Avoid overlapping bookings with Resource Scheduling Optimization

Important

This content is archived and is not being updated. For the latest documentation, go to New and upcoming features in Field Service. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - Nov 1, 2022

Business value

Resource Scheduling Optimization can schedule many jobs simultaneously, maximizing overall use and minimizing total travel time. Booking lock options give customers the ability to constrain scheduling by resource and/or time. Sometimes, configurations result in overlapping bookings that must be manually updated.

Feature details

Today, the Resource Scheduling Optimization Add-in for Dynamics 365 Field Service will leave existing bookings associated with resource or time soft-booking locks to the dispatcher to make the final decision on the best match. We've heard from customers that they prefer that the soft-booking lock constraints (for example, this resource at any time or this time by any resource) are handled the same way as the hard-booking lock constraints (for example, this resource at this time).

In this release, Resource Scheduling Optimization has been improved to avoid overlapping bookings due to association with soft-booking lock constraints.

See also

Understand the booking lock option in Resource Scheduling Optimization (docs)