26 Jun’17

D365 Field ServiceSharing Schedule Board in D365 Field Service

Introduction:

This blog explains options available for sharing of Schedule Board in D365 Field Services

Pre-requisite:

Latest Field Service Solution of D365.

Procedure:

  1. Open Schedule Board, Field Service -> Schedule Board.
  2. Open a specific Tab Setting on Schedule Board for e.g. Facility as highlighted below.
  3. Click on field “Shared With” dropdown.
  4. Schedule Board can be shared with below 3 options
    • Everyone – Schedule Board is shared with all Users.
    • Just Me – Schedule Board is shared with Login User Only.
    • Specific People – Schedule Board is shared with Specific People.

Steps to Share Schedule Board with Specific People:

  1. Select “Specific People” option in Shared With field of Tab Setting on Schedule Board.
  2. Open “Schedule Board Settings” entity records from Advanced Find.
  3. Open Schedule Board of Specific People record from the results.
  4. Click on “Share” button in ribbon.
  5. Add new User by Clicking on “Add User/Team” option and provide privileges as per need.

Conclusion:

This blog explains the options to share Schedule Board and, also how a Schedule Board can be shared with specific Users only.

 

Written by

Shailesh Wath

ERP Consultant

Leave a Reply

Your email address will not be published. Required fields are marked *

Time limit is exhausted. Please reload the CAPTCHA.

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Reading more then 10K records in D3FOE OData API

    11 July’ 2018

    Introduction: We all know Dynamics 365 Finance and Operations has limitation of 10K records to be fetched at a time usi...

    Read more
  • Paging in D365 Customer Engagement v9.0

    10 July’ 2018

    Introduction: The Xrm.retrieveMultipleRecords method is used to retrieve a collection of records in Dynamics 365 Custom...

    Read more
  • Set up Dynamics 365 connection in Microsoft Social Engagement

    10 July’ 2018

    Introduction: This blog explains how to Set up Dynamics 365 connection in Microsoft Social Engagement. Steps to be follo...

    Read more
  • Voice of the Customer failed to install

    10 July’ 2018

    Introduction: Many people face issues in installing Voice of Customer solution on v9 environment and trying repeatedly ...

    Read more
  • Scribe Insight AX as a Web Service Find Block issue

    10 July’ 2018

    Introduction: If we need to look up for any value from AX then we do it by using a Find Block in Scribe Insight Eg: Basi...

    Read more