Set up and customize schedule boards
The Dynamics 365 Field Service schedule board provides an overview of resource availability and bookings. You can customize the schedule board to set up the views and filters for your preferences, and you can customize the schedule board to meet business requirements.
You can access the schedule board in the Field Service app by going to Service > Scheduling > Schedule Board and in the Resource Scheduling app by going to Resource Scheduling > Tools > Schedule Board.
New schedule board
Microsoft has released a new schedule board that is faster and more responsive. As of October 2021, the new schedule board is feature-compatible with the existing schedule board.
You can enable the new schedule board by turning on the New Schedule Board toggle switch in the upper-right corner of the schedule board.
For more information, see Experience the new and improved schedule board in Dynamics 365 Field Service (generally available).
Create schedule boards
Typically, a single scheduler is responsible for filtering different sets of resources by geographical location or skills. While the schedule board enables the scheduler to filter resources by territory, roles, and skills, the need to switch between different sets of resources means that the scheduler would be constantly changing filters, which is inefficient and time-consuming. It is easier to create separate schedule boards that are prefiltered for each set of resources.
You can create schedule boards by selecting the Add tab button in upper-right corner of the old schedule board and the add (+) button in the upper-left corner of the new schedule board.
Selecting the new schedule board tab button opens the following dialog.
Enter a name for the board and then select Add. Then, you can apply filters to the new board that you created and select Save as default.
Whenever the board is used, it will use those filters.
Share a schedule board
By default, a schedule board tab will only be visible to the person who created it. By using the Shared With dropdown list, you can make a board available to the following entities:
Just Me - The schedule board tab will be visible only to the user who created it.
Everyone - The schedule board tab will be visible to all users who have access to schedule boards.
Specific People - The schedule board tab will only be available to the users with whom the associated Schedule Board Settings record has been shared. You can find and share these records by using Advanced Find.
Customize schedule boards
The contents of many of the components in the schedule board are controlled by views on the following tables:
Bookable resources
Bookable resource bookings
Organizational units
Resource requirements
These views change the contents of the details pane, tooltips, and other components. By changing the columns that are used in these views, you can change the details that these components display in the board.
You can customize the views that the schedule board uses or create your own views. For example, consider the job table that you enabled for Universal Resource Scheduling in the previous section. The default views show the following information for the tooltip and details pane.
With a few changes to bookable resource booking views, you can add more detail, as shown in the following screenshot.
You can change the views and other settings by selecting the ellipsis (...) next to the board name. You can customize following areas of the schedule board settings:
Basic - The name of the board and who can use the board.
Map - The views that are used for resources, requirements, organizational units, and bookings in the map view.
Custom web resource - A web resource that can provide more schedule board capabilities.
Schedule assistant - Defines settings that are used in the schedule assistant. One important setting is Book based on, which defines whether the booking starts from the estimated arrival or from the start of travel.
Board colors - Define the colors that are used to indicate a resource's level of bookings, including not booked, partially booked, fully booked, over booked, and non-working hours.
Other - Controls the number of rows and columns that are displayed on the board.
Schedule types - The views that are used for resources, requirements, and bookings on the board. You can define different views for each table that is enabled for scheduling.
Requirement panels - The views that are used to show requirements that need to be scheduled. To add a new table, select the plus (+) icon, enter a title, select the view, and then select Save.
You can change the schedule board with customization of views, but other components will require more technical customization skills:
Resource cells - Displays the name, picture, and use for a resource.
Filter pane - The fields that are used to filter resources.
Retrieve Resources Query - Defines how to match and sort resources to the requirements in the filter.
These components use HTML and Universal FetchXML to customize their functionality. You can find and edit these components in the Other area on the schedule board settings.
For more information, see Customize the schedule board with a custom resource attribute.