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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / FIeld Service Schedule...
Microsoft Dynamics CRM (Archived)

FIeld Service Schedule Board limitations

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Posted on by Community Member Microsoft Employee

We are not using the Field Service functionality so far and I have concerns when I see pics & presentations in the Internet. Maybe, somebody can answer the following questions:

- We schedule our Team in full days, not hours. Can we switch the view to days?

- How far can I scroll the schedule board on the timeline? 1 Month, 3 Month, 1 Year?

- We want to see the customer name in the work order on the schedule board. Is this possible?

- Is there any ressource (pdf, Website) which clearly describes the limitations that I do not Need to ask questions like the one above?

Your Feedback is appreciatet, thanks

Thomas

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: FIeld Service Schedule Board limitations

    Last time I checked, the display on the Schedule Board was only editable in Hours view, not in Days.

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

    5265.Screenshot_5F00_1.jpg

    You can change the view by following the image above

    It depends on what view are using:

    Days - 5 days ahead

    Weeks - 5 weeks ahead

    Months - 5 months ahead

    You can customise what info you wish to see in the schedule board here:

    http://dynamicscrmcoe.com/customise-work-order-display-schedule-board/

    There isn't really one place to get everything you need for Field Service. I would suggest the best way would be to just google and to mess around with Field Service using a trial version.

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