Using Microsoft Flow to allocate Outlook meetings on the schedule board in Dynamics 365 Project Service Automation

March 2 2019

Often there are team members who need to set up allocations on the schedule board in Dynamics 365 Project Service Automation (PSA) directly as soon as they book an appointment or have a meeting invite. This can be important so that other members of the team know right away when someone is scheduled, avoiding the risk of overbooking. In this article, I'll detail the steps to mitigate this risk using Flow and support an essentially limited number of users.

Mitigation

Though there is an out of the box solution for marking an appointment in the Outlook calendar from the schedule board the reverse isn't possible OOB. Flow helped me here. I created a flow between the bookable resource booking entity and the Outlook entity.

1. Login to https://portal.office.com with your credentials.

2. Click on Flow as shown in below image

click_on_flow_from_list_of_options

3. This will take you to the portal where you can mange and create all your Flows:           

portal_to_manage_and_create_flows

4. Click on "+New."

create_a_new_flow_with_new

5. Click on create from blank.

create_from_blank

6. Click again on create from blank.

click_create_from_blank_again

7. Select the Outlook connector by searching the Outlook 365 Connector in the search box as show in the image below.

About Kuldeep Gupta

Kuldeep Gupta is a Project Delivery Head at CloudFronts Technologies and manages our PMO department. As Project Delivery Head, Kuldeep is responsible for delivering complex Projects and working with global teams. His deep technical expertise along with working knowledge of various project methodologies, allows Kuldeep to address project challenges creatively.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (CRM, Operations and Financials) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and roadmap, requirements assessments, project implementation, training, migration to post go live managed services and support. 

CloudFronts’ commenced its operations in the year 2012 to empower organizations around the world, do more with technology. Check out our customer success story here-https://www.cloudfronts.com/customer-success/

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