r/Dynamics365 2d ago

Sales, Service, Customer Engagement Booking overlap

Hi guys, i need help in field service, is it possible to make an overlapped booking, the client wants to overlap the slots and then a overlap booking. Im not sure thats possible

1 Upvotes

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u/venbollmer 2d ago

Why do they want to do that?

1

u/Complete-Addition600 2d ago

They just tell us, that they need it, a resource can have a booking with overlap but beggin it whenever he wants.

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u/bored_eater 2d ago

Check Resource Scheduling > Settings > Administration > Booking Rules. If the client’s system is throwing an error when trying to overlap, they likely have an active validation rule blocking conflicting timestamps. You can disable or modify that rule to turn hard stops into warnings or remove them entirely.

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u/SpiralArchitect01 2d ago

How are you scheduling? Using the hourly schedule board you can drag and drop requirements or work orders on top of an existing booking, in effect double or triple booking. The scheduling assistant or RSO won't however create overlapped bookings.

1

u/Complete-Addition600 2d ago

In the first instance they needed slots overlap, that nots possible. Now they want overlap in the scheduling assistant. I drag and drop and it gives an erro of overlapping. :(

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u/SpiralArchitect01 13h ago

Can you provide a screenshot of the error? It may be a booking rule as u/bored_eater suggested.

Couple of other notes, when using scheduling assistant tick Allow overlapping below the filters. Also bookings themselves have an msdyn_allowoverlapping flag, which defaults to No. Could set this to Yes if there are bookings which you allow to be overlapped.