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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Best way to have two-w...
Service | Customer Service, Contact Center, Fie...
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Best way to have two-way sync between Schedule Board and Outlook Calendar?

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Posted on by KoJaPD 38
Dear,
 
Since Dynamics should integrate seamlessy with other MS products, it is still unbelievable that two-way sync between Field Service Schedule Board and Outlook Calendar of Resource Bookings and Appointments is still difficult.
Or am I missing some magic configuration that enables this?
 
I have created Resources for all the users, enabled Server side synchronization, configured and enabled mailboxes, , enabled the 'enable appointments' in the schedule board settings, added users to the 'dynamics 365 app for outlook' role, installed the 'dynamics 365 app for outlook' for all users, checked all the synchronization filters and fields...
But still, if I create a ''Bookable Resource Booking'' on a User Resource, the booking does not appear in its Outlook Calendar, and appointments from the user's outlook calendar don't appear on the schedule board...
 
If the answer is ''you have to create flows to do this'', then I am really flabbergasted and I wish I would never have started promoting MS Field Service to do resource planning...
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  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Best way to have two-way sync between Schedule Board and Outlook Calendar?
    Hi Partner,
    You can set 'include appointments' feature, to show appointments on the schedule board：
    Currently, there is no out of the box supported way to create bookings in Field Service and then sync to outlook.
    --As the following blog said, you can create appointments when one resource booking created, then sync appointments to outlook.
    --Or you can use flow to achieve all:
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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