Dynamics 365 Field Services, Microsoft CRM Dynamics, Microsoft Dynamics 365 Field Service, Microsoft Dynamics CRM

How to show Crew on the schedule board in Dynamics 365 Field Services

If you have configured Crews in Field Services and trying to figure out why they aren’t showing on the Schedule board then you are in the right place.

The schedule board has few default filters and the default filter settings don’t have Crews configured to be shown on the board.

Let’s open the Filter settings in the board settings. Here is what the default settings look like:

1.JPG

Let’s open the Filter layout and scroll down to see the section which lists various resource type ids that should be displayed on the board:

 

2.JPG

Now, if we want to add Crew to this list, we need to add another item with value 6 in this list. Here’s how the config looks after the change:

3.JPG

 

Save the config and give it a name and apply. You should now see Crews in the Resource type in the filter pane:

 

4.JPG

 

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