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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Set default view in Sc...
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Set default view in Scheduling Assistant

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Posted on by betmar96 5

We are trying to set the default "mode"/view in Field Services Schedule Assistant to Gantt from List.

The Schedule Board is showing Gantt view by default but when clicking on a Resource Requirement and then Find Availability it changes the view to list view (see screenshots).

We have seen another Field Services solution that uses the Scheduling Assistant without the RSO add on working all from the Gantt view.

Thanks

pastedimage1663804575417v2.png

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Microsoft Dynamics 365

2022 release wave 1 enabled

  • luisdev86 Profile Picture
    luisdev86 16 on at
    RE: Set default view in Scheduling Assistant

    Hello,

    I'm having similar issues and haven't been able to make it work for me.

    Has anybody found a solution already?

    Thanks

    PS: I just upvoted the idea suggested to MS

  • Ian_P Profile Picture
    Ian_P 39 on at
    RE: Set default view in Scheduling Assistant

    Completely agree we should have a setting for this so I have created an Idea as it would be so useful for users.

    Microsoft Idea (dynamics.com)

    Best get voting for the idea :-)

    I couldn't find any similar ideas already out there.

  • Cindy @TDIndustries Profile Picture
    Cindy @TDIndustries 129 on at
    RE: Set default view in Scheduling Assistant

    We are having this same issue and its very frustrating for our dispatchers. They are constantly having to reset their default view. 

  • betmar96 Profile Picture
    betmar96 5 on at
    RE: Set default view in Scheduling Assistant

    Yeah using the new schedule board experience and still no luck.

    Our Dev env. is using the new experience too and working as we want so there must be a setting or a "tick box" somewhere that we have missed.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Set default view in Scheduling Assistant

    @mebthune you are using the new schedule board experience, any luck? I am also trying set the default view to "weekly" in the schedule assistant. It seems it may not be possible

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    RE: Set default view in Scheduling Assistant

    Hi Mbethune,

    I think the below might help you:

    1. Next generation schedule board experience in Dynamics 365 Field Service | Microsoft Learn
    2. Next generation schedule board experience in Dynamics 365 Field Service | Microsoft Learn

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • betmar96 Profile Picture
    betmar96 5 on at
    RE: Set default view in Scheduling Assistant

    Thanks Abdul

    Views are looking different from those instructions in the link

    pastedimage1663819092929v1.png

    Cannot seem to find the Gantt view settings to set that mode/view as default still.

    We could possibly be using the Next-generation schedule board experience

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    RE: Set default view in Scheduling Assistant

    Hi Mbethune

    Here is the link that guides step-by-step on how to achieve it. Define schedule board tab settings in Universal Resource Scheduling | Microsoft Learn.

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

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