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Field Service - Schedule Board

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Posted on by Eleonora

Hi,

I would like to create a new schedule board in our dev environment. Does anyone know how can I release it to other environemnts?

Thanks!

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Thomas David Dayman 11,323 on at

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You will need to use SSIS to migrate the data from your dev environment into your other environments

You need to pass these entities in this order:

Scheduling Parameters > Booking Setup Metadata > Client Extensions > Schedule Board Settings > msdyn_configuration

Be aware that Field Services are always updating environments so only bring forward fields you need from your dev and nothing which field service updates directly on the environment as you will overwrite the updates that they have done.

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moko33 1,788 on at

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In many cases I think it is enough to manually recreate them in each of your environments.

You should decide depending on how many you have and how much you have customized the above mentioned entities.

You should also be able to use Data Transporter from XRMToolbox or Configuration and Data Migration Tool from SDK if you want to preserve GUIDs.

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dian74 2,477 Most Valuable Professional on at

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The schedule boards are actually stored in D365 under the Schedule Board Settings entity, so in order to move them from one environment to another you could do an advanced find for the Schedule Board Settings, then export these records from your source environment and import them into your target environment. Make sure you have all the columns in the view before exporting.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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AlexMcL 8 on at

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Thomas's answer works for me.

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