Configure Dynamics Field Service Schedule Board



I have been working on the Resource Scheduling Board in Dynamics Field Service and below is what I have learned during my implementation. The Dynamics 365 for Field Service schedule board provides an overview of resource availability and bookings you can make. The details of how to configure the board is found here so I won't go to usual stuff. The key learnings I had are:

  1. The Resource Scheduling Board provides a view (and you can add your views) to see your resources. This view uses "Resource Requirements", "Bookable Resource Booking" and "Bookable Resources" views to display information in form of tooltips and resource information. i.e. if you would like to change the information on tooltips, you will need to modify the views used in the board.
     
  2. The schedule board by default shows only the Available Resources. In my case, we had to show all resources despite their availability. You can show resources on the schedule board irrespective of their availability using Allow Override = True flag on the Resource Constraint Query xml. You can read more here.
     
  3. The board allows you to add additional columns to your Grid views of board and sort manually but this grid is not very flexible. For example, you cannot change the sorting order of the view by configuration. As of now, there are three configurable sorting orders, By Name, By AvailableTime and By Proficiency Score provided in the scheduling board. You can read the details of these sorting orders here.
     
  4. The Distance and Duration of resources on the schedule board are not consistent with Bing Map and Google Maps. When I contact Microsoft support, and by use of Fiddler I learned that the API used by the platform is based on Virtual Earth APIs and the platform just presents the output. I could not find any information on how the Virtual Earth API calculates the distance and duration and It is difficult to convince users to use the schedule board when they compare the distance and duration with Bing Map and Google Map. The only solution to this to override "msdyn_RetrieveDistance" action and in this plugin call Bing Map API or Google Map API. Once you call the Bing Map or Google Map API in the code, you will get set of pairs of Duration and Distance which you can use in your board. You will see more information here. If you want to know which plugin steps to be used, read this page. Sample code is here.
     
  5. If you wish to sort your resources by any other column, you must implement your own sorting on the server side. I overrode the "msdyn_RetrieveDistance" action to sort the resources on the schedule board. The "msdyn_RetrieveDistance" takes two Input parameters of Source and Target (which means to identify a matrix of resources to work between a source and a target) and it two Output parameters. One of the Output parameter stores a list of resources which will be displayed on the board. The other Output parameter is Exception Message. In my case, I had to sort items in the Output parameter to achieve my objective. If you like to store by any other column, you will need to identify the action in which that column is created and added to the list and sort your resources based on that column. More information about the action is here.
     

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