Using Azure Service Bus Queue to simplify Dataverse Concurrency
Have you ever faced a challenge where you needed to process bulk data that would update a single record? For example, you processed receipts for a single customer, and the program failed to update the correct data because the processing happened at almost the same time (concurrency issues). To simplify this process, we will learn … Continue reading "Using Azure Service Bus Queue to simplify Dataverse Concurrency"
Published on: 9 minutes ago
Outlook’s New Summarize Option for Email Attachments
Among the blizzard of Copilot changes is one where Outlook can summarize attachments. That sounds small, but the feature is pretty useful if you receive lots of messages with “classic” (file) attachments. Being able to see a quick summary of long documents is a real time saver, and it’s an example of a small change that helps users exploit AI. Naturally, it doesn’t work with Outlook classic.
Published on: 2 hours ago
SQL LIKE Operator & Wildcards | Pattern Matching in SQL Made Easy | SQL For Beginners | Ep 13
https://www.youtube.com/watch?v=MH7w8nH1SXw
Published on: 3 hours ago
[Resolved] Quick Find View is not Working or Loading in Dataverse Model Driven APP
When you work with Dataverse Data Modelling for tables, you sometimes edit Quick Find View but you will not see the Quick Find View when you search. Follow the below steps to resolve. Step -1 : Enable Setting navigate to Power Platform Admin Center of the selected environment and select the environment then go to…
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Published on: 4 hours ago
Dynamics 365 Field Service : Configure the integrated map feature
In the world of field operations, location intelligence is key. The integrated map feature in Dynamics 365 Field Service enables dispatchers, service managers, and field technicians to visualize work orders, resources, and routes on a map. This not only enhances scheduling efficiency but also improves on-time delivery, reduces travel costs, and boosts customer satisfaction.
This blog will walk you through:
- Why the map feature matters
- The components involved
- How to configure it step-by-step
- Key settings to optimize
- Common use cases
Why Use the Integrated Map?
Field service operations are geographically distributed. By enabling the map feature, your organization can:
- Visualize work orders and resources
- Optimize technician routes
- Detect and solve geographical bottlenecks
- Perform geo-fencing and proximity-based assignment
- Improve dispatcher decision-making
Components of the Map Integration
To make the map feature work seamlessly, a few key components are involved:
1. Bing Maps Integration
Dynamics 365 Field Service uses Bing Maps API for geocoding and route calculation. You’ll need a Bing Maps Key (provided by Microsoft Azure) for map rendering.
2. Bookable Resource Locations
Each technician (bookable resource) should have a latitude and longitude value associated with their profile.
3. Work Orders with Address Data
Work orders must have valid address information (including country, city, postal code, etc.) to be plotted on the map.
4. Resource Scheduling Optimization (RSO) (Optional but Recommended)
This AI-based service automatically schedules the nearest and most optimal resource for a job using geospatial intelligence.
Step-by-Step Configuration Guide
Step 1: Acquire a Bing Maps API Key
1. Go to the [Azure Portal](https://portal.azure.com).
2. Search for "Bing Maps" and create a new Bing Maps Account.
3. Generate your Bing Maps API Key.
4. Copy the key for future use.
Step 2: Set Up Bing Maps in Dynamics 365
1. Open Power Platform Admin Center.
2. Navigate to Environments > \[Your Environment] > Settings > Product > Features.
3. Scroll down to Map and Address Suggestions.
4. Paste your Bing Maps Key in the provided field.
5. Save and refresh the environment.
Step 3: Enable Latitude/Longitude Capture
1. Go to Field Service > Settings > Field Service Settings.
2. Enable the Auto Geo Code Addresses option.
3. Ensure that your address fields are correctly mapped to geolocation fields (Latitude, Longitude).
Step 4: Validate Bookable Resources
1. Go to Field Service > Resources.
2. Open each resource record and ensure a primary address is present.
3. If available, manually add latitude and longitude or use the auto-geo code feature.
Step 5: Validate Work Order Locations
1. Navigate to Field Service > Work Orders.
2. Open a work order and ensure the Service Address is valid.
3. Check if latitude and longitude are automatically populated.
Step 6: Configure the Schedule Board
1. Open the Schedule Board in Field Service.
2. Click on the Map View.
3. Use filters to show resources and work orders on the map.
4. Drag and drop work orders to the closest available resource.
Use Case Scenarios
Route Optimization
Dispatchers can minimize travel time by assigning the nearest technician using the map view.
Territory Management
Field teams can be assigned and scheduled based on regions, improving coverage and ownership.
Proximity Booking
When an urgent case is raised, the map helps find the closest available technician.
Testing & Validation Tips
- Test with dummy work orders having different addresses to verify mapping.
- Ensure all addresses are in standardized formats for consistent geocoding.
- Use browser tools (F12 in Chrome) to monitor any map-related API errors.
Final Thoughts
The Integrated Map Feature in Dynamics 365 Field Service is a powerful tool that transforms traditional scheduling into a smart, location-aware operation. By following the above steps, you can unlock visibility, efficiency, and productivity in your field service management process.
https://powerappbuilder.blogspot.com/2025/06/dynamics-365-field-service-configure_23.html
Published on: 6 hours ago
Dynamics 365 Business Central: How to note the records that the user has selected on the Subpage/Lines (Page.SetSelectionFilter in part)
Hi, Readers.Today I would like to share another mini tip about Business Central, how to note the records that the user has selected on the Subpage/Lines (Page.SetSelectionFilter in part) Page.SetSelectionFilter(var Record) is a very commonly used method, which can get the value currently selected by the user. Page.SetSelectionFilter(var Record): Notes the records that the user […]
Published on: 7 hours ago
Steve Smith: Software Architecture - Episode 355
Steven Smith, also known in the developer community as Ardalis, is an entrepreneur, author, and software architect with a deep passion for building effective, maintainable software. Through his company, NimblePros, Steve helps organizations — ranging from household names like Microsoft and Quicken Loans to growing teams across industries — maximize their development potential. His clients frequently describe him as a “force multiplier,” amplifying the productivity and impact of the teams he supports. Steve has been recognized as a Microsoft MVP for over two decades and continues to lead through education and mentorship. He’s published numerous courses on Pluralsight and Dometrain, focusing on topics like domain-driven design, software architecture, and design patterns. He also empowers developers through his mentorship platform, DevBetter.com, helping the next generation of professionals grow their careers with intention and clarity. Topics of Discussion: [2:28] What keeps Steve excited about computer programming and software architecture? [4:42] What is software architecture? [6:18] The importance of understanding the logical components of a software system and how they interact. [7:06] Artifacts for architecture decisions. [8:52] How lightweight documentation and diagrams, like those in the C4 Model, can clarify system design without overburdening the team. [10:53] The modern architecture books that have caught Steve’s eye. [12:57] The KISS principle and keeping software architecture simple. [19:38] Clean architecture and domain-driven design principles. [22:52] Managing out-of-process dependencies and service integrations. [26:07] Adapter pattern and interface abstractions. [28:33] Decorator pattern for adding functionality. [33:14] Pipeline Architecture. [40:35] What Steve thinks the future holds for AI-driven development, what he uses it for, and the challenges of AI currently. Mentioned in this Episode: Clear Measure Way Architect Forum Software Engineer Forum Programming with Palermo — New Video Podcast! Email us at [email protected]. Clear Measure, Inc. (Sponsor) “Steve Smith: .NET 8 and Architecture” - Episode 276 NimblePros Architect Modern Web Applications with ASP.NET Core and Azure C4 Model “Simon Brown on Architecture for Developers - Episode 96” Fundamentals of Software Architecture, by Mark Richards & Neal Ford, summarized as a platform-agnostic, principle-driven guide .NET Rocks! “Architecture vs. Code with Steve Smith” .NET Rocks! “Vertical Slice Architecture with Jeremy Miller” GoF Adapter pattern .NET API interface estimate Decorator pattern Bus vs. Pipeline patternsBus Vs. Pipeline patterns Want to Learn More? Visit AzureDevOps.Show for show notes and additional episodes.
https://open.spotify.com/episode/4XmoTxEjhMezR0ovamWpqV
Published on: 9 hours ago
Copilot Studio: Detect Multiple Entity Types In A Question
In Copilot Studio you can detect multiple entity types (name, email, etc.) in a question ...
The post Copilot Studio: Detect Multiple Entity Types In A Question appeared first on Matthew Devaney.
https://www.matthewdevaney.com/copilot-studio-detect-multiple-entity-types-in-a-question/
Published on: 11 hours ago
Power BI Copilot AI Instructions: Helping Users Understand The Scope Of The Data
Continuing my series of posts on Power BI Copilot and the type of things you should be including in AI Instructions, today I want to talk about helping the end user understand the scope of the data: what data your model does contain, what data it could contain but doesn’t, and what data it could … Continue reading Power BI Copilot AI Instructions: Helping Users Understand The Scope Of The Data
Published on: 16 hours ago
Low Code's Future? A2A, MCP, CUA (What the future may hold)
https://www.youtube.com/watch?v=po3hp-WKCKQ
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Get Started with Responsive Canvas App 🔥 | Complete Beginner Tutorial– EP01
https://www.youtube.com/watch?v=yjPMwrEs8xI
Published on: 21 hours ago
Why Plugin Depth Matters in Dynamics CRM
Plugin development in Dynamics CRM is one of the most advanced and intricate components, requiring deep expertise in the platform's event pipeline and a solid architectural design. Poorly designed plugins can introduce significant performance bottlenecks. A key consideration is plugin depth, which indicates the number of nested executions within a single transaction. Uncontrolled plugin depth can lead to recursive loops, increased processing time, and system instability—making its management essential in enterprise-grade solutions.
What Is Plugin Depth?
Plugin depth is an integer value that represents the level of recursive execution or chaining of plugins. It is used internally to prevent infinite loops or overly complex recursive plugin calls.
You can access the current plugin’s depth using:
context.Depth
Why Depth Matters
Microsoft places a limit on plugin depth to avoid performance issues and infinite recursion.
- The default maximum depth is 8.
- If the plugin execution depth exceeds this limit, the system throws an exception:
System.InvalidOperationException: Infinite loop detected in plugin execution. Depth > 8
Can Depth Be Negative?
- No, plugin depth in Dataverse cannot be negative.
- The depth is always a positive integer (starting from 1) and increases with each subsequent internal call that causes a new plugin execution.
- Poor plugin design (circular or overly dependent logic)
- Excessive nested writes (e.g., plugin A updates entity B, triggering plugin C…)
- Lack of separation between business rules and logic layers
- More processing time = slower form loads, saves, and operations.
- Can easily breach the 2-minute timeout for plugins.
- Plugin A updates a record that triggers Plugin A again = loop = crash.
- Dynamics throws an error if the depth goes beyond 8:
"The plug-in execution has exceeded the maximum depth allowed of 8."
- Difficult to trace who triggered what.
- Hard to maintain or test.
if (context.Depth > 1){// Skip execution or handle accordinglyreturn;}
- Use Pre-Validation for validation and early exits.
- Use Pre-Operation to modify data before commit.
- Use Post-Operation (Async) for non-blocking external API calls or long logic.
if (!target.Contains("fieldName")) return;
- Plugin A publishes a message
- Azure Function processes it independently
- No nested plugin depth involved
- Is this logic better handled in a workflow, Power Automate, or custom action?
- Can the logic be moved to a single place to reduce duplication?
- Use Pre-Validation for early validation checks that can halt execution.
- Use Pre-Operation to modify data before it’s committed.
- This keeps processing efficient and avoids unnecessary operations.
Build smart. Think ahead. Design with depth in mind.
https://powerappbuilder.blogspot.com/2025/06/why-plugin-depth-matters-in-dynamics-crm.html
Published on: 1 day ago
Exploring AI Perspectives: Optimists, Deniers, and the Angry Camp
https://www.youtube.com/watch?v=FgLmZwjicZA
Published on: 1 day ago
On-Demand Translation in Dynamics 365 CRM | Powered by Azure Translator
https://www.youtube.com/watch?v=N5hteVozyuw
Published on: 1 day ago
Microsoft 365 Copilot Services Outsourcing: Smartest Move for Business Growth!
In an era where AI is reshaping how businesses operate, the race to adopt the latest technologies is intensifying. One of the most exciting developments in this space is Microsoft’s Copilot ecosystem, from Copilot Studio to Copilot Agents and now deeply integrated across Dynamics 365 and Power Platform. But here’s the challenge Building and embedding… Read More »
The post Microsoft 365 Copilot Services Outsourcing: Smartest Move for Business Growth! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.
Published on: 2 days ago
Dynamics 365 Field Service : Customize a schedule board
The Schedule Board in Microsoft Dynamics 365 Field Service is a powerful tool that provides dispatchers and field service managers a visual interface to assign and manage work orders efficiently. However, every business operates differently, and the default configuration might not suit every organization’s needs.
In this blog, we’ll walk you through how to customize the schedule board to align with your operational workflows, improve usability, and enhance field technician productivity.
What is the Schedule Board?
The Schedule Board is a dispatching interface used to manage bookings for resources (usually field technicians) in real time. It enables dispatchers to:
- View available and booked resources
- Drag and drop work orders to assign them
- See location data for resources and jobs (map view)
- Track job statuses visually
- Monitor travel time and availability
By default, the board shows:
- Resources on the left
- Time-based booking slots in the center
- Map and details pane on the right
But with customization, you can make it work your way.
Why Customize the Schedule Board?
Every organization may have different dispatching needs. Customization helps:
- Improve dispatcher efficiency
- Show only relevant work orders or technicians
- Prioritize high-value jobs visually
- Integrate with custom business logic (e.g., KPIs or alerts)
Types of Customizations
Here’s a breakdown of the main customization areas:
1. Schedule Board Tabs
Tabs let you create different views of the board for different teams, regions, or work types.
Use Case: Create separate tabs for North and South regions, or one for Installations and another for Repairs.
How to customize:
- Go to Resource Scheduling > Settings > Schedule Board Settings
- Click + New to create a new tab
- Filter resources or bookings using query builders
- Set default map locations or working hours
2. Resource Cell Customization
Customize what information is shown next to each technician/resource.
Use Case: Show certifications, territory, or custom KPIs next to the technician name.
How to customize:
- Open the Schedule Board tab
- Select Settings > Resource Cell Template
- Use Liquid or JavaScript to define what data to display
3. Booking Template Customization
Modify how bookings (colored blocks) appear on the board.
Use Case: Change the color of bookings based on work order priority or SLA.
How to customize:
- Navigate to Booking Template
- Edit the HTML/CSS template for booking display
- You can use custom logic or calculated fields for color coding
4. Map Customization
Adjust what is displayed in the map view (technician location, work orders, traffic, etc.).
Use Case: Show only high-priority bookings on the map.
How to customize:
- Use map filters in the Schedule Board tab settings
- Toggle options like traffic overlay or resource icons
5. Filter Panel Customization
Add filters for dispatchers to quickly narrow down the list of resources or bookings.
Use Case: Add a filter for skill sets or territories.
How to customize:
- Open the tab and select Settings > Filter Layout
- Use FetchXML to define custom filters
6. Custom JavaScript Extensions
- Inject custom behavior into the schedule board (advanced use).
- Use Case: Trigger alerts when high-priority bookings are overdue.
How to customize:
- Use the OnRecordSelect or OnBookingChanged JavaScript hooks
- Extend the Schedule Board via the Schedule Board Extensibility SDK
Real-Life Example: Customizing for Emergency Dispatch
Scenario: A company offers 24/7 emergency HVAC repair services. Dispatchers need to:
- Instantly spot unassigned emergency work orders
- View technician overtime availability
- Prioritize high-SLA jobs
Customization Steps:
1. Create a new tab: "Emergency Dispatch"
2. Filter work orders where `Priority = High` and `Status = Open`
3. Customize booking templates to show SLA countdown
4. Color-code bookings: red for overdue, yellow for 1 hour left
5. Add a filter panel: SLA Time Remaining, Region
6. Add a JavaScript extension: pop-up alert if a job is unassigned past 10 mins
Final Thoughts
Customizing the Dynamics 365 Field Service Schedule Board transforms it from a generic tool to a tailored dispatching solution. Whether it's through filtering, visual cues, map settings, or advanced scripting, each tweak helps improve productivity and decision-making.
https://powerappbuilder.blogspot.com/2025/06/dynamics-365-field-service-customize.html
Published on: 2 days ago
Convert PowerShell Script to EXE in Windows
https://www.youtube.com/watch?v=cJ9WOzPywAI
Published on: 2 days ago
Dynamics 365 Field Service : Configure the Requirements panel
In Dynamics 365 Field Service, Requirement records represent the work that needs to be done—such as a maintenance task, installation, or inspection. These requirements are often associated with Work Orders and are visualized in the Schedule Board.
The Requirements Panel in the Schedule Board is a powerful UI feature that allows dispatchers to view, filter, and interact with these unscheduled work requirements. By configuring the Requirements Panel, organizations can tailor the dispatcher experience and make their scheduling process more efficient.
Let’s dive into how to configure the Requirements Panel in Dynamics 365 Field Service and tailor it to suit your dispatching needs.
What Is the Requirements Panel?
The Requirements Panel is a sidebar on the Schedule Board that displays unscheduled Resource Requirements. It includes:
- Filters (Territory, Time range, etc.)
- Requirement cards (summarized info)
- Search options
- Drag-and-drop to assign to resources
By customizing this panel, you improve:
- Dispatcher efficiency
- Work visibility
- Resource utilization
How to Configure the Requirements Panel
Step 1: Navigate to the Schedule Board
1. Go to Field Service > Schedule Board.
2. Select the Schedule Board Tab you want to configure.
3. Click on the ellipsis (…) > Settings to open board settings.
Step 2: Configure the Requirements Tab
Inside the board settings, locate the "Requirements Tab" configuration. Here you’ll find several customization options:
Requirement Views
- You can define which view of the Requirement entity to use.
- Example: “Open Requirements This Week”
- You can create a custom system view in the Advanced Find or Power Apps Maker and use it here.
Filters Configuration
Enable or disable filters like:
- Territory
- Organizational Unit
- Priority
- Date range
These filters help narrow down the list based on dispatcher focus.
Requirement Card Configuration
You can customize the fields that show up on each requirement card, such as:
- Customer name
- Requirement type
- Service task
- Status
- Priority
This is done via Requirement Card Templates or via JavaScript customization (for advanced users).
Step 3: Advanced Configuration with Custom Views or Fields
Want to go further?
You can:
- Add custom fields to the Requirement entity
- Add those fields to the system views
- Use those fields as part of card or filter display
For example, if you add a field like “Requires Special Equipment”, you can create a view to only show such requirements and display this field on the card.
Best Practices
Here are some best practices for configuring the Requirements Panel:
Keep it Clean
- Don’t overload the cards or filters. Use only fields that help with dispatching decisions.
Use Business-Centric Views
- Create views that align with your business logic—e.g., "High Priority Unscheduled Requests".
Group by Territory or Skills
- Use filters like Territory or Skill requirement to assign the right technician quickly.
Test with Dispatchers
- Always test changes with end users to make sure the panel supports their daily workflow.
Real-World Example
Imagine a national HVAC repair company using Dynamics 365 Field Service:
- They configure the Requirements Panel to only show emergency repair jobs for the current week.
- Cards show the customer name, issue type, and priority.
- Dispatchers filter by region (Territory) and technician skillset.
- Using drag-and-drop, they assign work to technicians directly from the panel.
This setup saves hours of manual planning and improves service delivery speed.
https://powerappbuilder.blogspot.com/2025/06/dynamics-365-field-service-configure_97.html
Published on: 2 days ago
Learning Path : Create agents in Microsoft Copilot Studio
If you’re a beginner in Microsoft Copolit Studio (MCS), Did you know that there is a learning path available : Create agents in Microsoft Copilot Studio Where you can learn how to create custom agents in Copilot Studio and practice your skills with a guided project. You can also take the MCS Assessment Test to […]
https://rajeevpentyala.com/2025/06/21/learning-path-create-agents-in-microsoft-copilot-studio/
Published on: 2 days ago
Dynamics 365 Field Service : Configure and manage schedule boards, including customizing views
In the world of field service management, scheduling is everything. You need the right technician, at the right time, with the right tools and skills — delivered efficiently to meet customer expectations. That’s where the Schedule Board in Dynamics 365 Field Service comes in.
This powerful visual tool allows dispatchers and schedulers to view, manage, and optimize technician schedules, bookings, and resources in real-time. But beyond its out-of-the-box capabilities, the Schedule Board can be deeply customized to match your organization’s workflows and preferences.
In this post, we’ll explore:
- What the Schedule Board is
- How to configure it
- How to manage resources and bookings
- Customization options for different views
What Is the Schedule Board?
The Schedule Board is a core component of Resource Scheduling in Dynamics 365 Field Service. It's a drag-and-drop, map-enabled, timeline-based interface that provides a consolidated view of:
- Resources (technicians, vehicles, equipment)
- Bookings (work orders, cases, custom entities)
- Resource availability
- Travel time and route optimization
The Schedule Board helps dispatchers allocate the right field resources to work orders quickly and efficiently.
How to Configure the Schedule Board
1. Access the Schedule Board
- Go to:
- Field Service > Schedule Board
You’ll see a default view of resources grouped by territory or organizational unit.
2. Understand the Layout
- Left Panel: List of available resources
- Top Timeline: Bookings across time slots
- Map Panel (optional): Route and work location visualization
- Filter Panel: For narrowing down resources by territory, role, skills, etc.
3. Configure Settings (Admin/Dispatcher Role)
- You can access the Schedule Board settings by clicking the gear icon ⚙️ on the board or navigating to:
- > Resource Scheduling > Administration > Schedule Board Settings
From there, you can:
- Define filters (e.g., work order types, territories, skills)
- Configure resource cell templates
- Enable/disable booking alerts
- Set map settings and colors
- Set default time zone and refresh rates
Customizing Views on the Schedule Board
Customization lets you tailor the board for different dispatcher roles or regional needs.
1. Create a Custom Schedule Board Tab
Each tab represents a different view. You can define:
- Resource filters (e.g., only show North Territory)
- Booking requirements filters
- Map configurations
- Time ranges (e.g., work week, day view)
Steps to Create:
- Open Schedule Board
- Click + New Tab
- Name the tab (e.g., "East Zone Dispatcher")
- Define filter criteria
- Save and test your view
2. Customize Resource Cards
Resource cards show vital information about the technician:
- Name
- Roles
- Availability
- Skills
You can modify the resource template using custom JavaScript (within limits) or change layout via Resource Cell Template settings in Schedule Board Settings.
3. Customize Booking Templates
Booking templates define how a booking appears on the board. You can change:
- Text format
- Color (based on status or priority)
- Icons (e.g., warning, alerts)
This helps dispatchers quickly identify urgent or problematic bookings.
4. Use Booking Alerts
Enable alerts to notify schedulers when:
- A booking overlaps with another
- A technician lacks the required skill
- A work order is not completed in time
Alerts improve visibility into scheduling conflicts or risks.
Conclusion
The Schedule Board in Dynamics 365 Field Service is more than a calendar — it’s a dynamic, customizable dispatching hub that can be tailored to the specific needs of your organization. With the right configuration and custom views, you can empower your dispatchers to manage resources with precision, reduce downtime, and delight your customers.
https://powerappbuilder.blogspot.com/2025/06/dynamics-365-field-service-configure_21.html
Published on: 2 days ago
Reflections from #EPPC25: Building a 10× Future with Autonomous Agents
This week in Vienna, I had the privilege of attending the European Power Platform Conference (#EPPC25)—a gathering that not only showcased the latest innovations from Microsoft but also sparked deep conversations about the future of work, the role of AI, and how we as professionals can prepare for what’s next. A powerful message was delivered […]
Published on: 2 days ago
Microsoft MVP Ana Ines Urrutia prepares for PPCC25!
https://www.youtube.com/watch?v=re7Stplvrjs
Published on: 2 days ago
Dynamics 365 Field Service : Schedule work orders by using the schedule board and schedule assistant
Field service operations rely heavily on effective scheduling to ensure the right technician is assigned to the right job at the right time. In Microsoft Dynamics 365 Field Service, two powerful tools help dispatchers and schedulers optimize work order assignments: Schedule Board and Schedule Assistant.
Let’s dive into what these tools are, how they work, and how you can use them effectively to streamline your field service operations.
What Is a Work Order in Field Service?
A work order is a central component of Field Service. It represents a job or service that needs to be performed at a customer location. It includes:
- Customer details
- Incident types (the kind of service to be performed)
- Required products, services, and skills
- Preferred time windows
Once created, work orders need to be scheduled to technicians or resources who will complete the job.
The Schedule Board: Your Dispatching Command Center
The Schedule Board is a visual, drag-and-drop tool that gives dispatchers a centralized view of:
- Available technicians (resources)
- Work orders waiting to be assigned
- Travel routes and statuses
- Technician availability and working hours
Key Features of the Schedule Board:
|
How to Use the Schedule Board:
1. Navigate to Field Service > Schedule Board.
2. Use the filters to select the region or territory you’re managing.
3. Unscheduled work orders appear on the Unscheduled Panel.
4. Drag and drop the work order onto a resource’s calendar.
5. Save the booking, and the technician is now scheduled.
Schedule Assistant: Smart Scheduling Made Easy
- If you want the system to help you choose the best resource for a job, use the Schedule Assistant.
- This tool uses parameters like skills, location, availability, work hours, and resource type to recommend the best technician automatically.
Key Benefits:
- Reduces manual scheduling effort
- Ensures resource matching based on required skills
- Optimizes travel time and scheduling gaps
- Improves customer satisfaction through better time window adherence
How to Use the Schedule Assistant:
1. Open a work order.
2. Click Book (or use the Schedule Assistant button from the ribbon).
3. The assistant analyzes the job requirements and lists the best matching technicians.
4. It shows recommended time slots, estimated travel times, and booking overlaps.
5. Choose one and click Book & Exit to confirm.
Schedule Board vs. Schedule Assistant: When to Use Which?
- Configure resource characteristics (skills, territories) properly for better assistant results.
- Use resource preferences to prioritize certain technicians for specific customers.
- Implement travel time calculations to optimize routes.
- Customize booking rules to enforce business logic (e.g., must have safety certification).
Final Thoughts
Efficient scheduling is critical to the success of field service operations. Whether you prefer a visual, hands-on approach with the Schedule Board, or a smart, AI-assisted approach using the Schedule Assistant, Dynamics 365 Field Service equips you with the tools to:
- Reduce technician idle time
- Improve first-time fix rates
- Enhance customer satisfaction
- Optimize operational efficiency
By mastering these tools, your dispatchers can make informed decisions faster, resulting in smoother field operations and better service outcomes.
https://powerappbuilder.blogspot.com/2025/06/dynamics-365-field-service-schedule.html
Published on: 2 days ago
Microsoft Dataverse – Build Agents with Azure Databricks as your knowledge source
We are announcing the ability to connect Azure Databricks to Microsoft Power Platform to create canvas apps in Power Apps using Databricks data in a no-code way, and to use Azure Databricks as a knowledge source to ground your Copilot agents for intelligent, data-driven responses. This feature will reach general availability on July 19, 2025. How does this affect me? The new Databricks Connector that links Azure Databricks to Power Platform provides users: Canvas app integration: Build apps in Power Apps with real-time Azure Databricks data to ensure current and accurate information. Interact with your data through natural language, backed by Databricks’ powerful processing engine. Real-time CRUD Support: Enable seamless CRUD (create, read, update, delete) operations on Azure Databricks data directly within Power Apps. Knowledge Source for Copilot Agents: Add Azure Databricks datasets and tables that can be curated by developers and analysts as a Knowledge Source, enabling Copilot Agents to answer natural language queries using structured Databricks data. Low-code availability: A scalable, real-time integration point between Databricks and Microsoft’s low-code ecosystem, accelerating insights and reducing operational overhead. What action do I need to take? This message is for awareness and no action is required. The Azure Databricks connector is currently in preview. To start using Azure Databricks as a Knowledge Source before general availability: Connect your Databricks workspace to Power Platform using the Azure Databricks Connector. Add your Databricks tables as Knowledge Sources in Copilot Studio. Configure and test your Copilot Agent to respond to natural language queries grounded in Databricks data. If you would like more information on this feature, please visit Azure Databricks – Connectors. Message ID: MC1098956
The post Microsoft Dataverse – Build Agents with Azure Databricks as your knowledge source appeared first on M365 Admin.
https://m365admin.handsontek.net/microsoft-dataverse-build-agents-azure-databricks-knowledge-source/
Published on: 2 days ago