Nishant Rana's Weblog

Customize the Schedule Board to show bookable resource attribute – Dynamics 365 Field Service

Below we can see the resource cell template (or view) applied that defines the images, values, and fields displayed for the resource in the Schedule Board.

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Description automatically generated

Now suppose we want to show the Account (custom field) value also, that would make it easy for the Dispatcher to schedule them from within the Schedule board.

For this, we need to select Board Settings for the Schedule Board.

Navigate to the Other section within the Board Settings.

We’d first start by adding/defining a new Resource Cell Template and a new Retrieve resource query template.

We have added below Div tag below to show the account name.

Save this new template

Next, add the below attribute tag for the account field in the Fetch XML for it to retrieve the value of the account, here name property holds the schema name of the field.

Select Save as new to add the new template.

On refreshing the Schedule Board we can see the Account value added to the view, however, it shows the Guid of the account record.

To get the label /name, edit the Resource Cell Template and add the below UFX Bag (UFX directives for querying the data) to fetch the name of the account.

Update the Sample Resource Query, Save the changes, and refresh the schedule board.

We can see the Guid replaced by the Account name there.

Resource Cell Template –

<?xml version="1.0" encoding="utf-8" ?>
<bag xmlns:ufx="http://schemas.microsoft.com/dynamics/2017/universalfetchxml">
  <Resources ufx:source="fetch">
    <fetch mapping="logical" aggregate="true">
      <entity name="bookableresource">
        <attribute name="bookableresourceid" alias="bookableresourceid" groupby="true"/>
        <attribute name="name" alias="name" groupby="true"/>
        <attribute name="calendarid" alias="calendarid" groupby="true"/>
        <attribute name="resourcetype" alias="resourcetype" groupby="true"/>
        <attribute name="msdyn_startlocation" alias="startlocation" groupby="true"/>
        <attribute name="msdyn_organizationalunit" alias="msdyn_organizationalunit" groupby="true"/>

          <!-- Add the account field -->
         <attribute name="new_account" alias="accountname" groupby="true"/>
        
          <!-- Let the database sort by name, unless we have characteristics - in which case we'll sort by the count of characteristics -->
        <order ufx:if="not($input/Characteristics/bag/characteristic)" alias="name" />

        <!-- Characteristic join -->
        <link-entity name="bookableresourcecharacteristic" from="resource"
            to="bookableresourceid" link-type="inner" ufx:if="$input/Characteristics/bag/characteristic">
          <attribute name="characteristic" aggregate="countcolumn" 
              alias="characteristiccount" distinct="true" />
          <order alias="characteristiccount" descending="true" />

          <link-entity name="ratingvalue" from="ratingvalueid" to="ratingvalue" link-type="outer">
            <attribute name="value" aggregate="sum" alias="proficiencyscore" distinct="true" />
            <order alias="proficiencyscore" descending="true" />
          </link-entity>

          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
          </filter>
        </link-entity>

        <!-- Characteristic filter -->
        <filter type="or" ufx:if="$input/Characteristics/bag/characteristic">
          <ufx:apply select="$input/Characteristics/bag">
            <filter type="and">
              <condition entityname="bookableresourcecharacteristic" attribute="characteristic" operator="eq">
                <ufx:value select="characteristic" attribute="value" />
              </condition>
              <condition entityname="ratingvalue" attribute="value" operator="ge" ufx:if="ratingvalue">
                <ufx:value select="ratingvalue" attribute="value" />
              </condition>
            </filter>
          </ufx:apply>
        </filter>

        <!-- Category join -->
        <link-entity name="bookableresourcecategoryassn" from="resource" to="bookableresourceid" link-type="inner" ufx:if="$input/Roles/bag">
          <attribute name="resourcecategory" aggregate="countcolumn" alias="rolecount" distinct="true" />

          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
            <condition operator="in" attribute="resourcecategory">
              <ufx:apply select="$input/Roles/bag">
                <value>
                  <ufx:value select="@ufx-id" />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </link-entity>

        <!-- Territory join -->
        <link-entity ufx:if="$input/Territories/bag | $input/UnspecifiedTerritory[. = 'true']" name="msdyn_resourceterritory" from="msdyn_resource" to="bookableresourceid" alias="territory" link-type="outer">
          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
            <condition attribute="msdyn_territory" operator="not-null" />
          </filter>
        </link-entity>

        <!-- Territory filter -->
        <filter type="or">
          <condition ufx:if="$input/UnspecifiedTerritory[. = 'true']" entityname="territory" attribute="msdyn_territory" operator="null" />

          <condition ufx:if="$input/Territories/bag" entityname="territory" attribute="msdyn_territory" operator="in">
            <ufx:apply select="$input/Territories/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>
        </filter>

        <filter type="and">
          <condition attribute="statecode" operator="eq" value="0" />

          <!-- Must choose from resource filter -->
          <condition ufx:if="$input/MustChooseFromResources/bag" attribute="bookableresourceid" operator="in">
            <ufx:apply select="$input/MustChooseFromResources/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- Restricted resource filter -->
          <condition ufx:if="$input/RestrictedResources/bag" attribute="bookableresourceid" operator="not-in">
            <ufx:apply select="$input/RestrictedResources/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- DisplayOnScheduleBoard and DisplayOnScheduleAssistant filter -->
          <condition attribute="msdyn_displayonscheduleboard" operator="eq" value="1" ufx:if="$input/DisplayOnScheduleBoard[. = 'true']" />
          <condition attribute="msdyn_displayonscheduleassistant" operator="eq" value="1" ufx:if="$input/DisplayOnScheduleAssistant[. = 'true']" />

          <!-- Organizational unit filter -->
          <condition operator="in" attribute="msdyn_organizationalunit" ufx:if="$input/OrganizationalUnits/bag">
            <ufx:apply select="$input/OrganizationalUnits/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- Resource & Pool type filter -->
          <condition attribute="resourcetype" operator="in" ufx:if="$input/ResourceTypes/bag/option">
            <ufx:apply select="$input/ResourceTypes/bag/option">
              <value>
                <ufx:value select="." />
              </value>
            </ufx:apply>
          </condition>
          <filter type="or" ufx:if="$input/PoolTypes/bag/option">
            <condition attribute="msdyn_pooltype" operator="null" />
            <condition attribute="msdyn_pooltype" operator="contain-values">
              <ufx:apply select="$input/PoolTypes/bag/option">
                <value>
                  <ufx:value select="." />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </filter>

        <link-entity name="systemuser" from="systemuserid" to="userid" link-type="outer">
          <!-- If Business Units or Teams are supplied, assume only users are to be returned -->
          <ufx:value ufx:if="$input/BusinessUnits/bag | $input/Teams/bag" select="'inner'" attribute="link-type" />

          <attribute name="systemuserid" alias="systemuserid" groupby="true" />
          <attribute name="entityimage_url" alias="userimagepath" groupby="true"/>

          <!-- User and Teams filter -->
          <link-entity name="teammembership" from="systemuserid" to="systemuserid" link-type="inner" ufx:if="$input/Teams/bag">
            <filter type="and" >
              <condition operator="in" attribute="teamid">
                <ufx:apply select="$input/Teams/bag">
                  <value>
                    <ufx:value select="@ufx-id" />
                  </value>
                </ufx:apply>
              </condition>
            </filter>
          </link-entity>

          <!-- User Businessunits filter -->
          <filter type="and" ufx:if="$input/BusinessUnits/bag">
            <condition operator="in" attribute="businessunitid">
              <ufx:apply select="$input/BusinessUnits/bag">
                <value>
                  <ufx:value select="@ufx-id" />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </link-entity>

        <link-entity name="contact" from="contactid" to="contactid" link-type="outer">
          <attribute name="contactid" alias="contactid" groupby="true"/>
          <attribute name="entityimage_url" alias="contactimagepath" groupby="true"/>
        </link-entity>

        <link-entity name="account" from="accountid" to="accountid" link-type="outer">
          <attribute name="accountid" alias="accountid" groupby="true"/>
          <attribute name="entityimage_url" alias="accountimagepath" groupby="true"/>
        </link-entity>
      </entity>
    </fetch>    

     <!-- Add the account field, to show Lookup' Name / Label and not the Guid -->
    <bag>
        <accountname ufx:select="accountname/@ufx-formatvalue"></accountname>      
    </bag>
     
    
    <bag>
      <imagepath ufx:select="accountimagepath | contactimagepath | userimagepath" />
      <accountimagepath ufx:select="$null" />
      <contactimagepath ufx:select="$null" />
      <userimagepath ufx:select="$null" />   
               
    </bag>   


  </Resources>

  <Resources ufx:if="$input/Characteristics/bag/characteristic" ufx:select="list(Resources/bag[characteristiccount = count($input/Characteristics/bag/characteristic)])" />
  <Resources ufx:select="order(Resources, iif($input/Orders/bag, $input/Orders, 'name'))" />
</bag>

Resource Query –

<?xml version="1.0" encoding="utf-8" ?>
<bag xmlns:ufx="http://schemas.microsoft.com/dynamics/2017/universalfetchxml">
  <Resources ufx:source="fetch">
    <fetch mapping="logical" aggregate="true">
      <entity name="bookableresource">
        <attribute name="bookableresourceid" alias="bookableresourceid" groupby="true"/>
        <attribute name="name" alias="name" groupby="true"/>
        <attribute name="calendarid" alias="calendarid" groupby="true"/>
        <attribute name="resourcetype" alias="resourcetype" groupby="true"/>
        <attribute name="msdyn_startlocation" alias="startlocation" groupby="true"/>
        <attribute name="msdyn_organizationalunit" alias="msdyn_organizationalunit" groupby="true"/>

          <!-- Add the account field -->
         <attribute name="new_account" alias="accountname" groupby="true"/>
        
          <!-- Let the database sort by name, unless we have characteristics - in which case we'll sort by the count of characteristics -->
        <order ufx:if="not($input/Characteristics/bag/characteristic)" alias="name" />

        <!-- Characteristic join -->
        <link-entity name="bookableresourcecharacteristic" from="resource"
            to="bookableresourceid" link-type="inner" ufx:if="$input/Characteristics/bag/characteristic">
          <attribute name="characteristic" aggregate="countcolumn" 
              alias="characteristiccount" distinct="true" />
          <order alias="characteristiccount" descending="true" />

          <link-entity name="ratingvalue" from="ratingvalueid" to="ratingvalue" link-type="outer">
            <attribute name="value" aggregate="sum" alias="proficiencyscore" distinct="true" />
            <order alias="proficiencyscore" descending="true" />
          </link-entity>

          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
          </filter>
        </link-entity>

        <!-- Characteristic filter -->
        <filter type="or" ufx:if="$input/Characteristics/bag/characteristic">
          <ufx:apply select="$input/Characteristics/bag">
            <filter type="and">
              <condition entityname="bookableresourcecharacteristic" attribute="characteristic" operator="eq">
                <ufx:value select="characteristic" attribute="value" />
              </condition>
              <condition entityname="ratingvalue" attribute="value" operator="ge" ufx:if="ratingvalue">
                <ufx:value select="ratingvalue" attribute="value" />
              </condition>
            </filter>
          </ufx:apply>
        </filter>

        <!-- Category join -->
        <link-entity name="bookableresourcecategoryassn" from="resource" to="bookableresourceid" link-type="inner" ufx:if="$input/Roles/bag">
          <attribute name="resourcecategory" aggregate="countcolumn" alias="rolecount" distinct="true" />

          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
            <condition operator="in" attribute="resourcecategory">
              <ufx:apply select="$input/Roles/bag">
                <value>
                  <ufx:value select="@ufx-id" />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </link-entity>

        <!-- Territory join -->
        <link-entity ufx:if="$input/Territories/bag | $input/UnspecifiedTerritory[. = 'true']" name="msdyn_resourceterritory" from="msdyn_resource" to="bookableresourceid" alias="territory" link-type="outer">
          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
            <condition attribute="msdyn_territory" operator="not-null" />
          </filter>
        </link-entity>

        <!-- Territory filter -->
        <filter type="or">
          <condition ufx:if="$input/UnspecifiedTerritory[. = 'true']" entityname="territory" attribute="msdyn_territory" operator="null" />

          <condition ufx:if="$input/Territories/bag" entityname="territory" attribute="msdyn_territory" operator="in">
            <ufx:apply select="$input/Territories/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>
        </filter>

        <filter type="and">
          <condition attribute="statecode" operator="eq" value="0" />

          <!-- Must choose from resource filter -->
          <condition ufx:if="$input/MustChooseFromResources/bag" attribute="bookableresourceid" operator="in">
            <ufx:apply select="$input/MustChooseFromResources/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- Restricted resource filter -->
          <condition ufx:if="$input/RestrictedResources/bag" attribute="bookableresourceid" operator="not-in">
            <ufx:apply select="$input/RestrictedResources/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- DisplayOnScheduleBoard and DisplayOnScheduleAssistant filter -->
          <condition attribute="msdyn_displayonscheduleboard" operator="eq" value="1" ufx:if="$input/DisplayOnScheduleBoard[. = 'true']" />
          <condition attribute="msdyn_displayonscheduleassistant" operator="eq" value="1" ufx:if="$input/DisplayOnScheduleAssistant[. = 'true']" />

          <!-- Organizational unit filter -->
          <condition operator="in" attribute="msdyn_organizationalunit" ufx:if="$input/OrganizationalUnits/bag">
            <ufx:apply select="$input/OrganizationalUnits/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- Resource & Pool type filter -->
          <condition attribute="resourcetype" operator="in" ufx:if="$input/ResourceTypes/bag/option">
            <ufx:apply select="$input/ResourceTypes/bag/option">
              <value>
                <ufx:value select="." />
              </value>
            </ufx:apply>
          </condition>
          <filter type="or" ufx:if="$input/PoolTypes/bag/option">
            <condition attribute="msdyn_pooltype" operator="null" />
            <condition attribute="msdyn_pooltype" operator="contain-values">
              <ufx:apply select="$input/PoolTypes/bag/option">
                <value>
                  <ufx:value select="." />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </filter>

        <link-entity name="systemuser" from="systemuserid" to="userid" link-type="outer">
          <!-- If Business Units or Teams are supplied, assume only users are to be returned -->
          <ufx:value ufx:if="$input/BusinessUnits/bag | $input/Teams/bag" select="'inner'" attribute="link-type" />

          <attribute name="systemuserid" alias="systemuserid" groupby="true" />
          <attribute name="entityimage_url" alias="userimagepath" groupby="true"/>

          <!-- User and Teams filter -->
          <link-entity name="teammembership" from="systemuserid" to="systemuserid" link-type="inner" ufx:if="$input/Teams/bag">
            <filter type="and" >
              <condition operator="in" attribute="teamid">
                <ufx:apply select="$input/Teams/bag">
                  <value>
                    <ufx:value select="@ufx-id" />
                  </value>
                </ufx:apply>
              </condition>
            </filter>
          </link-entity>

          <!-- User Businessunits filter -->
          <filter type="and" ufx:if="$input/BusinessUnits/bag">
            <condition operator="in" attribute="businessunitid">
              <ufx:apply select="$input/BusinessUnits/bag">
                <value>
                  <ufx:value select="@ufx-id" />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </link-entity>

        <link-entity name="contact" from="contactid" to="contactid" link-type="outer">
          <attribute name="contactid" alias="contactid" groupby="true"/>
          <attribute name="entityimage_url" alias="contactimagepath" groupby="true"/>
        </link-entity>

        <link-entity name="account" from="accountid" to="accountid" link-type="outer">
          <attribute name="accountid" alias="accountid" groupby="true"/>
          <attribute name="entityimage_url" alias="accountimagepath" groupby="true"/>
        </link-entity>
      </entity>
    </fetch>    

     <!-- Add the account field, to show Lookup' Name / Label and not the Guid -->
    <bag>
        <accountname ufx:select="accountname/@ufx-formatvalue"></accountname>      
    </bag>
     
    
    <bag>
      <imagepath ufx:select="accountimagepath | contactimagepath | userimagepath" />
      <accountimagepath ufx:select="$null" />
      <contactimagepath ufx:select="$null" />
      <userimagepath ufx:select="$null" />   
               
    </bag>   


  </Resources>

  <Resources ufx:if="$input/Characteristics/bag/characteristic" ufx:select="list(Resources/bag[characteristiccount = count($input/Characteristics/bag/characteristic)])" />
  <Resources ufx:select="order(Resources, iif($input/Orders/bag, $input/Orders, 'name'))" />
</bag>

Get more details –

https://www.avanade.com/en/blogs/techs-and-specs/dynamics-365/how-to-customize-dynamics365-field-service-schedule-board

Universal FetchXML

https://www.linkedin.com/pulse/extending-schedule-boardif-i-can-do-you-too-scott-lefante/

Customize the schedule board with a custom resource attribute

Schedule Board Extensibility in Microsoft Dynamics 365 Field Service

Hope it helps..

Import Sequence Number attribute in Dataverse

Import Sequence Number is an internal field (whole number), that acts as a unique identifier of the data import or data migration that created this record that ensures data consistency and traceability during data import/migration.

Here when we imported around 50 contact records from myFile0.csv, without specifying any value or mapping import sequence number, the system generated an import sequence number and associated it with all the 50 records created using the import.

Next, we imported 3 more records, and this time we manually specified the value for the import sequence number.

We could see the record created with the value we had specified.

Next, we again removed the import sequence number and imported it.

We can see the record created with an auto-generated sequence number i.e. 3

On manually created records from the application, we can see the value being null for it.

As we can see, the primary function of the import sequence number is to track which records were created during a specific import. It allows us to identify records created through import vs manually entered. It can also be used for troubleshooting if there are certain records not created during the import process. When migrating data from another system we can include a corresponding import sequence number in our source data. This can help establish a one-to-one link between the source record and the newly created record inside Dataverse, allowing better handling of failed rows.

Check out – Dynamics CRM Data Migration Tip Using the Import Sequence Number Field

Hope it helps..

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Use Recycle Bin to restore deleted records (Preview)– Dataverse / Dynamics 365

To enable the feature, log in to

Power Platform Admin Center https://admin.powerplatform.microsoft.com/environments

Environment >> Settings >> Features and enable it

We can specify 30 days as the maximum recovery time.

Let us delete some of the contact and lead records.

Navigate to Environment >> Settings >> Data Management >> View Deleted Records to view the deleted records.

We can select the records and click on Restore to get the deleted records back

We can see the records removed from the Deleted Records view.

Below we can see the restored records – we can also see the Modified On updated.

The feature applies at the environment level, we cannot specify it for individual tables currently. Only the main deleted record and related records deleted via the cascaded relationship behavior will be restored. If a related record is deleted as part of custom business logic, it will not be restored.

Below let us delete the Contact record which has a case and an opportunity record associated.

On deleting the Case the child case and lead records also get deleted.

However, we do not see those records in the Deleted records list only the main (parent) Contact record.

On restoring the deleted contact restores the child case and opportunity record also.

More details on – Restore deleted records

Hope it helps..

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Applying Modern themes to the Modern Refreshed look (app header)– Model-driven App / Dynamics 365

As we are aware the classic themes do not apply to the new modern refreshed look, however using the new modern themes at least for now we can modify the app header.

For this 1st we need to create an XML Web Resource with the below tags that apply to the AppHeaderColors tag. We can specify the colors of our choice.

A screenshot of a computer code

Description automatically generated

<AppHeaderColors
  background="#151515"
  foreground="#FFFFFF"
  backgroundHover="#A91D3A"
  foregroundHover="#FFFFFF"
  backgroundPressed="#C73659"
  foregroundPressed="#FFFFFF"
  backgroundSelected="#F05941"
  foregroundSelected="#FFFFFF"
/>

Below is our web resource created for it.