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Microsoft Dynamics CRM (Archived)

How to tell if a user has a scheduled activity

Posted on by 495

Hi all,

A feature that used to be in the Classic interface but is missing in UI was a pop-up warning if you attempted to schedule an activity for a user and the user was busy at that time. I submitted a bug to MS and they confirmed it but had no ETA for a fix.

I've been trying to come up with a way using Business Process Flow or even a real-time workflow to perform the same check but with only limited success, and require a no-code or very low code solution. 

In my BPF I have a step where one user can select a requested user and a requested time which get stored in fields on the opportunity entity. I've found a workflow utility that lets you run queries as a workflow step and can check if a specific user has an appointment with a specific start time, but it has to be a direct match. If user B is already scheduled at 4 PM, scheduling at 4 PM will trigger a warning but 4:30 won't.

Is there a built in function somewhere that checks for availability?

Side note: I've already looked into Universal Resource Scheduling but that's turned into a dead end.

Thanks!

*This post is locked for comments

  • Rob Landolt Profile Picture
    Rob Landolt 495 on at
    RE: How to tell if a user has a scheduled activity

    Thanks, David. The Book Action looks like what I'm after. I'm not a developer but I'll see if I can brute force my way into getting it to work. I don't suppose there's a way to use a D365 custom action or something similar to utilize this, is there?

  • Verified answer
    David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: How to tell if a user has a scheduled activity

    You'll need some code to do this. The easiest way is to use a Book Action to try an book the appointment. This will either successfully create the appointment if there are no clashes, or will give information in the ValidationResult if there is a clash

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