See bookings in the agenda view in new mobile experience
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Field Service. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
Enabled for | Public preview | Early access | General availability |
---|---|---|---|
Users by admins, makers, or analysts | Dec 4, 2023 | - | Aug 30, 2024 |
Business value
With the agenda view in the new user experience for the Field Service mobile app, technicians can quickly see an overview of their scheduled bookings over several days. They can easily scroll in both directions to find past and future bookings, and get an at-a-glance view of pertinent details such as customer name, current booking status, start time, and more. An organization can customize and add additional relevant columns to enhance usability for their technicians, reducing the need for them to open the booking to find details.
Feature details
Agenda view includes:
- Scroll to see bookings across multiple days from 90 days in the past to 90 days in the future.
- Usability enhancements for easy visibility, such as large colored labels for booking status and day separators.
- Swipe gestures for quick actions like changing booking status.
- Shortcuts such as the "Get Directions" icon to start navigation to a booking from within the agenda view.
- Visible out-of-the-box columns, such as booking name, booking start time, duration, and customer name, to enable technicians to see an overview of the booking without opening its details.
- Customization options for organizations to match their business scenarios with the agenda view by editing existing columns or adding new columns.
See also
Do and record your work (docs)