Aprile 11, 2021

Get started with Dynamics 365 Service Scheduling

The new scheduling experience in Customer Service Hub is now live. It is powered by Universal Resource Scheduling and provides an efficient way to schedule resources for service activity. It considers the availability of employees, facilities, and, equipment to plan schedules accordingly. It also helps customer service organizations improve service quality by preventing over-scheduling.

If you use Dynamics 365 for Customer Service Enterprise, Customer Engagement Plan, or Dynamics 365 Plan licenses, get started with the new service scheduling by following the steps below:

To enable the functionality in your org,

  • Sign-up to enable service scheduling on your org.
  • Some pre-requisites are:
    • The org must be new or reset, Dynamics 365 for Customer Engagement or later.
    • The org should have Customer Service Hub, version or later.
    • The org should have Universal Resource Scheduling package, either version higher than or the org should have no Universal Resource Scheduling package installed.

Note: Once the new service scheduling is installed, your access to legacy service scheduling will be cut-off in the current organization. We recommend you to first opt-in your sandbox instance and test all your use cases, and then go for production instance.

Note: The new service scheduling only works as a Unified Client application. To access the new functionality, go to Customer Service Hub, expand the sitemap and then navigate to Scheduling.

Experience the new Service Scheduling

The new service scheduling functionality brings in the URS entities – such as Resources, Resource Categories, Fulfillment Preferences, Organizational Units etc.  – and retains legacy service scheduling entities such as Service, Service Activity and Facilities/Equipment.

Set up resources

Set up resources of type Facilities or Equipment so that they can be consumed within scheduling. Once you set up a resources record, you can define its capacity and workhours, which helps in scheduling a service.


Set up a resource


Monthly calendar


Set up resource categories

Set up resource categories to include resources under various groups into categories.

This approach allows admins to define service criteria flexibly without having to hardcode a resource in the criteria.


Set up resource categories


In the below example, while scheduling a Service Activity of the type ‘Ad-hoc bike service’, schedule board would show option to include 1 repair center and 1 workbench


Resource Requirements tab on Service record


Set up services

Set up services to define the resource criteria that needs to be applied for scheduling a service activity.

Create and schedule a service activity

Create a service activity by choosing a predefined service. As you select ‘Book’, schedule board is launched to show the list of resource options that are applicable for the given requirement.


Create and schedule a service activity


The schedule board lets you use ‘Schedule Assistant Filter’ to narrow-down results to suit a specific customer need – based on time slot, organization unit, required resource etc.


Schedule Assistant filter


Learn more about Scheduling


We are eager to see how the new scheduling experience helps you transform your scheduling experience, and look forward to your adoption and feedback!



Vamsi Korlepara, Shubham Jain

Dynamics 365 for Customer Service


source https://blogs.msdn.microsoft.com/crm/2018/11/22/get-started-with-dynamics-365-service-scheduling/

About The Author

Giorgio is CEO of Crionet, a Microsoft Partner IT Company based in several countries worldwide, that manages the group Crionet Sports, Crionet Media and Crionet Services. He is one of the most qualified consultant and trainer in Italy starting as MCT since 2003. He has got also excellent skills in web development (.NET) and Databases (SQL). Today he works as "high profile" consultant on Dynamics 365 Platform (CRM). Crionet provides technology services for International Sport Events around the world. MVP since 2008.

Related posts