Send a Teams Notification (to the assignee) when a Dynamics 365 Field Service Work Order is booked.

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Posted on by TCross

How can I send a Teams Notification (to the assignee) when a Dynamics 365 Work Order or case is Assigned?

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Expiscornovus 33,768 Most Valuable Professional on at

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Hi @TCross,

For a case you can use a trigger on the ownerid field.

Below is an example

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TCross 10 on at

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This worked perfectly. Thank you! Can there be a link in the message to open the case in Dynamics?

Is it a lot more complex to send a Teams message when a Field Service work order is booked?

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Expiscornovus 33,768 Most Valuable Professional on at

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Hi @TCross,

You can create a dynamic link by using your org, appid, your entity name and the row id.

Below is an example

This is HTML, make sure you switch the Message field to HTML mode.

New case assigned to you: <a href="https://@{variables('Org')}.dynamics.com/main.aspx?appid=@{variables('AppId')}&pagetype=entityrecord&etn=incident&id=@{triggerOutputs()?['body/incidentid']}">@{triggerOutputs()?['body/title']}</a>

For work orders you should be able to use the Bookable Resource Bookings and Bookable Resources tables. Below is an example of that.

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TCross 10 on at

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Thank you so much! Again, works perfectly. I'm not clear how to identify the booking in the Teams message. Right now is just, "You been assigned a booking. Please check the schedule board." is there a way to include the any of the highlighted fields in the body?

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