365 resource schedule board? It looks like a Note/Reminder Activity but this activity types don't appear as schedule blocks in the resource schedule board. We do know that it's possible to make a mapping between an Activity like a Note/Reminder and a bookableresourcebooking. But when we do so the time for the activity is "scheduled"  not available for work orders.

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  • Verified answer
    Shayan Soheili Profile Picture
    940 on at

    Hello Johannes,

    I have doubts if I understand your requirement well. However, you may use "Booking Alerts" to satisfy this requirement. Once it is created you will have a reminder on schedule board at the due date which is already defined on Booking Alert.

     11111.PNG

    You can refer to the following link to configure that.

    https://community.dynamics.com/365/fieldservice/f/764/t/246639 

    Regards,

    Shayan

  • Suggested answer
    TheMarkChristie Profile Picture
    10,328 Moderator on at

    Hi Johannes

    If you are looking to have additional information stored on the schedule board blocks you can do so by following this blog

    https://community.dynamics.com/crm/b/theartformofcrm/archive/2017/12/19/editing-schedule-board-blocks

  • Johannes Braaksma @viadata Profile Picture
    45 on at

    Thanks Shayan Soheili for your quick reply.

    I think this is functionally what we want but I have doubts about the chosen implementation in Dyn365. But I discuss it with my team and will let you know if it's the right solution for our problem. Maybe there are more solutions for this question.

  • Johannes Braaksma @viadata Profile Picture
    45 on at

    Hello Mark Christie,

    We've got already experience with customization of the schedule blocks. Thats's not the question. As far as we know every schedule block is made of a BookableResourceBooking and every BookableResourceBooking does accipy time. The question is: We want is create a schedule block which doesn't occipy time but is a real reminder in the agenda of the craftsman and planner.

  • TheMarkChristie Profile Picture
    10,328 Moderator on at

    So you want to have a Booking with no time against it which is a reminder to do something - but not related to a WO?

  • Johannes Braaksma @viadata Profile Picture
    45 on at

    @Mark Christie.

    That's correct.

  • Suggested answer
    TheMarkChristie Profile Picture
    10,328 Moderator on at

    so 2 options that i have used before for this

    1) Create a Work Order called Daily Tasks / Reminders and have a Booking that relates to that that WO

    2) Create a new entity called Reminders and enable it for scheduling

  • Johannes Braaksma @viadata Profile Picture
    45 on at

    @Mark Christie.

    As far as I know does a booking always occupy time of the working hours. Because we've already created a mapping between another entity and the bookableresourcebooking as mentioned in the original post, and this does occupy time of the working hours. So I don't think this is the solution, unless you can come up with a detailed tutorial how you want to achieve this.

  • Wayne Walton Profile Picture
    13,730 on at

    Possibly make the Booking time only 1 minute long.  Then it just takes the time to read it.  Though that would make it almost impossible to select in the UI.

  • Johannes Braaksma @viadata Profile Picture
    45 on at

    Yes, but no that's not a satisfied solution. We will investigate if Shayan Soheili's answer satisfy. I'll report our findings next week.

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