Rating Models and Rating Values are attributed to Bookable Resources in Dynamics 365 PSA and Field Service. Out-of-the-box, there are 3 Rating Values – Familiar, Good & Proficient. But obviously, you want to customize to have your own.
This is a tricky change and this post will exactly describe before you end up doing something wrong.
If you think all you need to do is add a Rating Value to the Rating Model and save, it won’t work
Because when you do this, the Value field is locked and you can’t enter anything and just saving the record with the name of the Rating Value will result in the error as shown below
Update Max Rating on Rating Model
So, the right way to do it is to update the Max Rating Value on the Rating Model record.
As soon as I save the record, see the an additional Rating Value appears. And in fact, these are the new records that were created when you updated the Max Rating Value and not that the old ones were renamed to ‘Enter rating label here…’
Note: You can simply enter the record and update all the Ratings inside to the corresponding values.
What happens to existing Ratings used for Resources?
They are all there but have been deactivated, if you query all the Rating Values as is, you’ll see the ones created due to the change we did above and the ones that already existed were suffixed with “[Inactive]” label. See below –
Well, since these are all the new records created, the old ones are ‘Deactivated‘. What remains with the existing Bookable Resource Characteristics records are the Inactive ones.
To update these, you can do a simple Advanced Find by querying one of the inactive Rating Values and updating them using Bulk Edit to set the new one.
- Query the inactive ones
- And simply Bulk Edit to update the Inactive ones
By the way, if you want to Bulk Clear and start fresh, you can check my blog on Bulk Clearing fields using Advanced Find here – D365 Quick Tip: Bulk Clear field values
Hope this helps you!