Dynamics 365
Power Platform
Dynamics
Cloud & Productivity
Explore three key methods for assigning work orders in Dynamics 365 Field Service: the schedule board, direct scheduling from the work order, and the “book” button. Firstly, the schedule board offers a user-friendly, drag-and-drop interface with advanced filters based on skills, certifications, and availability, ideal for dispatchers needing visual oversight. Secondly, scheduling directly from the work order uses intelligent filtering to recommend the most appropriate resources. Lastly, the “book” button provides a more traditional method for assigning both personnel and equipment. We’ll take you through each of these flexible options to optimize scheduling, improve resource utilization, and increase field service efficiency across varying operational models.
In this video you’ll learn how to:
Use the drag-and-drop schedule board for visual planning and resource filtering by skill
Schedule directly from work orders using smart filtering for best-fit resource suggestions
Use the “book” button supports traditional scheduling of staff and equipment for work orders
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