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Hi Team,


Please check the idea from our valuable customer below:


Problem Statement

Customers need the ability to view configured booking tooltip fields when hovering over bookings in Daily/Weekly/Monthly views. Today, the “Booking tooltips view” setting is documented and implemented to affect Hourly view only. In interday views, tooltips are either limited to a fixed template or behave inconsistently depending on the schedule board tab implementation (for example, legacy/older behavior vs the New Schedule Board). This creates operational disruption for customers who relied on tooltip-driven workflows for years and now see the behavior removed or inconsistent after newer schedule board updates aligned to current design.

 

Current Behavior (As‑Is)

1) “Booking tooltips view” impacts Hourly view only (by design / per documentation).

2) In Daily/Weekly/Monthly (interday) views, tooltips may:

  - Not reflect the configured tooltip view, or

  - Show only a minimal fixed set of fields, or

  - Behave inconsistently across schedule board tabs/environments depending on underlying implementation.

 

Business Impact (Why this matters)

Dispatchers/schedulers depend on hover tooltips to quickly validate booking/work order details without opening each record. When interday tooltips don’t show configured data, schedulers must manually open records, reducing productivity and delaying scheduling decisions. This gap contributes to customer dissatisfaction when a previously relied-on workflow no longer behaves consistently.

 

Requested Enhancement (To‑Be)

Provide a supported, configurable, and consistent way to display Booking Tooltip information in Interday views (Daily/Weekly/Monthly) on the New Schedule Board, while ensuring tooltip content remains accurate and safe when bookings are aggregated.

 

Goals

1) Allow customers to see meaningful booking details on hover in Daily/Weekly/Monthly views without opening each record.

2) Ensure tooltip content is accurate, especially when the hover target represents multiple underlying bookings (aggregates).

3) Provide a supported configuration so customers are not relying on legacy/unsupported behavior.

 

Success Metrics 

- Reduced need to open booking/work order forms during dispatching (fewer clicks and record opens).

- Improved hover latency and stability (no crashes, consistent tooltip rendering).

- Reduced support escalations related to tooltip inconsistency across schedule board tabs.

- Higher customer satisfaction with interday scheduling workflows.

Category: Field Service
STATUS DETAILS
New

Comments

O

Greate idea! Please see this and improve the product @microsoft!

Category: Field Service

O

Wonderful Idea, wanted to see the upcoming feature in the future of Dataverse needed.

Category: Field Service

O

this idea to Field Service is actually very good! We need this

Category: Field Service