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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Creating booking in Fi...
Service | Customer Service, Contact Center, Fie...
Answered

Creating booking in Field service using Power Automate/LogicApp

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Posted on by UADev 15

Hello, I am new to Field Service and wondering if can get some assistance with the creation of the booking in FS using PowerAutomate/Logic App which will be called from a public facing site (to select a timeslot to make request in FS for booking scheduling). 

Can I be confirmed the following (3 Qs):

1) Expected Inputs from public site: 
- Booking Date and Time (i.e. available in FS - using SearchResourceAvailability API), Resource Name/ID (that already exists in the FS), First Name, Last Name, Email Address of the submitter (i.e. Contact/Client).

Any other parameter to be including in the request from site to CRM (for http post to Logic App)??

2) What all records need to be created in FS (in D 365) based on above request. 

- Contact
- Account
- Work order
- Bookable Resource Bookings

Anything else??

Also, Is it possible to give a different color (in Schedule board) of the above booking made via online/site submission??

Thanks in advance.

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi UADev,

    What all records need to be created in FS (in D 365) based on above request:

    There is no other entity record is required except you mentioned.

    Any other parameter to be including in the request from site to CRM (for http post to Logic App)?

    There are some required fields to create the records of these entities except you mentioned. You can open your form of these entities in FS to check and then you can provide these fields form your website or just hardcode them in the power automate(logic App).

  • Suggested answer
    TechLabsMatt Profile Picture
    TechLabsMatt 15 on at

    Hi UADev the answer given already seems to resolve this issue for you, but I see that you also mentioned about being able to have a different colour item on the schedule board if booked from this approach?

    If you’d like to do that, one option would be to create a new booking status type and in your flow to create the bookings, set to this new booking status. When booked through other methods, use the original booking statuses to create a differential between jobs booked via the public site vs those booked internally.

    There is a good article from Priyesh on D365 Demystified site about how to do this that’s worth you checking out as it covers how to create new booking status and set colour shown on the schedule board - www.google.co.uk/.../

    Hope this helps?

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