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Microsoft Dynamics CRM (Archived)

Scheduling Recurring Appointments and Conflict Prevention

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So I notice CRM is great for appointment instances such as if Comcast needs to schedule a technician to go to somebody's house. You are allowed to see which resources are available at the needed time.

However, say you want to schedule a recurring appointment to happen every Monday, Wednesday, and Friday at a specified time using specified resources. All of this can easily be scheduled; however, if 2 weeks into the the series a required resource is not available, you are not made aware unless you either click on the calendar and select conflicts, or if you manually go into each instance of the recurring appointment.

How is it possible to either know which resources are available to schedule for the recurring series for those specified time/date or to know which instances have an issue so you can easily delete the series and trial by error another resource without manually examining a resource's calender each time for all date/time desired before setting up the recurring appointment?

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  • mscrmba Profile Picture
    on at

    If it doesn't do this OOTB (and I assume from your question that that is the case); then theoretically you could have a job that runs across your data when each new appointment is added or a resource's/person's calendar is updated for them being unavailable (when they've already got something in the same timeslot) that checks for, and raises a task to manually resolve any conflicts created.

    I can only think that code would be required (and it might need quite a bit to accommodate the complexity of recurring appointments).

     

    Have you considered an add-on product that is designed for complex resource scheduling such as:

    * Alert Stratus https://www.youtube.com/watch?v=RDsUURdX5Eg

    * ClickSoftware http://www.clicksoftware.com/resource-service-scheduling-software

    Talking with a vendor may at least allow you to understand if one of the add-on products available might fully resolve your issue, and/or at least highlight to you what a coded solution needs to consider (so you can understand just how much effort might be involved in a custom build).

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