Scheduling - Do you know how to book developers for a project?
  v32.0 Posted at 11/09/2020 2:09 PM by Penny Walker

​​​It is the responsibility of Account Managers​ to book developers for known client work, however anyone can book a developer, including the developer themselves. Also if a developer notices they should be booked, but there's nothing in their calendar, and they can't figure out the below, as a minimum they should ask the Account Manager to book them.​

​To book a developer:

Prerequisite: Install the Dynamics Add-in​.​

Create new appointment in CRM
Figure: Using the Service Calendar, you can see who is and is not available at a given time

There are a few different ways of booking developers for project work, either via Outlook or the browser.​

Option 1: Use the Outlook Calendar and "Set Regarding" (recommended)

This is generally the easiest way for developers to book themselves in as they don't need to leave outlook and 90% of the steps will already be familiar to them.

  1. Create a new Outlook appointment and give it a relevant subject
  2. Select required resources if there are other people working with you or if you're booking for someone else
    1. ​​​​Note: if you're booking for someone else, just have them in the To box of the appointment​. If you're booking yourself AND someone else, have both of you in the To box.
  3. Set the time and location for your appointment
  4. Set the recurrence if it’s more than 1 day of work
  5. Click "Dynamics 365" on the ribbon which will open a side panel and click on "Set Regarding" then search select the company that you want to book the developers to work on (this is the step that syncs it with CRM)
Figure: A complete appointment booking Brendan​​ to work for SSW for 5 days

​​Option 2: CRM Activity Appointments 

This is a backup option for anyone who doesn't have access to Outlook with the CRM add-in.

  1. Create new appointment in Dynamics 365 Online 
Dynamics-Calendar-App.jpgFigure: Click Appointment to create a new appointment in CRM

  1. Set the Subject
  2. Select the resources that you want to book
  3. Select the client that you want to book the developers to work on
  4. Set the location
  5. Set the Start and End times
  6. If the booking is for more than 1 day, click “Recurrence” and set the frequency​

Tip: If you do not want the to block your calendar, you can change the orgainzer and owner to the developer you are booking. It will still track to the ​​Service Calendar, but wont add it to your personal calendar, only the developers.​

Figure: A complete CRM Appointment for a 1-day booking

​Adding Tentative Bookings

Sometimes you may want to reserve a consultant for an appointment but are not able to confirm with the client immediately. In this case, create a Tentative Booking which reserves the consultant for the period of the booking without assigning t​​h​em to the client account. The purpose of a Tentative Booking is to reserve a consultant and trigger a conversation between Account Ma​nagers if the consultant is required on confirmed client work over the same period.

To create a Tentative Booking:

  1. Follow the same steps above to create the Appointment​
  2. Instead of choosing a client account for 'Set Regarding', choose the company (E.g. "ssw.pencilledin").

Tip: Create a "Booked In Days" Report and make the Tentative Bookings display obviously (E.g. A grey color), so Account Managers can easily see it​​ if they need to use that time.​

Adding Internal Bookings

If a developer is needed for non-billable work (E.g. Urgent internal work), or travelling to teach public training events, their time should be blocked out so it shows as unavailable for client work.

To book someone for internal work:

  1. ​​​​Follow the same steps as above to create the Appointment
  2. Instead of choosing a client account for "Set Regarding", choose your own company (E.g. "SSW").
Figure: Internally Booked days show as black and Pencilled In days show as grey​​​​

Using a Sub-Folder to book appointments

​If you have a lot of staff, it can be useful to use a sub-folder to make your bookings to stop them from covering your every day calendar making it hard to read.

Unfortunately, you cannot use a sub-folder to track appointments in Outlook. You need to create a whole new email account and then add it to your Outlook folder.

For example at SSW we use the account crmtimeprosync@ssw.com.au​ to add appointments to our Service Calendar:

Appointments tracked from Outlook desktop.pngFigure: Appointments tracked from with Outlook desktop​

How to set it up​

Open browser’s incognito mode | go to https://outlook.office.com | logon with the crmtimeprosync@ssw.com.au account
For Outlook Desktop
     Go to Files | Add an account | Restart Outlook once it completes 
Add account.jpg
    Figure: Add crmtimeprosync@ssw.com.au to your Outlook

​please note you will need to get the password from your friendly SysAdmins.

Related rules

    Do you feel this rule needs an update?

    If you want to be notified when this rule is updated, please enter your email address: