Business Central: Send an appointment from Job Planning Line

Feature

In addition to using Business Central in Outlook, a feature that I think is interesting is that of being able to send an appointment to the planned resource directly from the job planning lines.

This is not comparable to the mail sending functions present in the service module (there are some limitations) but it is still interesting and useful; we are moving towards project management and not just jobs … next step: send the task directly to MS Project for resource pool scheduling?

 

Activation

To activate its management (otherwise you will not see the Outlook option visible), you need to enable the new email-scenario management.

If sending the email does not work for various reasons (AAD, different email, SMTP setting etc.) it is always possible to download the appointment file with the Outlook appointment and manually send it to the user.

Small thing but that could be useful for project management, I point out.

 

Email scenario

  • Job Planning Line Calendar Scenario

 

Job Planning Lines

  • Outlook action is visible on Job Planning Line

 

Send to Calendar

  • Create a calendar appointment for the resource in each job planning line

 

After the Click > en emal was sended to planned users

 

If you accept, the appointment is logged in Outlook

Share and Enjoy !

Shares

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.