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Field Service Dashboard

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Posted on by Abdul Wahab

12,119 Moderator

Dear all,

I am not able to see 'My Work' group in my 'Field Service' Area/Module whaich is showing me in the below image:

8270.Untitled.png

What is missing in my 'Field Service' module?

Thanks

Regards,

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Community Member on at

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Hi,

maybe you system Admin changed the sitemap our Dynamics 365.

Anonther way to acces it is to go to any Dashboard and and on the upper right you will have a drop down list next the your Dashbord Title where you will find the all list of your Dashborads.

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Inogic 709 on at

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By default, the Field Service does not show “My Work” group. Even adding a new group and its subarea by navigating to Settings -> Customization -> Customize the System -> Client Extensions does not add the new Group as “FieldServiceAppModuleSiteMap” is managed.

One solution to this problem is as follows:-

1. Make a new solution. Add existing sitemap component only to the solution.

2. Export this solution as unmanaged.

3. Add the following code in “FieldService” area in the customization file

<Group Id="MyWork" ResourceId="Group_MyWork" DescriptionResourceId="My_Work_Description" ToolTipResourseId="My_Work_ToolTip" IntroducedVersion="7.0.0.0">

<SubArea Id="nav_dashboards" ResourceId="Homepage_Dashboards" DescriptionResourceId="Dashboards_Description" ToolTipResourseId="Dashboards_ToolTip" Icon="/_imgs/area/18_home.gif" Url="/workplace/home_dashboards.aspx" GetStartedPanePath="Dashboards_Web_User_Visor.html" GetStartedPanePathAdmin="Dashboards_Web_Admin_Visor.html" GetStartedPanePathOutlook="Dashboards_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Dashboards_Outlook_Admin_Visor.html" DefaultDashboard="45f88f83-0e67-443b-bd05-81d49719f6b1" IntroducedVersion="7.0.0.0">

<Privilege Entity="msdynsm_salessitemap" Privilege="Read" />

</SubArea>

</Group>

(Tip:- You can copy this code from under the “Area_Sales” area group and edit according to your requirement)

4. Save the file and compress all the exported solution files to one folder.

5. Import this updated solution. Publish all customizations.

By performing the following steps we are able to add Group “My Work” and its subgroup in Field Service area successfully.

Note: It is an unmanaged solution, so the changes applied by importing an unmanaged solution cannot be uninstalled.

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Abdul Wahab 12,119 Moderator on at

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Hi Inogic,

Your solution sounds good.

Thanks

Regards,

AW

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Abdul Wahab 12,119 Moderator on at

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Hi Inogic,

When I apply your changes to my field service app. My app gave me below error:

Any idea How can I resolve it?

Thanks and Regards,

Abdul Wahab

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Abdul Wahab 12,119 Moderator on at

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Hi Inogic,

but your tip is working for me.

(Tip:- You can copy this code from under the “Area_Sales” area group and edit according to your requirement)

Thanks and Regards,

AW

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