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Dynamics 365 Field Service Scheduling Board Views

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Posted on by Emilia06 60

Like any typical Field Service Software, in the scheduling calendar you can see appointments by Day, week, month, but when it comes to utilizing the week or month view (as our service calls are 75% of the times longer than a day)...all I can see on the calendar is number of hours, which is very confusing and not useful in our case. I would like to see other fields shown like the work order number and customer name possibly. I could not find anything that would give me any info on that subject.

Like I stated in the beginning, any other Field Service software allows you to configure the information shown in the "boxes" from the scheduling calendar. Is that possible in the D365 Field Service application?

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Field Services
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365 Field Service Scheduling Board Views

    Hi  have created the following MS Ideas to make the same tile customizing also possible in the day view , please vote for it, to increase the priority:

    experience.dynamics.com/.../idea

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365 Field Service Scheduling Board Views

    I was looking for this type of view as well, we schedule 1 person for a 1 day job regardless of how long it takes and just viewing the hours is pretty rubbish.  We use some other software at the moment which does show the customer, job type etc!  Hope it gets changed!

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Dynamics 365 Field Service Scheduling Board Views

    Im not sure if they have anything planned.

    But in the mean time what you could do is increase the 'Number of days per page' in the schedule settings. Its not the best thing in the world but will hopefully be useful in the mean time.

  • Verified answer
    Emilia06 Profile Picture
    Emilia06 60 on at
    RE: Dynamics 365 Field Service Scheduling Board Views

    Yes and no... Thank you very much for your answer that is what I was looking for but the fact that it is not possible to customize the other views is very disappointing.... Our main requirement is the scheduling board and like I said majority of work is longer than a day....Do you know if it is in the plan or anything like that? It would seem like a normal next step (any other FS software does it)

  • Verified answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Dynamics 365 Field Service Scheduling Board Views

    Hi,

    Is this what you are looking for? community.dynamics.com/.../229311

    You can only see this in Hours view and not any other.

    Apologies if this is not what you are after.

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