Appointment Sync from Outlook and Dynamics Appointments to Schedule Board

With Wave 1 2021 Microsoft has released a revised integration of Appointments into Resource Scheduling.

After setting ‘Scheduling Parameter’.’Include Appointments’ to Yes, you’ll see all Dataverse Appointments on your Schedule Board including their colored Appointments Status. And that in between your other Bookings coming from Work Orders or Custom Entities etc.:

Screenshot of the schedule board with appointments.
Source: Microsoft
  • Appointments that were tracked from Outlook
    “Dataverse appointments can also originate in Outlook, and be synced to Dynamics 365 if server-side synchronization has been set up. An Outlook appointment must be manually assigned the special Tracked to Dynamics 365 category so it appears as a Dataverse appointment record.”
  • Appointments from Service Calendar
  • CRM/Dataverse Appointments coming from Timeline or other Activity entries
    “Appointments will be visible on the new schedule board for the required attendees and the owner, as long as they are set up as bookable resources.”

Consider:

  • Appointments can’t be moved in Schedule Board
  • can be deactivated for certain Resources in ‘Bookable Resource’.’Include Appointments’
  • RSO respects the Appointments
  • Schedule Assistant (Find availability) will also respect it (coming wave 2 2021)
  • “Appointments marked private in Outlook will not show their subject on the schedule board”

Source & more information:

https://docs.microsoft.com/en-us/dynamics365/field-service/appointment-scheduling

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