Sample library for Dynamics 365 Field Service

  • Article

Applies to: Dynamics 365 Field Service

This collection of sample code, components (solutions), and documents can help your Field Service projects with tasks such as customization, configuration, and operation of the platform. The library offers reusable and easy-to-follow resources for Field Service developers and users.

Important

Sample codes, components (solutions), and documents created by the community aren't supported by Microsoft. If you have questions or issues with community tools, contact the tool's publisher.

Areas

The following sections outline the content of the collection. Each section includes links to the corresponding articles and samples.

The schedule board in Field Service

  • Add crew information to the resource cell template.

    A core element in this scenario is the flexibility to format the resource card shown on the schedule board. This sample shows how you can add crew membership information to the resource card. Learn more at Add crew information to resource cells. For an introduction to the area, go to Customize the schedule board with a custom resource attribute.

  • Customize the template for bookings.

    A core element in this scenario is the flexibility to format the booking slot shown on the schedule board. We show an example of how you can add a custom icon to the booking template based on the work order incident type. Learn more at Customize the template for bookings. For an introduction to the area, go to Edit schedule board booking templates.

  • Field mapping for the schedule board settings

    Each field in the board settings maps to a particular column in the schedule board settings record for the relevant section. This information can be useful if you have to troubleshoot something about the schedule boards. Learn more at Field mapping for schedule board settings in Dynamics 365 Field Service.

  • Custom control to manage schedule board settings

    If you use Universal Resource Scheduling for Dynamics 365 Field Service, you might want to create copies of bookings with minor tweaks or similar changes. Microsoft has published an unmanaged solution, the Schedule board settings management control, that can help you in such cases. Learn more at Schedule board settings management control.

Test the solution

Automated end-to-end testing is an important part of Dynamics 365 implementation projects. Automation helps you test code quickly by replicating the business process flows so that you can deploy it faster with high confidence.

Here in the Dynamics 365 guidance hub, we provide articles based on samples and tools that we developed for implementation projects with Dynamics 365 Customer Service. But you can use the same tools and samples to test implementation projects with Dynamics 365 Field Service.

Learn more at Set up test automation with Playwright.