Book an appointment

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Posted on by Shaun Hawkshaw

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Hi All,

I am struggling to get the "book"button on the appointment form. Without this, you need to create a resource requirement separately and is a very manual process.

I have followed this process:

https://community.dynamics.com/crm/b/crminogic/archive/2018/05/30/appointments-on-schedule-board-in-dynamics-365-field-service

Everything is setup as such but no book button shows up on appointment. Has there been something that has changed or any setting that needs to be added?

Please help, quite urgent.

Thanks so much.

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LuHao 40,892 on at

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Hi Shaun,

What is the version of your Universal Resource Scheduling?

You could see it in the solution list.

Noted that the Book button will only appear in one of the unified interface and web client, not both.

Please refer to this post:

[View:~/365/fieldservice/f/764/t/348123:320:50]

Since D365 in your shared blog is the web client, the new D365 is now the unified interface, so please follow the steps in my shared post to set it up again.

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Shaun Hawkshaw 977 on at

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Hi Lu,

Thanks for your response. I have gone into customer service (web) and customer service hub (UI) and on the appointment I dont see the book button.

Below is my version:

Thank you

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LuHao 40,892 on at

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Hi Shaun,

Since the version of your Universal Resource Scheduling is 2.4, the Book button does not appear in the unified interface.

But it should appear in the web client.

I tested it in my D365 with the same version of URS, I can see the Book button in the customer service.

Please note that you have to save the appointment before you can see the Book button.

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Shaun Hawkshaw 977 on at

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Hi Lu, thanks for your response.

How do I view the web client? When I click on the web client. Mine looks like this. Message about being legacy but still looks "Updated".

Thank you.

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Shaun Hawkshaw 977 on at

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Hi Lu, any ideas?

Also, how do I update to newer version?

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LuHao 40,892 on at

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Hi Shaun,

If you want to enable the web client, please refer to my post:

[View:~/365/customerservice/f/763/t/351045:320:50]

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Shaun Hawkshaw 977 on at

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Thank you so much, i can now see the book button.

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