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I was recently chatting with a dispatcher who expressed that they would like to block time off on the schedule board for resources without needing to interact with the working hours.
I am switching gears on this post putting on my implementor hat. We will look for ways to enable this scenario natively in the product but until then, your customers may have this need. Here is a creative way you may be able to accomplish the request. It isn’t perfect, but an idea nonetheless!
The goal is for a dispatcher to stay completely within the schedule board yet block time off for a resource.
At a high level, we will create a new entity and enable it for scheduling. This entity is strictly for tracking “blocked time”. Then, we will create bookings for this entity from the schedule board to block the time. We will ensure these bookings look visually different on the schedule board.
Dispatchers can now block off time in two ways:
Option 1: Just drag empty space on the board where you want to block off time. This will pop out the requirements panel. Find the requirement we created earlier and select it. If it is not included in the view, you may have to change views to see that requirement.
Option 2: The second option applies if you implemented the optional step above where we added a booking requirements tab/panel with the “block time” requirement. You can just drag the block time requirement to the resource and time you would like to block off. Since there is no duration on the requirement, it will default to the duration set on the BSM record. You can always drag to extend or reduce the duration.
Here you can see me dragging the “block time” requirement from the “block time” requirement panel to Joseph at 3 PM.
Here you can see the booking blocking the time that Joseph created:
Notice the requirement is not removed from the bottom panel. This is because the filter we created does not exclude bookings which have already been scheduled. This allows you to drag this requirement repeatedly to create “block time” bookings.
You can also accomplish this from the multi-day schedule boards by selecting the day, week, or month you would like to block off. Make sure you select the requirement, and how much time you want to block. If you want to block the entire selected duration, just choose full capacity.
Here I am creating a new booking status and setting the color to gray:
Here I am setting the default committed status on the “block time” booking setup metadata record to the status I just created:
Here you can see the booking appearing in gray on the board:
Dan Gittler, Principal PM
The post Block time off for resources on the schedule board without changing the working hours appeared first on Dynamics 365 Blog.
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