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Part 2: The Planning Process
foundations
Finding Appointments on Your Planning Board
Visual indicators, retracing planned tasks, notifications, overbooking, and constraints - so the right appointments are always one glance away.
12 lessons
What you'll cover
- Overview2 lessons
- Visual Indicators4 lessons
- Retrace Your Planned Tasks3 lessons
- Informing the Planner3 lessons
Lessons
12 lessonsOverview
- 01Chapter DiscoveryAfter this lesson you can name the three sections of Finding Appointments and explain what each adds to a planner's daily work.Quiz3 min
- 02PrerequisitesAfter this lesson you can confirm your tenant has planned appointments and the planned task component ready for the rest of the chapter.Quiz2 min
Visual Indicators
- 03Visual indicationAfter this lesson you can define a visual indicator, name its two data sources, and decide when to drive one from Business Central versus Dime.Scheduler.Quiz3 min
- 04Colour codingAfter this lesson you can configure categories, time markers, and pins in administration and apply them to appointments from the planning board.Quiz4 min
- 05Driven from BCAfter this lesson you can explain how BC-driven indicators map back-office field values to planning-board colours through filter groups.Quiz4 min
- 06Updating the Repair StatusAfter this lesson you can trace Repair Status from Business Central to appointment colour and use colour to catch a stale status update.Quiz4 min
Retrace Your Planned Tasks
- 07An overview of your appointmentsAfter this lesson you can use the planned task component to search, filter, and export everything already scheduled.Quiz4 min
- 08Retrace your appointments in the planning boardAfter this lesson you can use highlight and resource filter on the planning board to find appointments without leaving the board.Quiz3 min
- 09Put into practiceAfter this lesson you can run a customer-confirmation workflow using planned tasks, time markers, bulk select, and export.Quiz4 min
Informing the Planner
- 10NotificationsAfter this lesson you can distinguish appointment from task notifications and use the notification panel as a daily check-in.Quiz3 min
- 11Overbooked resourcesAfter this lesson you can spot overbookings on the capacity pivot and decide what to do before the customer notices.Quiz3 min
- 12Planning constraintsAfter this lesson you can name the three constraint families and know where to find the deep coverage in Planning Rules.Quiz3 min