Microsoft Dynamics CRM (Archived)

Service Calendar Filters

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Posted on by yleclerc

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In the Service Calendar, when the selected "Type" is "Resource", the only available filter is "All Resources".

I assumed that Service Groups would appear there, but they are not.

Is there any way to add additional filters to this dropdown?

Thanks!

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Answers (1)

yleclerc 1,545 on at

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RE: Service Calendar Filters

Not sure this will be a viable solution for us.

We are probably looking at around $200K/year :)
yleclerc 1,545 on at

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RE: Service Calendar Filters

Thank you Michel,

I thought the PSA and Resource Scheduling solution was only available for CRM Online (we are using On-Premise).

I will definitely take a look at our possibilities with Resource Scheduling and see how much it would cost to add this solution.

Thanks!
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Michel van den Brink 4,697 on at

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RE: Service Calendar Filters

Hello Yvan,

Unfortunately it is not supported to extend or customize the Service Calendar.

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Microsoft recommends that you transition any existing processes you have that depend on the 'old Service components' ('Service Calendar' and 'Service Activities' entity) to the new Unified Resource Scheduling solution.

The Unified Resource Scheduling includes a new screen called the Schedule Board, which can be customized in more ways than the old Service Calendar.

The Unified Resource Scheduling comes with Project Service Automation and Field Services but, can be used for any other scheduling as well.

For more details, please take a look at: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/common-scheduler/schedule-anything-with-universal-resource-scheduling and https://blogs.msdn.microsoft.com/crm/2017/05/19/universal-resource-scheduling-solution-for-dynamics-365-update-6-1/

Hope this helps you on your way :-)