Field Service Schedule Bock Editing – Fall Release

Microsoft Dynamics 365 Field Service

It is often necessary to change which fields are displayed on the schedule board block. Here are the simple steps to achieve this in the Fall 2016 release of Field Service, which introduced a changed process. This can be applied to each schedule tab individually.

1. Double click the schedule tab required

2. Open the schedule types tab, and select the schedule type required

3. Scroll down to the “Booking Template” field

4. Enter the HTML code to define the fields to display in the schedule block.

• Enter the fields required in curly brackets
• Enter labels with required tags, e.g. <b><u>
• Fields from the scheduled entity (e.g. bookable resource booking) can be entered directly, e.g. {start time}
• To specify fields from a parent entity, include the name of the relationship to the parent entity from the scheduled entity, in the case the bookable resource booking.

Example:

<div
{starttime} <br/>
{msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_postalcode}<br/>
{msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_city}<br/>
{msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_workordertype}<br/> <br/>
</div>