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Service | Customer Service, Contact Center, Fie...
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New schedule board daily view - how to replace work order number with client name?

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Posted on by 15

Hi brains trust,

Regarding new Schedule Board Daily view, I know as of now there is no way to add more info to it. My questions are

1. is it possible to replace Work Order Number with Client name? For us if we have to choose one thing to display, client name is more meaningful compared to WON.

2. Is it possible to show more info into Hover Pop-up? The default info doesn't mean anything to us so we like to add other info such as Primary Incident Type, Work Order Summery.     

pastedimage1652075316962v1.png

Many thanks

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: New schedule board daily view - how to replace work order number with client name?

    Hi 9e73726b-4e15-4f52-b1bd-5460b6d30c78,

    For point1, you can only customise the displayed field on Hourly View. Please refer to this:https://docs.microsoft.com/en-us/dynamics365/field-service/booking-template 

    The feature is on their roadmap, but not available by now. You could vote here to progress this feature: experience.dynamics.com/.../

  • Pete C Profile Picture
    Pete C 105 on at
    RE: New schedule board daily view - how to replace work order number with client name?

    Hi, For Point 2, I was advised it is not possible to add more info.  Very interested to hear if anyone has been told different.  Regards Pete

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