Margot Behaeghe Itineris

Margot Behaeghe

Joined: 6/15/2022

  • Make depending filters possible on the schedule board filter

    Fri, 19 Aug 2022 14:32:10 GMT – Dynamics 365 Field Service – New 

    We have territories and subterritories. A territory could be like the province/county while the subterritory could be the city that is linked to the province/county. In the schedule board we need to have an overview of the planning on the territory level and when specifically scheduling on city level it should be possible to also filter on the subterritory level. This would mean that we have one filter "territory" and a second filter "subterritory" BUT the dropdown of the subterritory (second filter) should be limited to the subterritories linked to the territory (first filter). Otherwise, you can select a subterritory that is not even part of the territory. There is no way to make filter depending at the moment.

  • Nightshift calendars visulize the schedule board from 8:00 until 17:00

    Mon, 22 Aug 2022 13:38:11 GMT – Dynamics 365 Field Service – New 

    It should be possible to show only the schedule board from 8:00 until 17:00 for planners that specifically do the planning for night shifts. When I now try to configure this the system says it is not possible because the start date should be bigger than the end date.

  • Adjust default booking method

    Mon, 05 Sep 2022 11:11:57 GMT – Dynamics 365 Field Service – New 

    By default the booking method is set to "Front load hours" but it should be possible to define what the default booking method is via a parameter. Reason is that some of our customers will always use the booking method "Remaining capacity". In this case they will always need to adjust this manually when booking the requirement.

  • Visualize if a crew is complete, underassigned or overassigned by a custom rule showing an icon

    Fri, 28 Oct 2022 16:19:59 GMT – Dynamics 365 Field Service – New 

    Visualize an icon in the corner of the cell in the daily schedule board when a custom rule is met or not


    Currently it is possible to customize the colors of a cell in the daily scheduling board based on the fact if a resource is overbooked, partially booked, etc. But it is also needed to show information here based on a color or symbol when no bookings have been done. This way it possible to create one overview where everything can be visualized.


    Example: Visualize if the recommended crew size is met for the crews shown on the schedule board on a daily base. All our customers work with crews, they adjust the crew composition, and they need to see in one overview if the crew size is complete, underassigned or overassigned.