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Schedule board tabs visible to users in other Business Unit

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Posted on by JJ-22040758-0

I want to restrict schedule board tabs created by a user in a business unit to not be visible to a user in another business unit. Currently schedule board tabs created in Business unit A are visible for users in Business unit B. Can we achieve this through security role ? Can someone guide me pls?

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Leah Ju Microsoft Employee on at

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Hi partner,

You can have multiple schedule board tabs configured for your business needs. As the owner of a schedule board tab, you can share the tab.

Every user with a Field Service security role gets access. Admins can also create custom security roles with the Schedule Board Setting privilege.

Refer to the following link for more details:

https://learn.microsoft.com/en-us/dynamics365/field-service/share-schedule-board-tab

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Pete C 107 on at

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Hi, did you work this out? We achieved through going to advanced settings and sharing by business unit

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Community member 2 on at

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@Pete C, Could you please elaborate? Which table or record we should share and how can we do that? Thanks

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Pete C 107 on at

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Hi,

Go to advanced settings.

Go to Filter:

Go to schedule board settings & click results:

Select schedule board you wish to work with and click share:

Select Add/Use then the users or BU you wish to share it with.

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