Introduction: Let’s look on a high-level of what Project Closure has impact on the Bookings on the Schedule Board. Now, while working in D365 PSA, I encountered that I needed to mark a Project as Completed even when I had some bookings in the future. This led me to notice its effect on the Bookings (Bookable Resource Bookings records) I’ve created which also span a little into the future. Project Booking for a Resource: Now, let’s see the below scenario, Brian is booked on Archer Pens Project according to the following 13 and 5 hours (8 hours) on 9th July 2018 10 hours on Monday, 10th July 2018 10 hours on Tuesday, 11th July 2018 5 hours on 12th July 2018 9th July 2018- 10th July 2018- 11th July 2018- 12th July 2018- Now, if I mark the Project as completed today i.e. 10th July 2018 and the End Date being tomorrow i.e. 11thJuly 2018. Let’s see what happens – I marked the Project as Completed (went past the Complete stage in the Business Process Flow) as seen below – Deletion of Bookings: Once I mark the Project as Completed, the Bookings for today, 10th July and all the future Bookings will be deleted. Only historic Bookings before today will remain in the system. If I check back, 10th July will have no Bookings 11th July will have no Bookings And 12th July too will have no Bookings anymore What remains is only for 9th July because it is before the date I closed the Project Note: I also tried to observe if today’s bookings have any end time before I actually Closed the Project. Meaning, a booking ending at 10 am and I Close the Project later at 12pm, it would still delete today’s Booking for the day. So, close Projects carefully if you feel you need to close them in advance, just in case.

In order to help your organization manage complex service management track assets and inventory, identify and dispatch resources, and manage service order Microsoft has given D365 field service which is an end to end solution that turns out to be an integral part of your day to day business. It provides customers with proactive updates and self service portals that helps is tracking of technicians hence giving customers a smooth and positive experience at every step. Detecting troubleshooting and resolving issues has been made possible through Dynamic 365 field service due to which a technician is dispatched only when it is necessary. A real time guidance is provided in order to build customer trust and improve resolution time which empowers technicians with a 360 degree view of the customers. Introduction: Sometimes, stock Schedule Board doesn’t quite do justice by default to your bookings and how Dispatchers see this information today. Out-of-the-box information on a Bookable Resource Booking looks like this – What if you want to modify this information and show what’s relevant to Dispatchers? Modifying the Schedule Board: You can modify the details of what you need to see on the booking by modifying/configuring some details as shown below: First, this is how the default Booking Template looks like – Double-click on the board you want to make changes to (Or, navigate to Tab Settings). As in picture 1 above, double-click on Initial Public View to open the Tab Settings area, then look for Schedule Types section and look for Work Order / Project entity (depending on which entity’s Bookings you want to effect.) In the Booking Template section, write this sample code which will show different information other than what comes out-of-the-box. Sample Code: Customer:{msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_account_msdyn_workorder_ServiceAccount.name} WO Name: {msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_name} Type: {msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_workordertype} 5. Once finished, click Apply. The Schedule Board will refresh and you’ll see the updated information as shown below: And very simple, you’ve modified the Booking Template without much hassle or complex coding.