Schedule a work order (Field Service)

Once a work order has been created in Dynamics 365 for Field Service, it's ready to be scheduled. More information: Create a work order

Before you use the schedule board, it’s important to set it up. More information: Configure the schedule board

Schedule a work order manually

  1. From the main menu, click Field Service > Schedule Board.

  2. There are several ways to manually schedule a work order:

    • Right-click an unscheduled booking and find available resources.

      1. From the Booking Requirement list, right-click an unscheduled booking and choose one of the following:

        1. Choose Find availability -Current Resources to find available resource from the list of resources on the schedule board.

        2. Choose Find availability -Current Resources, to find available resource from resources in the system

          Note

          When you do this, the filters will show the options for the selected booking requirement.

        3. When you see the available slot right-click the time slot on the schedule board and choose Book Here. Or, drag and drop the booking requirement to the available time slot.

    • Drag unscheduled work orders from list view to the schedule board.

      1. Select an unscheduled work order from the list at the bottom.

      2. Drag the work order to an available resource/time slot on the schedule board.

    • Block out a slot on the schedule board directly, and select an unscheduled work order to schedule.

      1. Select an available slot for the resource you are trying to schedule.

      2. While holding down Shift, click and drag across to highlight the duration you want to schedule.

      3. A pop-up window appears that allows you to choose a work order to schedule during the time slot. You can also create a work order from this screen by clicking New in the bottom left corner.

Schedule a work order using the Book option

  1. From the main menu, click Field Service > Work Orders.

  2. Select a work order from the list, or click the work order number.

  3. On the command bar, click Book.

  4. Choose from the recommended resources and then click Book & Close.

    Note

    You can also the filter to find other resources.

Schedule a work order using the scheduling assistant

  1. From the main menu, click Field Service > Work Orders.

  2. Select a work order from the list, or click the work order number.

  3. On the command bar, click Schedule Assistant.

  4. When the schedule assistant opens, choose the constraints that you will use to query the system to find available resources and time slot options.

    • Duration: Pulled from the estimated duration on the work order, which is driven by the incidents.

    • Radius Constraint: Select the radius for the available resources. This defaults from a Field Service setting.

    • Start and End Days: Choose the date ranges. This is driven from the date window fields on the work order.

Reassign and reschedule a work order

  • From the schedule board, choose the work order, and then drag it to a new time slot or resource.

Move work orders not completed to a future day

  • Click the Actions menu, and then select Move Booking to Next Day..

See also

Overview of Dynamics 365 for Field Service
Create a work order
Submit and approve time-off requests
Configure the schedule board
User's Guide