Create Activities

User can save the schedule as Routes and Activities in the Dynamics 365 using ‘Create activities’ button.

The user can create the following activities:

  • Appointment

  • Service Activity

  • Bookable Resource Booking

User can also select the option of ‘Create Route(s)’ in order to save the planned routes into ‘Route’ Activity Entity.

To make the option of Bookable resource booking visible, user needs to enable the OOB or any custom entity to create the bookable resource bookings.

Go To Detail Map: Using this button user can go back to the Detail map.

All the scheduled data will be cleared, if ‘Go to Detail Map’ button will be used. To save the schedule created, user can use the option of 'Create Activities'

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