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Dynamics 365 Community / Forums / Field Service forum / filter what bookable r...
Field Service forum

filter what bookable resource bookings sync to outlook

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Posted on by smcconnell 341

Hi All,

is it possible to add filter critea to the sync of Bookable Resource Bookings to Outlook?

currently there seems to only be an option to enable or disable the sync.

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  • Suggested answer
    Al Iggs Profile Picture
    Al Iggs on at
    RE: filter what bookable resource bookings sync to outlook

    Be careful, this feature is deprecated: docs.microsoft.com/.../manage-project-bookings-office-365-calendar

    And please, don't shoot the messenger...

  • Fannie30 Profile Picture
    Fannie30 2,990 Moderator on at
    RE: filter what bookable resource bookings sync to outlook

    Yes, but that's for PSA v1.x and 2.x.  With the D365 App for outlook you can sync them by adding them to the app, but I haven't toyed around with what to sync.  However, since it's an app, you can probably just use the views.  I'm actually testing that this week and blogging about it.  

  • smcconnell Profile Picture
    smcconnell 341 on at
    RE: filter what bookable resource bookings sync to outlook

    Hi Scott, thanks for reply.

    what im trying to do specifically is stop certain Bookable Resource Bookings from syncing back to Outlook based on field critera.

    so can we stop the sync if Status Reason = "X", and allow the sync if Status Reason = "Y, W etc"?

  • Al Iggs Profile Picture
    Al Iggs on at
    RE: filter what bookable resource bookings sync to outlook

    Hi Scott, the message that I got was that this is a URS feature and thus the deprecation will not only affect PSA 1.x/2.x (on my instance the sync is no longer working, which seems to prove the deprecation). Have also asked the PMs for a clarifying post. Do you have different information?

  • Fannie30 Profile Picture
    Fannie30 2,990 Moderator on at
    RE: filter what bookable resource bookings sync to outlook

    I swear I had bookings synching to outlook with the D365 App for Outlook and some additional configuration.  I'll look again.  I just had a talk with PM team about 3 weeks ago asking about booking info showing up in Outlook and configurations around it.  Let me get that email and ask a clarifying question.  I can add you to it, if you'd like.

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