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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Schedule Board Filter ...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Schedule Board Filter Resources not working since upgrade

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Posted on by John Holmes 260

Since I have applied the latest update for filed service, the filtering of resources on each schedule board is no longer working.  This has been registered as a bug with Microsoft but I cannot get an ETA of when a fix may be available.

Schedule boards that were already there still hold their filters so I was wondering if anyone knows of a work around of how to set the filter maybe through the Schedule Board Settings entity?

Thanks

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  • Suggested answer
    John Holmes Profile Picture
    John Holmes 260 on at

    There is a work around given by MS that entails updating JSON in the configuration entity records.  Not ideal but kind of works

  • ANdreas Ekman c Profile Picture
    ANdreas Ekman c 25 on at

    Did you ever get a proper resolution to this? /// A

  • John Holmes Profile Picture
    John Holmes 260 on at

    Hi,

    Yes, after updating the configuration records.  I will forward the Microsoft advice in the morning

  • Armine DD Profile Picture
    Armine DD 288 on at

    hi John, I am also interested in the solution as we have an open case by the customer with the same issue. May I ask you post the MS solution here open to community? Thanks, Armine

  • K-R-D Profile Picture
    K-R-D 120 on at

    I would like to understand the solution as well as I am considering the upgrade.

    Ken

  • John Holmes Profile Picture
    John Holmes 260 on at

    This was the advice from Support

    1. Using Advanced Find, search for all records in the msdyn_configuration entity (Configuration) 
    2. For each record, open it and search for the string "PreferredResources" in the Value  field and replace it with "MustChooseFromResources". 
    3. Save the changes.
  • Armine DD Profile Picture
    Armine DD 288 on at

    Thank you for the response @John Holmes,  however I would like to know if you have followed this advice. I am not able to find any entity  with name msdyn_configuration in my instance.  Any ideas?

  • John Holmes Profile Picture
    John Holmes 260 on at

    Hi

    Yes we followed the advice and updated the record in the Configuration Entity

    Screenshot-2020_2D00_05_2D00_17-at-19.13.38.png

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