Earlier, field agents could check in and check out for appointments using the Dynamics 365 map plugin. However, we are now adding an additional feature called “Pending Check-in and Check-out.” With this feature, you will be able to view a list of pending check-ins/check-outs, and the user will need to provide a reason for any late check-ins. Here’s how the feature works:
1. First, go to the Map > Plot and select the entity, such as appointments.
2. Next, click on the “Search” button, and the appointment will be plotted on the map.
3. Then, click on any appointment pin and select the “Check-in” button from the right panel.
You need to select the Pending Check-In view, where you can see all the pending check-ins.
The first is to select the pending check-in and click on the Approve or Reject button. Here, the admin can perform this action on bulk data.
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