Skip to main content
Post a question

Notifications

Community site session details

Community site session details

Session Id : Ul97fVZS6SWU5XYknqylCe
Microsoft Dynamics CRM (Archived)

Detecting schedule conflicts

Like (0) ShareShare
ReportReport
Posted on 29 Jan 2019 13:23:04 by 495

Hi all,

In the "Classic" web interface for CRM 9, scheduling an activity will check against a user's CRM calendar and pop up a warning that the user is unavailable at that time. The Unified Interface seems to have lost that functionality. I've entered a ticket with Microsoft and they are reviewing it, but there's no guarantee if or when it will be fixed. In the mean time, I'm trying to come up with an action or real-time workflow to check for an existing activity at the specified time for the assigned user and fire off a Business Process Error if it's filled.

Any suggestions on how to make it work, or other workarounds? This is D365 V9.1 online with UUI.

*This post is locked for comments

  • Alex Fun Wei Jie Profile Picture
    33,626 on 30 Jan 2019 at 00:57:16
    RE: Detecting schedule conflicts

    Hi,

    Then custom workflow and plugin are your temporary solution.

  • Rob Landolt Profile Picture
    495 on 29 Jan 2019 at 20:14:57
    RE: Detecting schedule conflicts

    Hi Alex, thanks for the links. Fortunately business hours and holidays aren't an issue - all I'm really needing to do is check Appointments to see if the owner already has one scheduled when a new appointment is created. It seems like it should be easy, but nothing with D365 ever is. ;)

    And I did get word back from Microsoft, in case anyone else runs into the same issue: "currently this is ‘by design’, but there is a planned implementation for introducing the conflict warning. It is currently scheduled to hit US-based servers in March 2019, but this is a tentative date, so it may vary."

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,626 on 29 Jan 2019 at 15:48:11
    RE: Detecting schedule conflicts

    Hi,

    if microsoft confirmed this functionality is not available in new interface, I am afraid you have to write your own plugin or workflow or js to achieve that.

    Besides the activity date, you might need to check the calendar also( if you want to check for business hour, holiday)

    below links are for your reference.

    nishantrana.me/.../sample-code-to-update-users-calendar-programmatically-work-hours-in-crm-2011

    www.micahzak.com/.../dynamics-crm-calendar-rules

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 293,342 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 232,445 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans
Loading complete