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,

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
Suggested answer

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