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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Calendar View for Appo...
Service | Customer Service, Contact Center, Fie...
Suggested answer

Calendar View for Appointment bookings

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Posted on by MN-03070935-0
Hi,
 
Is there any way on how we can add fields on the calendar view of appointment booking records?
 
Steps to replicate : 
 
1. Book an appointment from schedule board or directly by creating new bookable booking resource record.
2. Come to Active bookings view, then click on Show As at the left top corner on the screen - it shows two options a. Calendar b. Focused view 
3. Click on Calendar view and you should see something like below. you could see the appointments but i need to add other fields to it to be displayed and also when they click on the appointment block a square window will be opening now - how to change fields/values there?
 
Categories:
Dynamics 365 Customer Service
Dynamics 365 Field Service
misc-calendar-bug...
  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 1,847 on at
    Calendar View for Appointment bookings
    Do you know how to check exactly which PCF component the view is using? My demo org has one called 'Booking Calendar Control', which is similar but a little different to yours and it does not have the hover view you showed.
     
    Quick Notes on how this works
    • When looking at a list in CRM like this, you are looking at either a System View or a Personal View. The default experience for these views is a Read-Only grid, which basically looks like an excel list and your 'normal' CRM view
    • System Views can have what are known as PCF Controls added to the table, which allow the user to switch between other ways of viewing the information in the view. Field Service has some default options available, like calendar view, but there are a bunch of different ones out there
      • The PCF Control is really only changing how you interact with the view. The records contained on the view (the filter) are not part of the control
      • PCF Controls do not typically contain a definition for what columns are shown in a view, though they can define other things (like the popup view)
     
    In my experience, on a control for this, the form that appears as a preview will utilize the columns defined in the system view you are using. Does your view 'Active Bookable Resource Bookings - List View' have the following columns in this order?
    • Resource Name
    • Start Time
    • Duration
    • etc.
     
    If they do, then you can modify what appears in the hover by updating the System View column order, or by adding new columns in.
     
    The previous response had a few suggestions that I don't believe are accurate. System Views never use Quick View forms, and the Calendar View is a PCF control that modifies the views and not a System View itself so I would avoid trying to troubleshoot down that path.
  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 848 Most Valuable Professional on at
    Calendar View for Appointment bookings
    1. Modify Fields on Calendar View (Appointment Block):
    • Go to Advanced Settings → Customizations → Customize the System.
    • Under Entities, find Bookable Resource Booking.
    • Navigate to Views → look for the view named "Bookable Resource Booking Calendar View" (or similar).
    • Edit the columns (fields) you want to show on the appointment block.
    • Publish your changes.
    Note: Only selected fields like Subject, Start, and End times can be shown on the block; layout is limited.
    2. Customize the Popup Card (Quick View on Click):
    • This is a Quick View Form.
    • In the same entity (Bookable Resource Booking), go to Forms.
    • Locate and edit the Quick View Form used in calendar view (typically "Booking Quick View").
    • Add or remove fields as needed.
    • Save and Publish.
    Notes:
    • Changes may not reflect instantly—clear cache or reload the app.
    • Deep customization of the calendar layout itself requires custom controls or PCF (PowerApps Component Framework).

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