Skip to main content

Notifications

Service | Customer Service, Contact Center, Fie...
Suggested answer

customize schedule board booking status

Posted on by Microsoft Employee

Can we customize the schedule board booking status to show a popup when the booking status changed?

For example, if the booking status changed to Rejected, to show a popup window to ask the agent to fill the rejection message ?

Or can the Opportunity record open automatically in a separate window when a booking status is changed to Rejected on the schedule board, and make a custom field (rejection reason) required?

  • Suggested answer
    Gabriel Dias Junckes Profile Picture
    Gabriel Dias Junckes 2,435 on at
    RE: customize schedule board booking status

    Hi Mohammad.

    You can set up Booking Business Rule on the schedule board. docs.microsoft.com/.../set-up-booking-rules

    There are a few limitations, check out the documentation.

    Another option is to create a Booking Alert when the status is rejected. It does not stop the user to reject the booking without a reason but leave the task to be completed. 

    If you know what are the reasons for rejection you can create booking statuses, it will also help you with the reports https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-booking-statuses 

    Cheers,

    Gabriel.

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,902 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,336 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans