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I want to know steps how to configure Booking Alerts in D365 Field Service.
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Hi,
I want to know steps how to configure Booking Alerts in D365 Field Service.
What are booking alerts for?
Please check this article, I have explained bit more..
sumedha8.blogspot.com.au/.../how-booking-alerts-work-in-dynamics-365.html
Thanks Thomas for your detailed explanation
OK so,
You click on add on 'New Booking Alert'
You add the Regarding to what Record that the alert is related to
You add Assignee's to who will see the alert on the schedule board.
Due Date is when you expect the task to be finished
The new Booking Alert will appear as an activity on the Regarding Record you specified
The Alert will appear on the schedule board for the Assignee's you specified
I found that Alerts tend to take a while to appear on the Schedule board. If you find that the alert is taking a long time then just wait while for it to appear.
Thanks Thomas for reply. It will be good if you can explain with example.
You open a booking alert from here:
The booking alert will add to the activity list on what ever record you regard it to. Usually its an account.
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