web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Retrieve Resources Que...
Service | Customer Service, Contact Center, Fie...
Answered

Retrieve Resources Query Settings

(0) ShareShare
ReportReport
Posted on by meenoo 7,316

Hi,

I have exhausted myself looking around online. Hope someone can guide me.

I am trying to modify the default filter criteria for 'Quick Book'. Where exactly do you modify the query is my question?

There are couple different places where you can modify the query as per my readings so far. Am I right? Is it the Schedule Assistant filter that needs to be modified from Schedule Board Default Settings? Or from the Booking Setup Metadata form? I started off editing the query from Booking Setup Metadata form by following a Microsoft article. But nothing really happened, then after a couple of tries, I tried editing from Schedule Board Settings, nothing changed that either. It appears all it does is take the start date and end date as the criteria and shows resources that are not relevant to the requirement I picked. Hope someone can guide me through this.

Thanks for any help.

I have the same question (0)
  • meenoo Profile Picture
    meenoo 7,316 on at

    bump..

  • meenoo Profile Picture
    meenoo 7,316 on at

    anybody..

  • Ali Khan Profile Picture
    Ali Khan 1,380 on at

    Hey @meenoo, could you share more details please what you'd like to modify in the query? Generally speaking it picks up the date, characteristics required, fulfilment preferences based on resource requirement and work order (or schedulable object).

  • meenoo Profile Picture
    meenoo 7,316 on at

    For now I am trying to modify characteristics as it seems to currently only picking on start and end date. This is specifically from 'Book' button which you can click from Incident(my schedulable entity) entity view. I am not sure how to modify the filters for this.

    Thanks.

  • Verified answer
    Al Iggs Profile Picture
    Al Iggs on at

    I think that Quick Book uses the same settings as the Schedule Assistant, i.e. open the advanced settings of any schedule board and select "Open Default Settings". If you enabled the Case entity for scheduling, you need to adjust the "Retrieve Resources Query", the "Filter Layout" and "Retrieve Constraints Query". Use the Work Order settings as a starting point, for this entity skills are already part of the standard logic.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 61 Super User 2025 Season 2

#2
Siv Sagar Profile Picture

Siv Sagar 52 Super User 2025 Season 2

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 42 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans