Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Suggested answer

Auto book a group of resources to a project

Posted on by Microsoft Employee

Is it possible to have a button or a workflow that grabs a group of bookable resources and assign them to a project? We have a requirement to add all the managers to a project and make all of them project approvers. Right now this is being done manually and just looking at easier ways of doing that. Doesn't have to be an OOB method.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Auto book a group of resources to a project

    Thanks for you advice. I ended up creating a MS flow that was able to do what I needed so should be all good now.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Auto book a group of resources to a project

    Hello,

    It's possible. You will need knowledge of JavaScript, Ribbon Customization and a little bit of WebApi to implement your task.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans