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

In this article, we'll take a look at what's new, and how to switch to the new schedule board in your environment.

Screenshot of the new schedule board in Dynamics 365, showing the resources and requirements.

For a guided walkthrough, check out the following video outlining Wave 2 2021 updates to the new schedule board.

Improvements

The new schedule board is faster, with better usability, and it lays the foundation for new capabilities for multi-day scheduling and intelligent interactions.

Screenshot of the new schedule board in Dynamics 365, showing the resources.

Performance

The new schedule board is faster and more responsive when:

  • Loading the schedule board
  • Selecting schedule board tabs
  • Dragging and dropping work orders
  • Rescheduling bookings

Screenshot of the new schedule board.

Usability and accessibility

The new schedule board is a Power Apps Component Framework (PCF) control built on the Unified Client Interface, making it more flexible, supportable, and accessible. The new schedule board will work better on different screen sizes and across form factors.

New color schemes and ways of depicting travel time make it easier for dispatchers to see statuses and details.

Screenshot of an outlined "ghost booking" to preview a schedule on the schedule board.

For instance, the previous screenshot shows a new "ghost booking" feature that helps dispatchers know if a booking will fit into a schedule before the booking is even scheduled.

Foundation for new capabilities

The new schedule board provides the foundation for future releases that will provide dispatchers insights and recommendations to improve schedules.

Prerequisites

  • The next generation schedule board is generally available.
  • Dynamics 365 Field Service version 8.8.30.103+

Enable new schedule board for yourself

Go to the schedule board and use the toggle button in the top right of the schedule board to switch between the current and new schedule boards.

Screenshot of the schedule board showing the preview toggle in the top right set to "On.".

Enable new schedule board for your organization

The new schedule board is not turned on by default, so you'll have to enable it in order to use it in your organization.

To enable the new schedule board, go to Scheduling > Administration > Scheduling Parameters and switch on the Enable new Schedule Board toggle.

Scheduling parameters in Field Service, showing the toggle to enable the new schedule board.

Select and filter resources

Choose which resources should display on each schedule board tab.

Expand the filter pane and choose Select Resources.

Screenshot of the schedule board, showing resources.

From the list of available resources on the left, move the ones you want to display on the schedule board to the right. Then Apply.

Screenshot of the resources dialog on the schedule board in Field Service.

Resource cards

Right-click a resource's name and then choose View Resource Card to see more, like the resource's skill set (characteristics) and roles. From here, you can also initiate a message, email, or phone call.

Screenshot of a resource card on the Field Service schedule board.

Map view of requirements and resources

Select the map icon in the upper right of the schedule board to display the resources and requirements on a map.

Screenshot of the schedule board with map view.

After expanding the map view, select a resource's name to see their route. The numbers indicate the order the resource is scheduled to arrive at each job (requirement) location.

Screenshot of the schedule board showing the technician route.

At a zoomed-out view of the map, the requirements and resources are grouped together, and you can see a count of requirements and resources. This count helps you quickly identify a geographical area with more unscheduled jobs, and then start scheduling the jobs to nearest resources.

Screenshot of the schedule board with the grouping of the requirement pins.

You can drag an unscheduled requirement pin from the map to the resource timeline and schedule it to that resource.

Screenshot of the schedule board, showing how to drag the requirement pin.

Screenshot of the schedule board, showing the dropping of the requirement pin.

You can also drag the resource route to a nearby unscheduled requirement to schedule it and add it to the resource route.

Screenshot of the schedule board showing dragging of the resource route.

Screenshot of the schedule board showing dropping of the resource route.

Daily view

The new schedule board supports a daily view of scheduled jobs and supports dragging-and-dropping to the schedule.

Screenshot of the daily schedule view on the new schedule board.

Scheduled requirements with a short duration will display across the entire day to make it easier to view details. Hover over the requirement or double-click to see the actual duration.

Screenshot of the new schedule board showing another daily view detail.

Weekly and monthly views

Switch to the weekly or monthly views to see scheduled jobs at a higher level. Select a resource's time slot and a requirement below to trigger the booking panel.

Screenshot of the weekly of the new Field Service schedule board.

The booking panel will help you schedule a work order across multiple days and choose how the work should be divided each day.

Find availability (schedule assistant)

The schedule assistant is also available in the new schedule board experience. By selecting a booking requirement from the bottom panel, and then Find availability, you'll trigger the schedule assistant.

"Find availability" option on the new schedule board.

From the schedule assistant, you'll see available resources and can plan accordingly for the work.

The schedule assistant, triggered from the new schedule board.

Find availability (schedule assistant) list view

Select Gantt then List to change the schedule assistant view to show a list of available resources.

Select column headers to sort results in ascending or descending order.

Schedule board sorting options in Field Service.

Select Group to group available resources by the column value. In the following example, we grouped time slots by resource type (in this case, by contact or user).

Group available resources on the schedule board.

Grouping resources helps dispacthers make better sense of availability based on different attributes.

Grouped resources on the schedule board in Field Service.

Move a booking

Alternatively, move a booking to the next day by selecting the booking, then select the Ellipses [...] icon next to the Book button, as seen in the following screenshot. Select Move bookings.

Move bookings option in the new schedule board.

Move bookings to a new resource, a new start date and time, or both

With Field Service v8.8.39+, the new schedule board provides an easy way to reassign and reschedule bookings in the same action. Bookings can be moved to resources on the current schedule board tab or to resources on other schedule board tabs.

Move a booking to a resource on the current schedule board tab, or change the start date/time, or both

Right-click on a booking and select Move to.

Then reassign this booking to any resource on the current schedule board tab, or change the start date and the start time of the booking.

Select Update to apply the changes.

Screenshot of the move to option.

Move a booking to a resource on a different schedule board tab, or change the start date or time, or both

Right-click on a booking and select Move to. Select the filter icon in the resource field and change the filter from Resources on this tab to All resources.

Now you can reassign this booking to any resource on any tab, and change the start date and start time of the booking. Select Update to apply the changes.

Screenshot of the move to with resource filter expanded option.

Booking details panel

To see more details about a booking on the schedule board, open the details panel by selecting the details icon, as seen in the following screenshot.

Details panel for a booking in the new schedule board.

Booking alerts panel

To see a list of active booking alerts, select the Bell icon, as seen in the following screenshot.

Booking alerts panel on the new schedule board.

From the booking alerts panel, you can also create a new booking alert, close an existing booking alert, or dismiss all booking alerts. See the following screenshot for reference.

Booking alerts panel on the new schedule board, showing options to dismiss all, close, and create new.

Full screen mode

Full screen mode on the new schedule board makes it easier for dispatchers and schedulers to focus on the details and make the most of their screen space.

Select the Expand icon in the top-right of the new schedule board to enter into full screen mode.

New schedule board in Field Service, showing the expand icon in the top-right.

Get driving directions

From the new schedule board, you can get driving directions for a frontline worker between their last job site to their next job site.

To get driving directions, right-click on the booking, and select Get driving directions.

New schedule board showing the "Get driving directions" option on a booking.

A map view will open, showing directions between the frontline worker's last job site to the next.

Map view of driving directions between one job and another.

You can also get driving directions for a frontline worker's entire day of bookings. Right-click on the resource in the resource list, and select Get driving directions.

"Get driving directions" option after right-clicking on a resource.

Select the day for which you'd like to generate driving directions for the selected resource.

Map view of driving directions for a day's worth of bookings for a resource.

A map view will open showing the day's worth of bookings for the selected resource.

Screenshot of

Edit multi-day bookings

After a multi-day booking is created across multiple days, weeks, or months, dispatchers can right-click a booking, select edit, and change how many hours are assigned for each day, week, or month via a booking panel on the right.

Screenshot of a multi-day booking on the schedule board.

Create a new schedule board tab

To create a new schedule board tab, select the [+] icon in the tab list on the schedule board, as seen in the following screenshot.

"Add new" button for schedule board tabs on the new schedule board.

Fill in the relevant details about your new schedule board tab, and then Add when done.

New schedule board tab dialog in Field Service.

Custom web resource panel

Use the Schedule Board Client Extension Framework to add custom web resources to the schedule board, which could be HTML, JavaScript, a custom app built on Power Apps, and so on.

To see a custom web resource, select the web resource icon in the menu, as seen in the following screenshot.

Custom web resources panel on the new schedule board.

Schedule board settings

Use the Gear icon to open the schedule board settings panel on the the new schedule board.

Schedule board settings icon on the new schedule board.

Schedule board settings from the schedule board tab.

Schedule board settings dialog showing the "Edit defaults" option.

"Edit defaults" dialog for the new schedule board.

Schedule board settings dialog, showing the settings for booking tooltips, booking details, and more.

Automated Scheduling (RSO)

Note

The following features like suggest resources, book resources, single resource optimization, and optimization goals are only available for organizations using Resource Scheduling Optimization.

Organizations using Resource Scheduling Optimization will find additional capabilities in the schedule board.

Suggest resources

Screenshot of the suggest resources option.

Selecting Suggest resources will display recommended resources in the right panel for the dispatcher to book.

Screenshot of the scheduling assistance preview.

Book resources

Selecting Book resources will find the most optimal resources and book them without further actions from the dispatcher.

Screenshot of the scheduling assistant preview showing suggestions.

Single Resource Optimization

Sometimes you might need to optimize only a single resource's schedule, rather than a set of available resources. Single resource optimization provides a quick way to reoptimize a resource's schedule and travel route after schedule changes have occurred during the day - this functionality is now available on the new schedule board. You can right-click a resource from any schedule board view and select Optimize Schedule.

Screenshot of the optimize schedule for a resource.

Screenshot of the optimize schedule for a resource in progress.

Screenshot of the optimize schedule results.

Optimization goals

The schedule board supports optimization goals. After selecting suggested resources, dispatchers can edit the optimization goal, which dictates how resources are recommended.

Screenshot of the schedule assistant showing optimization goals on the schedule board.

There is a default optimization goal that applies to the entire system and serves as the default for optimization requests. Dispatchers can also edit the default optimization goal for each schedule board. Finally, dispatchers can edit the optimization goal for a single optimization request by selecting Suggest Resources.

Configuration considerations

  • The new schedule board is currently supported on Microsoft Edge, Chrome, and Firefox browsers. Currently, Internet Explorer 11 is not supported.

When to use the new versus current schedule board

The new schedule board has the same capabilities as the older schedule board. Use the table below to understand capabilities in both schedule boards.

Feature Category New schedule board Old schedule board Details
Manual scheduling Dispatcher Yes Yes Dispatcher can manually select a resource and create a booking for an unscheduled requirement by interactions like dragging and dropping the requirements, selecting an open timeslot, and using booking panel.
Assisted scheduling (find availability) Dispatcher Yes Yes Dispatcher can select an unscheduled requirement on the requirement panel and select "Find Availability," which opens up the schedule assistant view, and shows the available timeslots for the available resources. Dispatcher can choose a timeslot and create a booking.
Automated scheduling Dispatcher For existing resource scheduling optimization customers, public preview is available. No The default capabilities of resource scheduling optimizer functionality are made available in the schedule board, enabling dispatchers to manage schedules from a requirement's or resources point of view with the organization's business goals applied automatically by the optimizer.
Auto update travel time Dispatcher Yes Yes When a booking is manually scheduled or rescheduled via drag-and-drop, the travel time from the resource's previous location is automatically calculated and displayed in the front of the booking. See more details.
View modes - Hourly, daily Dispatcher Yes Yes Show the resources and their bookings on the hourly and daily views of the schedule board.
View modes - Weekly, monthly Dispatcher Yes Yes Show the resources and their bookings on the weekly and monthly views of the schedule board.
View types - List view Dispatcher Yes Yes List view is a simple view, in which bookings of the resources are shown as a simple list. This list view provides accessible view to the Users to browse and create Bookings
View types - Map view Dispatcher Yes Yes
View types - Details view Dispatcher Yes Yes Details view is a configurable view, to show and add details of a resource, requirement, or a booking record.
Multi-resource scheduling Dispatcher Yes Yes Requirement groups allow you to define groups of resources that would be appropriate for a job and to then schedule all those resources with a single search. With requirement groups, you can mix and match the different types of resources—such as individual field technicians, a whole crew, equipment, or facilities—needed for a job
Multi-day assisted scheduling Dispatcher Yes Yes Work orders and scheduling requirements can be scheduled across multiple days and weeks. A common example is scheduling a 40-hour work order across an entire work week where the field technician is expected to perform more detailed work at the same location each day.
Multi-day manual scheduling Dispatcher Yes Yes Work orders and scheduling requirements can be scheduled across multiple days and weeks. A common example is scheduling a 40-hour work order across an entire work week where the field technician is expected to perform more detailed work at the same location each day.
Pools and crews Dispatcher Yes Yes Resource pool scheduling allows you to assemble groups of similar resources to manage capacity and give schedulers the option to assign specific resources at a later time.
Resource crews allow dispatchers to search and schedule multiple resources at once. Crews can include a group of employees, subcontractors, equipment, facilities, or any combination thereof who will perform the same work during a period of time. Crews speed up and simplify the scheduling process and allow team members to work together more consistently.
Configuration Admin Yes Yes Admin can create new tabs on the schedule board and configure changes on the board, tab settings, and scheduler settings
Extensibility Admin Yes Yes Admin can extend the schedule board and use extensibility on some of features like
Custom Booking template (Hours) - HTML
Custom Booking alerts - HTML
Custom Resource Cell Template - HTML
Custom Filter Layout - Universal FetchXML
SB/SA Retrieve Resources Query - Universal FetchXML
SB/SA Retrieve Constraints query - Universal FetchXML
Custom Web resource support
Client Extensions (support for JavaScript, style sheets, and Localizations files)
Booking Rules (Support for custom business logic via JavaScript on the booking creation)

Add new schedule board to custom sitemap area

When using a custom sitemap or an app module, you'll need to update the sitemap to consume the new schedule board preview.

The following snippet is what it looks like before:

<SubArea Id="msdyn_ScheduleBoardSubArea" ResourceId="SitemapDesigner.NewSubArea" VectorIcon="$webresource:msdyn_/Icons/SVG/Calendar.svg" Url="$webresource:msdyn_/fps/ScheduleBoard/ScheduleBoard.html" Client="All,Outlook,OutlookLaptopClient,OutlookWorkstationClient,Web" AvailableOffline="true" PassParams="false" Sku="All,OnPremise,Live,SPLA">

Screenshot of the sitemap before.

The next snippet is what it looks like after:

<SubArea Id="msdyn_ScheduleBoardSubArea" ResourceId="SitemapDesigner.NewSubArea" VectorIcon="$webresource:msdyn_/Icons/SVG/Calendar.svg" Url="/main.aspx?pagetype=entitylist&amp;etn=msdyn_scheduleboardsetting" Client="All,Outlook,OutlookLaptopClient,OutlookWorkstationClient,Web" AvailableOffline="true" PassParams="false" Sku="All,OnPremise,Live,SPLA">

Screenshot of the sitemap after.

URL:

/main.aspx?pagetype=entitylist&etn=msdyn_scheduleboardsetting

ID:

msdyn_scheduleboardtoggle

Additional notes

  • The schedule board is only supported in Unified Interface web (Field Service v8.x+) and not in tablets or phones.
  • The booking status colors that appear on the schedule board have lower opacity than the defined booking status colors. This behavior is similar to the Outlook calendar. When a booking is selected on the schedule board, the booking color will appear with normal opacity.

Uninstall schedule board

To uninstall the new schedule board solution ("Resource Scheduling Controls"), perform the following steps.

  1. Go to the Schedule Board Settings entity customization form.
  2. Remove the new schedule board preview control from the grid.
  3. Save and publish the changes.
  4. Go to the resource scheduling app, clear the browser's cache, and reload schedule board. The old schedule board will load without the toggle in the top right of the screen.
  5. Once the solution is uninstalled, the new schedule board will not be available for the environment until you upgrade your Field Service app to the latest available version.