Improved user experience with new schedule board enhancements

Important

This content is archived and is not being updated. For the latest documentation, go to New and upcoming features in Field Service. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Users, automatically - Aug 2, 2021 Mar 31, 2022

Business value

The schedule board is a core piece of functionality for service managers and dispatchers. In 2021 release wave 2, we're adding remaining features to the new schedule board to bring feature parity between the old and new schedule boards so that customers can switch to the new board and experience enhanced productivity through a better user experience.

Feature details

We are bringing the following capabilities to the new schedule board:

  • Find availability functionality for finding the best available resources to schedule jobs, which could last from a few minutes to as much as a few months. Single resources (such as accounts, contacts, users, and equipment) or multiple resources (such as crews, pools, and facilities) can be scheduled to jobs.
  • Make the settings available on the schedule board tab so users can create and configure their tabs, and don't need to switch back to the old schedule board.
  • Custom fields on a work order or requirement can be displayed as a filter on the schedule board, and can also be considered while finding the best available resource via custom attributes by using the Universal fetchXML queries.
  • Custom fields on the work order or requirement can be displayed on the booking information or booking alerts that are displayed on hourly view of the new schedule board.
  • Customers can use custom JavaScript methods that can be executed prior to creation or update of the bookable resource booking records on the hourly view of the new schedule board.
  • The schedule board functionality in hourly view can be extended via different client-side extensions such as scripts, stylesheets, and localization.

See also

Experience the new and improved schedule board in Dynamics 365 Field Service (docs)