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Common actions

Pushing data to Dime.Scheduler is at the heart of the integration. In Microsoft Dynamics 365 Business Central, you do this through actions that are added to both entity cards and lists.

Common list actions include:

  • Send selection
  • Send all

Both list actions are available in the following pages:

Common card actions include:

  • Send entity
  • Delete entity

Send record​

You can send a record to Dime.Scheduler at any time. If the record doesn't exist yet, it is created; otherwise, it is updated.

Send record

With the default behavior, each record in the tasks grid becomes a task in Dime.Scheduler.

Send selected or all records​

To send records in bulk instead, open the list, click More Options, then Actions. In the Dime.Scheduler menu, choose to send the selected records or send all of them:

Send records

Delete record​

You can remove an item from Dime.Scheduler even after it was sent earlier. The combination of SourceApp, SourceType, and the entity's No. field identifies which item is stored in Dime.Scheduler.

If no appointments have been planned, you can run this action safely: the item and its associated tasks are removed from Dime.Scheduler. If appointments have been planned, you may get an error indicating that a planning exists. To override this behavior, switch off the Check Appointment on Delete flag on the Dime.Scheduler Setup page in BC.

Check appointments

Keep in mind that removing an item from Dime.Scheduler does not remove it from BC.

The reverse is also true: removing an item in BC does not remove the corresponding item in Dime.Scheduler. Removing an item from BC without removing it from Dime.Scheduler results in phantom jobs, and Dime.Scheduler will be unable to write back planning data for jobs that no longer exist in BC.