I want to Book order automatically when saving a work order.

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Posted on by James_Oliver

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Hi,
I am creating a new work order.

Image below is showing an option where I have to manually made the bookings that's what I don't want to do.

I want that whenever I am creating a Work Order, automatically a booking should be made against that Work Order.

Anyone can help?

Thanks in Advance.

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Gabriel Dias Junckes 2,428 on at

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Hi James.

See the RSO docs: docs.microsoft.com/.../rso-overview

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Rocky Pavicevic 100 on at

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Who are you booking it to?

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Dan Gittler - Dynam... on at

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If you are looking to just create a booking for the same resource over and over without looking for availability, you can use flow to create that booking. If you are looking to intelligently schedule to an available resource at an available time, RSO looks like a great approach - docs.microsoft.com/.../rso-overview

There are also ways to use the schedule assistant API through API calls if you dont want users to click anything, but there is also a one click scheduling option called quick scheduling. docs.microsoft.com/.../quick-scheduling

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James_Oliver 186 on at

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Hi Dan,

In my case I don't have to look for availability. How can I create a flow so that when ever I create a work order booking should be made automatically.

Thanks.

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Dan Gittler - Dynam... on at

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Hi James. Here is a doc that gives an example through a different scenario but should get you going - Create a cloud flow with Dynamics 365 (online) - Power Automate | Microsoft Docs

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Fannie30 2,990 Moderator on at

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I agree with Dan Gittler - Dynamics Field Service ....if you don't need to look at availability and you want to book to a resource, then just come up with the logic and use PowerAutomate

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