Shift Planner & Site Notes for Dynamics 365 Field Service
PNP Solutions T/as ECLEVA
ECLEVA’s Shift Planner & Site Notes implementation helps organizations manage field service resource schedules, roster-based planning, work order assignments, and technician communication within Dynamics 365 Field Service.
Field service teams often manage shifts, postings, site details, technician notes, attachments, and work order assignments across multiple resources and locations. When these activities are handled manually, it can create scheduling delays, communication gaps, limited visibility, and increased risk of assigning work to resources without the required skills or licenses.
This professional service helps customers implement a centralized Shift Planner and Site Notes experience using Dynamics 365 Field Service, Power Automate, and Field Service Mobile. The solution supports planners with interactive scheduling, flexible filtering, roster-based planning, site note management, work order assignment, technician notifications, and visibility into bookings.
Key capabilities
- Interactive Shift Planner for managing resource schedules
- Roster-based shift planning for field service teams
- Day and night shift views for improved scheduling clarity
- Filters by resource group, resource type, roster, posting group, and date range
- Site Notes creation for posting groups, locations, notes, attachments, flights, accommodation, and supervisor-only information
- Work order assignment directly from Site Notes
- Copy, delete, and manage Site Notes across resources
- Skill and license validation to support compliant resource assignment
- Posting group color indicators for quick visual identification
- Power Automate notifications for technicians
- Field Service Mobile integration so technicians can view bookings and related site information
Implementation scope
- Review of the customer’s current shift planning and resource scheduling process
- Configuration of Shift Planner views and filters in Dynamics 365 Field Service
- Setup of roster-based planning logic
- Configuration of Site Notes fields, views, and related information
- Configuration of posting groups and color indicators
- Setup of work order assignment process from Site Notes
- Skill and license validation configuration based on available resource data
- Power Automate flow setup for Site Notes and technician notifications
- Field Service Mobile booking visibility setup
- Testing of shift planning, Site Notes, work order assignment, and notification scenarios
- User walkthrough and handover documentation
Business outcomes
This implementation helps customers improve field service planning, reduce manual scheduling effort, increase visibility into resource assignments, and streamline communication between planners and technicians. It supports more accurate workforce planning by helping teams validate skills, licenses, postings, and resource availability before assignments are confirmed.
Typical deliverables
- Shift Planner configuration
- Roster-based scheduling setup
- Site Notes setup and configuration
- Posting group and color indicator setup
- Work order assignment configuration
- Skill and license validation setup
- Power Automate notification flow
- Field Service Mobile booking visibility setup
- Testing and validation support
- User guide and walkthrough session
Prerequisites
Customers should have access to Dynamics 365 Field Service, Power Automate, Dataverse, and Field Service Mobile. Required licenses, environment access, resource data, work order data, booking setup, and security permissions must be available before implementation begins.
The final configuration may vary depending on the customer’s existing Dynamics 365 Field Service setup, roster model, resource structure, scheduling rules, mobile configuration, licensing, and customization requirements.