To set the Schedule Assistant to default to the Gantt chart view instead of the List view, click the three dots (•••) on one of the Schedule Boards and select Board Settings. Within Board Settings, click the Edit Defaults hyperlink…
Tag: Schedule Board
How to filter Bookable Resources by Project on the Schedule Board
Within in the Schedule Board Settings in the ‘Filter Layout’ xml you need to add the Projects option to allow users to search for the project. I have highlighted the xml I added below: Next you need to edit the…
Migrate Schedule Board(s) to other environments
I have a link to the Visual Studio project here. This currently only opens for Visual Studio 2019 and will not open for any earlier versions of Visual Studio. You will also need to download a few other items before…
How to display SLA Time on the Schedule Board
In this post I will show you how to set up an SLA timer on the Schedule Board Requirements view. First of all you need to create a new field on the Resource Requirement entity: Data Type = Whole Number…
Schedule Board health check and possible fixes
These options are only available with these versions or later MicrosoftDynamicsScheduling – Universal Resource Scheduling 3.4.0.141 Microsoft Dynamics 365 Version 1710 (9.1.0.2435) online Checking the health of your schedule board The URS solution should now include a new web resource…
Bulk update user work hours for the Schedule Board
If you have lots of users which need their work hours added into CRM, it can take a long time to manually set up each user through the user interface. Below is the code to update user’s work hours in…
Field Service – Another Booking Rule example
Below is another example of a Booking Rule as well as an interesting find. This new Booking rule fetches the Characteristics from both the Resource and the Work Order and compares them to see if the Resource is valid to…
Field Service – Booking Rule example
In this article I will go into detail of creating a Booking Rule and will also show an example of one. Below is a working piece of source code which when a Resource Requirement is placed on the Schedule Board,…
Exception has been thrown by the target of an invocation.( – Priorities)
Recently we had an issue where every time we would open up the Schedule Board an error message would appear: Exception has been thrown by the target of an invocation.( – Priorities) We realised that there was a Priority with…
Field Service – Booking Alerts
In FieldOne Sky and Field Service you can create Booking Alerts which get displayed on the Schedule Board. First of all you go to the Schedule Board and click on the Actions tab and in the drop down list click…