To set the Schedule Assistant to default to the Gantt chart view instead of the List view, click the three dots (•••) on one of the Schedule Boards and select Board Settings. Within Board Settings, click the Edit Defaults hyperlink…
How to use the ‘Resource Scheduling – Apply work templates for resources’ Action within Power Automate
We had a requirement to automatically set the work hours of a Bookable Resource through Power Automate To do this you will need to use the ‘Unbound Action’ called msdyn_applyworktemplateforresources The action requires two values: Below you can see that…
How to filter Bookable Resources by Project on the Schedule Board
Within in the Schedule Board Settings in the ‘Filter Layout’ xml you need to add the Projects option to allow users to search for the project. I have highlighted the xml I added below: Next you need to edit the…
How to convert Managed components to Unmanaged
The scenario I encountered involved merging all of the client’s unmanaged components into a single solution and importing this solution into an empty environment. However, I discovered that they also had custom components imported into their Dev environment as a…
How to use private Microsoft Custom API’s within Power Automate
In my scenario, I sought to utilize a specific Custom API provided by Microsoft. However, I encountered an obstacle as the Custom API was designated as private. I aimed to incorporate the Custom API shown below into my Power Automate…
How to Auto Approve Time Entries, Expenses and Material Usage Logs
*Note – 14/01/2025* – Microsoft suggest to use the unbound action – msdyn_ProcessProjectApprovalSets to approve Approval Records. Parameter name Type Description ProjectApprovals Collection(mscrm.crmbaseentity) A list of project approval records to process ActionType Edm.Int32 The action to perform on the given…
Azure DevOps Pipelines – How to migrate Calendar Rules using PowerShell
I successfully migrated Bookable Resource and Work Hour Template Calendar Rules between environments using the following approach: Firstly, I inserted the connection details for both the source and target environments. Then, I utilized Microsoft functions, starting with ‘GetCalendar,’ which retrieved…
Resco CRM – How to open a specific form by name
We intended to open a specific Product form, distinct from the default one, when clicking a view button. Since using a ‘Select Form’ rule was not viable, we opted for the following code solution. When employing the ‘FormManager.showEditDialog’ function, we…
How to retrieve the record Id of the parent form using (Form Component Control)
We were initially tasked with displaying a list of Work Order Incidents that are associated with the Resource Requirement, which, in turn, is linked to the current Booking record. To fulfil this requirement, we utilized the Form Component Control feature…
Resco CRM – Plug-in Assembly example
I recommend reading the Resco documentation on plugin assemblies here to ensure proper project setup before coding. In Resco CRM, you must create a new process and call it within the process to activate a plugin. See the example below:…