D365 Sales - Update status based on appoitment start and endtime

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Posted on by Sumedha

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Hlo Everyone,

I have a requirement in D365 Sales where I need to update the status of the product table based on the start time and end time of an appointment.
When an appointment is created, I've added a subgrid table named /Appointment Product/ that allows me to choose products and associate them with the appointment. My goal is to update the product's occupancy status to /Booking for Viewing/ during the time slot of the appointment (e.g., 11:00 AM to 11:30 AM). After that appointment's duration has passed, the product status should automatically change to /Available./ This means that during the specified time slot (11:00 AM to 11:30 AM), the product's status will be /Booking for Viewing./Does anyone have idea how to achieve this functionality?

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Leah Ju Microsoft Employee on at

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D365 Sales - Update status based on appoitment start and endtime

Hi Partner，

Maybe you can use workflow to achieve this functionality.

In the workflow, you can use wait condition -Process Timeout, which can tell the workflow to wait for a specific amount of time or until a specific date.

--Settings > Process to create one workflow.

--Wait Condition and Update records:

--wait appointment time

--Update product status

Save and Active the workflow.

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah

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Leah Ju Microsoft Employee on at

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D365 Sales - Update status based on appoitment start and endtime

Hi Partner,

This is my test result:

1)Appointment

--start and end time:

--Related appointment product:

2)Product status change history:

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah

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