← Learning pathsStart course
Part 4: Advanced Features
advanced
Advanced Planning Board
Power-user features that live on the planning board itself: the capacity pivot, appointment containers, and routes. Closes with a capstone use case combining the three.
Part of paths:Functional consultant
18 lessons
The visual/spatial power features of the planning board. Deep-dive capacity pivot, appointment containers, routes - then a capstone that combines all three for a richer "find the right resource" exercise.
What you'll cover
- Deep-dive into the Capacity Pivot6 lessons
- Connecting Appointments with Appointment Containers5 lessons
- Plan Routes6 lessons
- Capstone - Advanced Resource Finding1 lesson
Lessons
18 lessonsDeep-dive into the Capacity Pivot
- 01Capacity pivot - use case goalAfter this lesson you can tell whether your question is individual availability or team absorption - and name what the next lessons configure.Quiz2 min
- 02Grouping and structuring dataAfter this lesson you can configure rows, columns, and values in the capacity pivot to match your business structure.Quiz4 min
- 03Label & value filtersAfter this lesson you can apply label and value filters on the capacity pivot and save a filtered layout for reuse.Quiz3 min
- 04Settings & field settingsAfter this lesson you can tune pivot-level and field-level settings, including multi-day distribution, for accurate capacity views.Quiz3 min
- 05Capacity pivot - use case exerciseAfter this lesson you can build and save a junior-consultant free-hours pivot filtered to the next four weeks.Quiz4 min
- 06Capacity pivot - potentialAfter this lesson you can configure the capacity pivot to show non-hour units when your data carries quantity, weight, or volume fields.Quiz2 min
Connecting Appointments with Appointment Containers
- 07Containers - use case goalAfter this lesson you can name three container scenarios and explain why moving appointments as a group beats moving them one by one.Quiz2 min
- 08Grouping appointments with appointment containersAfter this lesson you can create containers and add, remove, or nest appointments on the planning board.Quiz4 min
- 09Scheduling with appointment containersAfter this lesson you can move, lock, and collapse containers while knowing each inner appointment still syncs individually.Quiz5 min
- 10Containers - use case exerciseAfter this lesson you can build a five-stop route container, reschedule it as a unit, and lock it after customer confirmation.Quiz4 min
- 11Containers - what's in the boxAfter this lesson you can tell when containers originate from Business Central versus the planner and when to discuss BC-side setup with your partner.Quiz2 min
Plan Routes
- 12Routes - use case goalAfter this lesson you can list the Plan Routes capabilities beyond the basic map and spot one inefficient route on your tenant to improve in the next lessons.Quiz2 min
- 13Getting more out of the MapAfter this lesson you can configure traffic, truck attributes, map containers, and bulk-select, and tell profile settings from application-setup settings.Quiz4 min
- 14Sequencing the route's stopsAfter this lesson you can optimize stop order in the route sequence component, lock fixed stops, and confirm the sequence on the map.Quiz3 min
- 15Action URIsAfter this lesson you can configure a simple action URI that launches an external page from the current selection without custom code.Quiz3 min
- 16Live-trackingConfirm licensing and consent requirements before using live tracking to see resource positions on the map.Quiz3 min
- 17Routes - use case exercisePlan, sequence, and dispatch a multi-stop route - locking fixed stops before optimization.Quiz4 min