CRM Appointment

If the Activities Kanban view is enabled, move the completed appointment from Completed to Open or Scheduled directly on the Kanban board.

Reopen it from the Activities Kanban view

1. In Dynamics 365 Sales, go to My Work > Activities.
2. On the command bar, select Show As > Kanban.
3. Locate the appointment in the Completed column.
4. Drag it to Open or Scheduled, as appropriate.
5. Open the appointment and confirm that it can be edited again.

The standard Activities Kanban view supports dragging activities between states such as Open, Completed, Canceled, and Scheduled.^1^

If Kanban is not available, it may not have been added to the Activity grid, your security role may not permit the operation, or your organization may use a customized app. Ask the Dynamics 365 administrator to enable the view or provide the organization-specific command.

Dataverse API fallback

Microsoft’s standard activity documentation does not describe a dedicated Reopen Appointment command comparable to the commands available for leads or opportunities. An authenticated user or application with sufficient Appointment update privileges can instead change the appointment’s state through the Dataverse Web API.

For a standard, non-recurring Appointment row, send this request from an already authenticated Dataverse API client:

PATCH https://<environment>/api/data/v9.2/appointments(<activityid>) HTTP/1.1
Authorization: Bearer <access-token>
Content-Type: application/json
OData-MaxVersion: 4.0
OData-Version: 4.0
If-Match: *

{
  "statecode": 0,
  "statuscode": 1
}

This sets:

• statecode: 0 — Open
• statuscode: 1 — Free

The Appointment table supports changing statecode and statuscode through PATCH; completed appointments use state 1 and status reason 3, while Open appointments can use Free (1) or Tentative (2).^2^

A successful update returns 204 No Content. Both fields should be supplied together because Dataverse links state and status-reason values; If-Match: * prevents the request from accidentally becoming an upsert.^3^

If API access is not already configured, give the appointment’s CRM record URL to the Dynamics 365 administrator or developer so they can identify its activityid, environment address, and execute the update with an appropriately privileged account.

For a recurring appointment, do not assume that updating one occurrence will reopen the entire series. Recurring series use the separate RecurringAppointmentMaster table, which also has distinct Open, Completed, Canceled, and Scheduled states.^4^

References

1. Track and manage activities
2. Appointment table/entity reference (Microsoft Dataverse)
3. Update and delete table rows by using the Web API
4. Recurring Appointment (RecurringAppointmentMaster) table/entity reference (Microsoft Dataverse)