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Running an optimization as a simulation lets admins see what optimization results will look like. Review results closely before setting up a recurring schedule.
The simulation feature also empowers admins to review optimization results before pushing the assignments to all resources, or to discard the results and rerun by adjusting optimization parameters.
There are two ways to run an optimization request in simulation mode:
From the schedule board: Choose a schedule board with the custom web resource for Resource Scheduling Optimization configured. Select the Optimization options, set the optimization parameters and choose Run as simulation.
From the optimization schedule: Open the configuration of an optimization schedule and set Run as simulation to Yes. Publish the optimization schedule and run it.
After reviewing the results a simulation run, you can apply or discard the changes.
Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Microsoft Fabric, Power BI, SQL, and AI community-led event. March 31 to April 2, 2025.
Register todayTraining
Module
Use Resource Scheduling Optimization for Dynamics 365 Field Service - Training
This module explains how to work with the schedule board, booking conflicts, and single resource optimization, and then provides some basic troubleshooting steps.