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Finance | Project Operations, Human Resources, ...
Answered

Bookable Resource - Changing the "User" on bookable resource

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Hi there,

Is anyone aware of how we can change the User on the Bookable Resource record? We have a specific scenario where the old bookable resource for the user needs to be updated because they are no longer a contractor and so have joined full-time.

That being said, we do not want to delete the old bookable resource because it will delete all of the previous information for this resource who was billing time as a contractor previously. Now, when we try to create a new bookable resource record, it says one already exists for this User... What is a workaround for this or is our only option to either A) Delete the old Resource record or B) Create a brand new User account for this resource who has joined full-time and create them a brand new resource record?

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  • Verified answer
    Community Member Profile Picture
    on at

    Hi jaydee23,

    Unfortunately, you can’t change User of bookable resource.

    The User field of bookable resource is locked upon Save, and you can’t unlock it, which is by-design.

    pastedimage1614066790153v1.png

    I have tried to use workflow and flow to update it, they are both can’t work.

    In the workflow, the ‘User’ field is greyed out in update properties dialog, you can’t select any value.

    pastedimage1614066893232v2.png

    In the Flow, there is no ‘User’ field in ‘Update a record’ step, which make you also change user.

    So you have to delete old resource and create new again, which may be the only solution to achieve it.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Community Member Profile Picture
    on at

    Gotcha - thank you so much for the info, I really appreciate it!

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