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

How to hide Initial public view from schedule board in D365 Field services

As you would know in D365 field services schedule board, we can configure multiple boards and configure different filters or one scenario which is very common is having a board for each Organization unit/Territory.

We have a request from customer that they want to hide the Default Initial Public view from the board. There’s an easy way to configure this in D365.

Go to Advanced find and search for “Schedule board Settings entity”:

Find the record with Tab Name: “Initial public view” and change the Share Type to System instead of Everyone.

This is going to hide the tab from the schedule board.

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