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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Schedule Board Customi...
Microsoft Dynamics CRM (Archived)

Schedule Board Customization

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Posted on by Community Member Microsoft Employee

Hello Support Community,

Our business has a need to view the schedule board slots on a weekly or monthly basis. Currently there is some support to customize just the hourly view (https://community.dynamics.com/crm/f/117/t/229311), and we are wondering if we can extend this customization somehow to the Days, Weeks, and Months views. In addition, we would like to color different resources as we have no need for the different status colors. We would also like to utilize this schedule board as the drag and drop is incredibly useful. 

Question 1: Is there a way to customize the Days, Weeks and Months views like there is for Hours in the Field Service Schedule Board?

Question 2: Is there a way to add colors to different resources within the same Bookable Resource entity on the Field Service Schedule Board? 

I appreciate any help with these questions.

*This post is locked for comments

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Schedule Board Customization

    Hi Dita,

    You add the image on the User entity, not the resource entity.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Schedule Board Customization

    Using the picture is a good idea; however, I have not found a way to add an image to an equipment resource. I suppose the work around is make my equipment a contact resource and use that form image?

  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Schedule Board Customization

    I don't think there is functionality for that.

    It depends on how in depth you want to go. Below, the Schedule Board already colour codes the resources via pins.

    2625.Screenshot_5F00_3.png

    As a work around maybe, you could also add a coloured image for each of the resources if you aren't using the images already.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Schedule Board Customization

    Yes sir. For Example, Bookable Resource A would show up red and Bookable Resource B would show up blue on the schedule board.

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Schedule Board Customization

    Hi Dita,

    From what I know there is no out of the box way of configuring views for Days, Weeks and Months. I Imagine you would have to dive into the HTML and JavaScript that's included in the Field Services Solution and see if you could possibly manipulate it. But that may be more effort than its worth.

    Could you expand more on Question 2. Do you wish to add individual colours to resources which will then show on the schedule board?

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