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Sample: Reschedule and cancel a recurring appointment

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This sample demonstrates how to reschedule and cancel appointment instances in a recurring appointment series using the RescheduleRequest message. You can download the sample from here.

Note

This sample applies to both Dynamics 365 Customer Engagement (on-premises) and Dataverse.

How to run this sample

To obtain a local copy of all samples and build them, follow these steps:

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the instance/organization you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you don't specify a connection string in dataverse/App.config file, a dialog opens each time you run the sample, and you'll need to enter information about which instance or org you want to connect to and which credentials you want to use. This dialog caches previous connections so that you can choose a previously used connection.

What this sample does

The RescheduleRequest message is intended to be used in a scenario where it contains the data that is needed to reschedule an appointment, recurring appointment, or service appointment (service activity).

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

  1. Checks for the current version of the org.
  2. Defines an anonymous type to define the possible recurrence pattern values and possible values for days of the week.
  3. Defines an anonymous type to define tbe possible values for recurrence rule pattern end type.
  4. The RecurringAppointmentMaster creates a new recurring appointment.

Demonstrate

  1. The QueryExpression message queries the individual appointment instance that falls on or after 10 days from today. Basically this will be the second instance in the recurring appointment series.
  2. The RescheduleRequest message updates the schedule start and end dates of the appointment.
  3. The SetStateRequest message cancels the last instance of the appointment. The status of this appointment instance is set to canceled. You can view this appointment instance under the All Activities view.

Clean up

Display an option to delete the sample data created in Setup. The deletion is optional in case you want to examine the entities and data created by the sample. You can manually delete the records to achieve the same result.