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d365 booking status

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Posted on by johnhob

what is the best method to only allow resources to be in progress in one booking at a time?

we have an issue with engineers not completing current bookings before starting new ones and would like a prompt to remind them that they haven't finished their last booking yet?

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johnhob 20 on at

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RE: d365 booking status

we used to use Resco but find it doesn't play well the new app
John Holmes 260 on at

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RE: d365 booking status

In the Resco app I have a variable that counts the number of open bookings for the resource as an On Load Rule and if the count is greater than 1 then I hide the Status field preventing them from updating to in progress.

Not sure how I will handle this when we migrate to the MS field service app.
johnhob 20 on at

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RE: d365 booking status

good idea but not quite the engineers complete and start their bookings from the fired service app not sure if this solution would work?

sort of function I ideally need is preventing a change of status to in-progress if the resource has booking already in-progress.
johnhob 20 on at

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RE: d365 booking status

not really a training issue a lot if there not alerted they won't see it

it takes more time to go back and fix the issue than not being able to cause it in the first place would be

it solves a lot more issues such as incomplete information not saved due to signal issues
Matt1405 125 on at

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RE: d365 booking status

As it’s more of a training / remembering issue a simple way would to add a final service task of “On completion set job to complete”.
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Thomas David Dayman 11,323 on at

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RE: d365 booking status

Usually this sort of issue is more of a training problem. You could possible have a report to show how many open bookings are still outstanding for each resource. Then you can action of the back of this data.

Or you can create a plugin which fetches any previous datetime bookings to through an error when the fetch retrieves 1 or more bookings in the past which are still open.
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Community Member Microsoft Employee on at

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RE: d365 booking status

Hi johnhob,

You can override the New bookings button behavior by Robbin Workbench and check whether your engineers have unfinished booking using Web API.

If yes, you could open a Popup to remind them. If no, just execute the original function.

You can refer to this blog: How to override out of the box button’s behavior in ms crm – Dynamics 365 CE/Power Platform, PowerApps, Power Automate, Azure by Vishal Grade.