Frequently Asked Questions (FAQ)

PowerRoster, is a cloud-based workforce management solution, seamlessly empowers front-line workers and enhances efficiency.

Automate workforce allocation and scheduling with precision by extending Microsoft Dynamics 365. From efficient rostering to real-time updates, PowerRoster simplifies workforce management, providing a comprehensive solution based on the robust Microsoft Power Platform. Drive better business results by optimising workforce utilisation and ensuring accurate scheduling anytime, anywhere.

A roster, also known as a schedule or timetable, is a plan that outlines the specific times and dates when individuals are assigned to work or perform certain tasks.

1. Follow the link: https://appsource.microsoft.com/en-us/marketplace/apps 

2. Search for PowerRoster and select the version.

3. Navigate to the PowerRoster version.

4. Select Buy Now. 

5. The Power Platform Admin Centre will open for user authentication. Please fill in the required information to complete the purchase. 

6. Assign the PowerRoster License.

7. Assign the user and select Install this product.

8. Select the Power Platform or D365 environment where you want PowerRoster installed.

PowerRoster will be installed in your solution. Refresh to check the installation status. 

Once the PowerRoster is installed, navigate to the environment in which you selected to access PowerRoster app.       

Roster Position Instances (RPI) will not be generated until:

1. The Roster Pattern is determined.

2. The "Days in Advance" field is correctly configured.

You need a PowerApps license to access PowerRoster.

1. In the pattern builder, +Add Blank Pattern Day and select the Calendar icon to Edit the Pattern Day 1

2. Select Not Working Day field.

3. Check Start and End Time. If scheduling 24 hours for the RDO, make sure the End Time is set to ‘Next Day’ and Save.

1. In the pattern builder, +Add Blank pattern day and select the Calendar icon to Edit the Pattern Day.

2. Fill in the Start Time and End Time as Next Day.

3. Save.

Visit: https://learn.microsoft.com/en-us/dynamics365/field-service/set-up-bookable-resources

Individual shifts can be added to a Roster to allow for flexibility as required.

1. Navigate to PowerRoster App > Rosters > Calendar.

2. Hover over the required date and click + icon then select +Add this Shift

3. Fill in the required fields and click Save

Likely causes:

1. The setting to allow publishing of canvas apps with code components is disabled.

2. The Roster Settings custom page was not published during the installation.

To resolve:

1. Enable publishing of canvas apps with code components:

   1. Go to Admin Center->Target Environment->Settings->Product->Features.

   2. Toggle Allow publishing of canvas apps with code component to On.

2. Publish the Roster Settings Custom page:

   1. Go to Default Solution->Pages->Roster Settings

   2. Make a small change (e.g., update a tooltip), click Save, then Publish.

Likely causes:

1. The ‘Allow publishing of canvas apps with code components’ setting is turned off.

2. The Roster Settings custom page was not published during the installation.

To turn on Allow publishing of canvas apps with code components go to the environment product features settings and toggle Allow publishing of canvas apps with code component to on. (Admin Center > Target Environment > Settings > Product > Features > Allow publishing of canvas apps with code components)

To publish the Roster Settings Custom page go to the pages section of the default solution, edit the Roster Settings custom page. Make a small change like updating a tool tip. Click save then publish. (Default Solution > Pages > Roster Settings. Make a change like update the tooltip. Press Save then Publish).

The PowerRoster™ Accreditation Program is a structured certification pathway developed by Velrada to recognise and build expertise in workforce management. Tailored to each client’s operational needs, it offers role-based tiers that ensure every part of the business – from day-to-day users to technical specialists – is empowered to get the most from PowerRoster™. Participants earn LinkedIn-ready badges and internal recognition while boosting confidence, compliance, and adoption.

Certification Tiers

PowerRoster™ Advocate

Champions adoption and everyday use. Advocates demonstrate operational expertise, promote rostering best practices, support colleagues, and drive team engagement.

PowerRoster™ Technical

For technical specialists skilled in implementation, configuration, and extension. They understand architecture, integration, compliance logic, and optimisation workflows to support scalable deployments.

PowerRoster™ Administrator

System owners who maintain scheduling rules, manage user access, troubleshoot rostering issues, and align the platform with evolving business needs.

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Configuration Steps