Customer Engagement & Dynamics CRM Forum

  • 1.  Schedule Board

    Posted 14 days ago
    Is anyone having issues on the schedule board when the view is not set to hours that the Requirement is showing the wrong information.  Currently we are not using Field Services (scheduled implementation mid 2020).  Currently, we book our service technicians from a Case (Incident) as the requirement.  From the hour view on the schedule board each booking is showing the correct case for the service tech, however from any of the other views (Days, Weeks, Months) the booking is showing the detail information for the first case that was assigned to that service tech.  We book our techs out for days - weeks on end  and having the hour view does not work for our business.

    I am not sure if I am missing something within the setup that can fix this to allow the schedule board reflects the correct Case or if this is a bigger issue that I am not seeing.  Any assistance is greatly appreciated.

    Thank you


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    Mandy Funk
    Business Analyst
    Wenger Manufacturing
    Sabetha KS
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    Conference-CRMUG_200x200


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