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Microsoft Dynamics CRM (Archived)

How to customize the Schedule Board in Dynamic CRM 365

Posted on by Microsoft Employee

How to Customize schedule Board like.

1. I want to hide unwanted filters criteria in Filter

2. I want to hide Map View as well not disabling in the setting

3. How to change result entity. Currently it is showing all resources available but i want to show some other custom entity values.

Thanks in advance...

Schedule-Board.PNG

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to customize the Schedule Board in Dynamic CRM 365

    Hi Vinayak,

    Below is the image which can be helpful for exploring more about customizing the Schedule board.ScheduleBoard2.png

    ScheduleBoard2.png

  • Ionut Profile Picture
    Ionut on at
    RE: How to customize the Schedule Board in Dynamic CRM 365

    I am also interested in customizing Schedule Board.

    I couldn't find any way to do this, not even by JavaScript on the fly.

    What Thomas Dayman is showing in that picture, does not apply to ScheduleBoard, but to [Resource Bookings] page, wich basically is the same thing as ScheduleBoard, but displayed as simple grids (more customizable views)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to customize the Schedule Board in Dynamic CRM 365

    Thank you for response.

    Let me know where i can write the javascript and i can customize the schedule board?

    I have already changed default view same as you mentioned.

  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: How to customize the Schedule Board in Dynamic CRM 365

    Hi Vinayak,

    From my experience, you cant hide specific filter criteria as I believe its JavaScript based. Its the same for the Map view as well. The only way of disabling on the fly it is to disable the map in the settings. You could maybe try and writing some custom JavaScript to do these things but i'm not sure how difficult that may be.

    I think you can add and change Schedule board views from here:

    5315.Screenshot_5F00_5.png

    But I'm not sure if you can actually change the entity its looking at on the Schedule Board

    Below could also be helpful to you as well:

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