{"id":12500,"date":"2018-07-26T17:53:02","date_gmt":"2018-07-26T12:23:02","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=12500"},"modified":"2018-07-26T17:53:02","modified_gmt":"2018-07-26T12:23:02","slug":"booking-alert-activity-on-schedule-board-in-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2018\/07\/booking-alert-activity-on-schedule-board-in-dynamics-365\/","title":{"rendered":"Booking Alert activity on Schedule Board in Dynamics 365"},"content":{"rendered":"

Introduction:<\/strong><\/h2>\n

Microsoft Dynamics CRM 365 always surprises us with the new features that are being introduced.<\/p>\n

One such feature is \u201cBooking Alert\u201d on Schedule board. Booking Alerts in Field services is an activity type which has ability to show in the schedule board.\u00a0Booking Alert\u00a0is actually an effective alert for the Dispatcher who is working with the schedule board and work orders. It helps the dispatcher to get an alert on the urgent work that needs to be finished and can schedule the work orders accordingly.<\/p>\n

Now there are ways to create \u201cBooking Alert\u201d.<\/p>\n

You can create new Booking Alert directly from the schedule board. Navigate to Field Service -> Schedule Board.<\/p>\n

\"Booking<\/p>\n

Other way to create \u201cBooking Alert\u201d is from the work order.<\/p>\n

Follow below steps for the same:<\/p>\n

1) Create work order either from a Case or an Opportunity.<\/p>\n

For example, navigate to Opportunity -> Create a record -> click on \u201cConvert to Work Order\u201d.<\/p>\n

\"Booking<\/p>\n

2) Navigate to the generated work order and click Other Activities -> Booking Alert.<\/p>\n

\"Booking3) Following screen opens up where you need to fill in the details of the Booking Alert.<\/p>\n

\"Booking<\/p>\n

Regarding:<\/strong> Work order is prepopulated because we have open the booking alert from the work order. Basically Regarding is set to indicate what record the alert is related to.<\/p>\n

Assignees: <\/strong>This is set as the user who needs to be logged in to see the above alert. In our scenario, these would be the dispatchers those people who works in office and not on field. Dispatchers have access to the work orders and schedule board.<\/p>\n

Due Date: <\/strong>This is a Date\/Time field which should be the future date. Due date is the date\/time this Alert will be popped up in the schedule board.<\/p>\n

Once you save the Booking Alert record, Activity record would appear against the \u201cRegarding\u201d that has been set on the booking alert as shown in below screen.<\/p>\n

\"Booking<\/p>\n

Also if you navigate to \u201cStatuses\u201d which is available in the related entities of the Booking Alert record. You would see the below record created.<\/p>\n

\"Booking<\/p>\n

\"Booking<\/p>\n

The same booking alert would appear on the Schedule board as well shown in below screen.<\/p>\n

Note: Booking Alert to appear on the schedule board might some time.<\/em><\/p><\/blockquote>\n

\"Booking<\/p>\n

Dispatcher can perform two actions on Schedule Board:<\/p>\n