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Field Service - Work Order to Bookable Resource Booking mapping

  • 1.  Field Service - Work Order to Bookable Resource Booking mapping

    GOLD CONTRIBUTOR
    Posted Jan 30, 2020 10:45 AM
    Hi,

    When click BOOK button within a Work Order allows the user to schedule a Work Order.  I expected that the Work Order 1:N Bookable Resource Booking would cater for mapping fields between the two entities, like Lead to Opportunity.  On the Mappings tab, I've added some mappings between custom fields that need to populate when a user clicks BOOK.  These aren't working.  I'm using this 1:N relationship on work orders:


    Am I using the wrong relationship?

    Thanks,

    Stewart

    ------------------------------
    Stewart Tranter
    Business Systems Manager
    TCL Group
    Derbyshire, UK
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Field Service - Work Order to Bookable Resource Booking mapping

    Posted Jan 31, 2020 03:27 AM

    You are doing it correctly Stewart!

    ​Instead of using the Book button, try creating the booking for the work order by adding it via the booking sub-grid on the work order form. I have added several additional mappings before and it has worked as expected.  I typically add bookings via the sub-grid on the work order or by dragging and dropping on the schedule board so I wouldn't have noticed if the Book button did not honor the mappings. So I just test the Book button in the latest version of field service and as you have already noticed it does not honor the mappings, but it does if you use the sub-grid which makes sense since this is OOB behavior. Field Service has additional features like this across the product and in most cases it does honor the mapping relationships, so I would put in a support ticket MS and find out if this is intentional or a bug. In the meantime you can create a workflow or flow to back fill the data once the record is created.



    ------------------------------
    Rob Pike
    RSM
    Minneapolis, MN
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Field Service - Work Order to Bookable Resource Booking mapping

    GOLD CONTRIBUTOR
    Posted Jan 31, 2020 05:34 AM
    Hi Rob,

    Thanks for your reply, the behaviour is exactly as you describe.  I'm going to log a support ticket with MS as yours need the full functionality through the BOOK button.

    Thanks,

    Stewart

    ------------------------------
    Stewart Tranter
    Business Systems Manager
    TCL Group
    Derbyshire, UK
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Field Service - Work Order to Bookable Resource Booking mapping

    MICROSOFT MVP
    Posted Jan 31, 2020 06:05 AM

    Hi Stewart!

    Not sure you need to log a support ticket, you are probably looking at the wrong relationship.

    Try looking at the mapping between your schedule entity and the Resource Requirement instead. I've written shortly about it at the end of this blogpost: https://saralagerquist.com/2019/01/14/get-started-with-universal-resource-scheduling/

    Hope this helps!



    ------------------------------
    Sara Lagerquist
    Power Platform Consultant
    CRM-konsulterna
    Stockholm
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Field Service - Work Order to Bookable Resource Booking mapping

    GOLD CONTRIBUTOR
    Posted Jan 31, 2020 06:27 AM
    Hi Sara,

    This is interesting.  There is a 1:N relationship to Bookable Resource Booking and an N:1 relationship.  Do I need to create the fields I need mapping on the resource requirement entity and then map from Work Order to Resource Requirement and then from Resource Requirement to Bookable Resource Booking?

    Stewart

    ------------------------------
    Stewart Tranter
    Business Systems Manager
    TCL Group
    Derbyshire, UK
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Field Service - Work Order to Bookable Resource Booking mapping

    MICROSOFT MVP
    Posted Jan 31, 2020 08:02 AM

    What fields do you want to map? If you have to create new ones there might be things that have to be changed in the Scheduling Assistant filters so they are used in the query itself, but let me know what fields and I'll try to guide you.

    This is the relationship you do it from (Work Order 1:N Resource Requirement):



    ------------------------------
    Sara Lagerquist
    Power Platform Consultant
    CRM-konsulterna
    Stockholm
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: Field Service - Work Order to Bookable Resource Booking mapping

    GOLD CONTRIBUTOR
    Posted Feb 04, 2020 04:25 AM
    Hi Sara,

    I've created several custom fields on the Bookable Resource Booking entity that need to be populated from fields on the parent Work Order.  Do I need to modify the relationship you mention  and one to the Bookable Resource Booking?

    I've also logged a call with MS to investigate this behaviour.

    Stewart

    ------------------------------
    Stewart Tranter
    Business Systems Manager
    TCL Group
    Derbyshire, UK
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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