Managing multi-day bookings can be difficult when plans change for only a specific day or time period. The Cancel segments of a booking in aggregate views feature in Dynamics 365 Field Service allows schedulers to cancel only the required portion of a booking without canceling the entire booking.
For example, a scheduler can cancel one day of a multi-day booking directly from the Schedule Board. This makes schedule changes easier while keeping the remaining booking and schedule intact.
Use case
Consider a field service company that schedules a technician to work on a customer project for several consecutive days. A Bookable Resource Booking is created for the technician from Monday through Thursday, with a specific number of working hours allocated to each day.
On Tuesday, the customer informs the service team that the site will be unavailable due to an unexpected maintenance issue. As a result, the technician cannot perform the scheduled work on Tuesday. However, the work planned for Monday has already been completed, and the customer confirms that the technician can continue the remaining work on Wednesday and Thursday.
Instead of canceling the entire multi-day Booking and creating new Bookings for Wednesday and Thursday, the scheduler can use the Cancel segments of a booking in aggregate views feature. From the Schedule Board, the scheduler opens the Edit Details panel and changes the duration of the Tuesday segment from its scheduled hours to 0 minutes.
This cancels only the Tuesday segment while keeping the Monday, Wednesday, and Thursday portions of the Booking intact. The scheduler can therefore keep the technician’s schedule accurate without recreating the entire Booking, reducing manual effort and preventing unnecessary changes to the remaining schedule.
Prerequisites – Create a Multi-Day Booking
Before canceling a booking segment, create a multi-day Bookable Resource Booking with the working hours distributed evenly across the selected days. For example, create a booking for four working days with a total duration of 8 hours and distribute the duration evenly across those days. This creates four individual 2-hour booking segments, which can then be used to demonstrate how a specific segment can be canceled without affecting the remaining booking segments.
Steps to Cancel a Segment of a Multi-Day Booking
- Open the Schedule Board in Dynamics 365 Field Service.
- From the Schedule Board view options, select the Daily aggregate view.... Read More
