News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) Have "payment&quo...

Microsoft Dynamics CRM (Archived)

Have "payment" made to User every time an appointment is completed

(0) Share

Report

Report

Posted on by Ben T

777

We use recurring appointments to keep track of our customer's payments. There is a currency field on the recurring appointment form, and we put the amount due in that field. Once our customer makes their monthly payment, we close the appointment. For each payment our customer makes, a fixed amount will be owed to a specific Dynamics 365 user. I would like that each time we close an appointment (marked as completed), then at that time the amount owed to the user is somehow logged and recorded.

Any thoughts on the best way to do this?

*This post is locked for comments

All responses Img

All responses (2)

Answers Img

Answers (1)

Ben T 777 on at

Like (0)

Report

RE: Have "payment" made to User every time an appointment is completed

Great, sounds like a good solution. Will give this a try. Thanks.
Verified answer

a33ik 84,323 Most Valuable Professional on at

Like (1)

Report

RE: Have "payment" made to User every time an appointment is completed

You can create a custom entity with lookup that points on user and decimal field for storing of amount. Once appointment is closed you can fire a workflow that will create instance of record create before with user and amount field populated.

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2

Martin Dráb 230,198 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans