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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Using CRM as a booking...
Microsoft Dynamics CRM (Archived)

Using CRM as a bookings system.

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Posted on by D365 Freelancer 365

Good day all, I need to create a booking system in CRM. I am looking for some idea's on how to achieve this? I am assuming I am not the only person to have ever done this.

The basic business rules are.

1. Only 1 person can book location at a time ie. booking dates for a location can not overlap.

2. A booking can be one of four type. Eg Type A, B, C or D

3. Prices for a booking are calculated by Booking Type and Location

I look forward to hearing your idea's on this and thanks in advanced.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    You can easily build this type of system in CRM you can always create custom entity and enforce your custom logic, I will suggest you to play with existing solution by setting up a quick trial and see it you can reuse existing functionality.

  • D365 Freelancer Profile Picture
    D365 Freelancer 365 on at

    I should have mentioned, could we use field services to achieve this? Is using field services a good idea to achieve this?

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,211 on at

    Hi sfdjngsnfhdjgnfd,

    Yes field service is the good idea and also it is OOB.

    You can explore more about field service by below link : neilparkhurst.com/.../field-service-user-guide

    Thanks,

    Shahbaaz

  • John Kosobucki Profile Picture
    John Kosobucki 15 on at

    Is there anything link Booking.com capabilities planned for Dynamics Portals?

    thx

  • adatelist Profile Picture
    adatelist 5 on at

    Hello, 

    One good solution is to rely on an existing booking system, such as this tool, and then integrate it, for instance using Zapier. 
    Creating an online booking system from scratch is a very hard task. So, why not using a premade one? 

    Best, 

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