Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Field Service forum / Auto Generate Booking ...
Field Service forum
Unanswered

Auto Generate Booking with booking method

Posted on by 5

Hi everybody,

I faced an issue today and would love some help.

I'm trying to use auto generate booking and works fine when the work order created is small (less than 8 hours, sample).

But when I have a booking setup with 40 hours and the auto generate booking is on, it book to the resource without respecting the working hours, breaks, etc....

Is any option of select the "booking method" like we do on the scheduled board for this "auto generate booking"?


Regards,

Categories:
  • Suggested answer
    CU11060445-0 Profile Picture
    CU11060445-0 2 on at
    Auto Generate Booking with booking method
    For auto-generated bookings, you can set the "booking method" similar to the scheduling board by adjusting your settings to respect working hours and breaks. Look for options in the scheduling or resource management settings to customize the auto-generate booking method.
  • Suggested answer
    Inogic Profile Picture
    Inogic 23,963 on at
    Auto Generate Booking with booking method
    Hi Lucas,

    If you are still facing the problem, do look out for the Auto Scheduling feature of Maplytics, a geolocation app certified by Microsoft AppSource.

    The feature allows the appointment scheduler to mark the start and end times of the appointments in a day, their duration, break times, buffer times for travel, and so on. For continuous appointments, the scheduler can provision for meetings to stretch for days at the selected time slots. The feature also takes into consideration the availability of the clients and books appointments accordingly. It automatically reschedules recurring appointments after a specified number of days.

    Maplytics also enhances productivity with optimized travel routes, proximity search for leads, heat map analysis, and more!
     
    If this sounds helpful, do explore the Website or connect with the team at crm@inogic.com.
     
    Thanks,
    Sam

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,835 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,526 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans