Dynamics 365 Field Service : Manage time off requests
- Field Service → Resources → Time Off Requests
- Or via the schedule board → Right-click on a resource → Book Time Off
- Key Fields in a Time Off Request
- Name: A title or label for the request (e.g., "Annual Leave – John")
- Resource: The technician or user who is requesting the time off
- Start Time / End Time: Defines the period during which the resource is unavailable
- Duration: Auto-calculated based on the date/time
- Status: Draft, Submitted, Approved, or Rejected
- Description: Optional field for noting reasons or details
- Draft: Created but not submitted
- Submitted: Awaiting manager/supervisor review
- Approved: Resource is marked unavailable on the schedule board
- Rejected: Denied request; no impact on availability
- Send email notifications to managers when a request is submitted
- Automatically approve based on policy (e.g., if no overlapping jobs)
- Update calendars or integrate with Outlook/Teams
- Encourage technicians to submit time off well in advance
- Use custom views and dashboards to track upcoming absences
- Combine with crew scheduling to ensure field coverage remains balanced
- Audit usage and trends for resource planning and forecasting
- Work Hours: Defines default working hours and exceptions
- Resource Calendar: Shows overall availability including time off
- Bookable Resource Booking: Time off is treated like a booking block
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