Dynamics 365 Quick Tips · Functional Info · Low Code No Code

{Dynamics 365 Quick Tips} Allow Appointment to be Saved As Draft

In today’s blog I will show you how to Allow Appointment to be saves as Draft. One of business requirement was from client to save the appointment as draft which can be later updated.

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Currently we don’t have OOB settings which can be used to enable this feature. To achieve this I am going to OrgDBSettings tools which has many features that can be enabled in Dynamics 365.

To achieve this follow below steps in your current crm instance.

Step 1:

Go to Github repository to download managed solution. Once downloaded, Navigate to settings and solutions then install the downloaded managed solution to your crm instance.

Step 2:

Once imported open the solution and navigate to Configuration tab and you will see list of settings which can be modified for the organization.

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Step 3:

Look for setting with name “AllowSaveAsDraftAppointment” and update value from false to true. publish the changes.

Setting value to True will allow saving draft appointments (isdraft property) using the DeliverIncoming api call. Default value is set to False.

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Once done refresh your appointment form and you will see Save As Draft ribbon button which can be used to save the appoint as draft.

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Hope this helps!

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