Add Detail to the Schedule Board in Dynamics 365 Field Service

Recently one of our experts developed a brilliant process to add more detail to the Schedule Board in Dynamics 365 Field Service. Overall, this will provide more visibility to dispatchers and resources that are viewing the Schedule Board daily. Just a few simple steps by an admin user can add important details to the scheduled work orders.

By default, the hourly view of the schedule shows very little detail for each work order. There is only the resource name/number and “Work Order” displayed during the scheduled time.

Dispatchers and resources would originally have to drill deeper to find key information such as the account associated with the work order, or the projects scheduled to be completed. To secure this improved visibility and ease of use for the hourly view, a System Administrator must follow these simple steps:

Step 1: Turn off the New Schedule Board toggle to be able to edit it.

Step 2: Go to Tab Settings – Initial Public View > Work Order

Step 3: Add this custom script in the Booking Template field

<div style=”line-height: 11px !important; width: 99%; overflow: hidden; display: block; text-overflow: ellipsis;”>
WO:
<B>{msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_name}</B><br/>
WO Summary: <b>{msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_workordersummary}</b><br/>
Account: <b>{msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_account_msdyn_workorder_ServiceAccount.name}</b><br/>
</div>

Step 4: Go back and see the changes to the Schedule Board

Please Note:

This change affects the Hourly View on the Scheduling Board.

Administrative Users can customize which fields are displayed on the Work Order when looking at the Schedule Board by changing certain parts of the code shown in bold below.

<div style=”line-height: 11px !important; width: 99%; overflow: hidden; display: block; text-overflow: ellipsis;”>
WO:
<B>{msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_name}</B><br/>
WO Summary: <b>{msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_workordersummary}</b><br/>
Account: <b>{msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_account_msdyn_workorder_ServiceAccount.name}</b><br/>
</div>

If there are any issues inputting or customizing this code, please feel free to reach out at https://bondconsultingservices.com/ to chat with one of our experts. BCS is always happy to work with you to find the appropriate solution!