D365 CHECK LAYOUT HOW TO
D365 CHECK LAYOUT UPDATE

– Two Option control “Onsite Resource?”: This will be for filtering resources that are Onsite based on Resource Location. – Number control “Resource Utilization”: This will be for filtering resources based on the Target Utilization attribute of the Bookable Resource. – Textbox control for “Preferred Resource Name”: This will be used to filter out particular resources by name.

We will add various types of controls in the Filter Panel by adding the below listed Control tags in the Filter Layout Query XML. Now, we will create New Filter Layout by clicking on the + symbol and pasting the XML Query as we have in the default Filter Layout Query.ĥ. (Instead of updating the default OOB queries, we will copy the default Query and create a custom query with additional required changes).Ĭlick on the Edit symbol for the “Default Filter Layout (Default)” Query and copy the XML shown in the below screenshot.Ĥ.

D365 CHECK LAYOUT UPDATE

Now we will update the Filter Layout Query in order to add our additional custom control to the Filter Layout Panel. Please refer to the below screenshot for the same.ģ. In the Board Settings window, click on the Other option where we can see the settings for Filter Layout, Resource Cell Template, Retrieve Resource Query, etc. Navigate to the Schedule Board’s tab “Customized Schedule Board” and click on Board Settings as shown in the below screenshot.Ģ. Please follow the below-listed steps in order to customize the New Schedule Board tab in the Dynamics 365 CRM:ġ. Note: As we know there is an OOB Initial Public View Schedule Board tab on the Dynamics365 Field Service Schedule Board and it is recommended not to update the Queries of this Schedule Board tab, we will add a new Custom Schedule Board tab, and customize the same as per the business requirements.

D365 CHECK LAYOUT HOW TO

Now, let’s see how to achieve our requirement by modifying the Queries in CRM. This requires changes in the “ Filter Layout Query” and “ Retrieve Resources Query” XML Queries in the Schedule Board Settings, which uses Unified Fetch XML language to build the queries. on the Filters Panel on the left-hand side of the schedule board and filter the Resources on the Schedule Board. We will add different types of controls such as Textbox, Lookup, Option set, Multi-Select Option set, Number, etc. This will help dispatchers easily find suitable Resources in order to accomplish the Work in all aspects. In this blog, we will walk through to check how to customize our schedule board and make it more efficient for Dispatcher, by adding Custom Controls to the Filter Layout and filtering the Resource based on those filters. As per the business scenarios, the preferences for the dispatcher differ in the real-world scenarios, and Field Service within Dynamics 365 allows us to be flexible and customize the Schedule Board as per the business need.ĭynamics 365 Field Service Schedule board now has a new and improved User Experience, which makes Dispatchers efficiently and accurately assign the Resources to their work. The Dynamics 365 Schedule Board provides an ability to view resources and schedule/book them for particular Work Items.

D365 check layout