A schedule is useful because of what it connects: a person to a job, an appointment to a service, a task to an operational commitment. Separate it from those records and the connection becomes something people must maintain manually.
Start with the source of truth
When your operation already runs in a Dataverse application, the important context is there: resources, work, relationships and business decisions. A useful planning design starts by identifying those records and what they mean. It should not begin by copying every field into a second application.
Describe the relationships first. What makes a record schedulable? What does an assignment fulfil? Who is allowed to change it? These questions tell you more about the required planning experience than the shape of a calendar.
The board is a view of the operation
A scheduling board should make the underlying work easier to understand. The planner needs to see time and capacity, but also enough context to make a decision. An assignment should lead back to a meaningful work item, not become an isolated coloured rectangle.
That does not mean every operational field belongs on the board. Choose the information that helps the planner act. Keep the remaining details in the application that already owns them.
Optimization creates a separate boundary
Keeping Dataverse as the source of truth does not mean no information leaves it. A service can process selected planning data to propose assignments. Be explicit about that data boundary: the fields sent, the authorizing identity, the hosting location and retention.
The same care applies on the way back. A returned proposal is not an instruction to overwrite records. Validate references, detect stale data and make approval a deliberate part of the workflow.
Choose connection over duplication
Start small. Map a representative set of resources and work, build a useful scheduling view and define the acceptance path. The goal is a planning capability your application can use—not another system your team must reconcile.