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Create a customer service schedule and define the work hours

To define when your service or support team is available for providing support to customers, create a customer service schedule in Microsoft Dynamics CRM. A customer service schedule determines the business hours for each day in a week and also the weekly off. Microsoft Dynamics CRM uses these details for time tracking of service level agreements.

For SLA time tracking, make sure you add a holiday schedule to the customer service schedule, and associate this customer service schedule to the SLA record.


Note

For Microsoft Dynamics CRM Online organizations, this feature is available if you've applied product updates for CRM Online Spring '14, or if you've installed the CRM Online 2015 Update.

For on-premises CRM organizations, this feature is available if you've installed CRM 2013 Service Pack 1, or if you've updated to CRM 2015.
Interested in getting this feature? More information: Find your CRM administrator or support person


Create a customer service schedule

  1. Make sure that you have the Customer Service Manager, System Administrator, or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don't have the correct permissions? Contact your system administrator.

  2. Follow the steps for the app you're using

    If using the CRM web application

    1. On the nav bar, choose Microsoft Dynamics CRM > Settings.

    2. Choose Settings > Service Management > Customer Service Schedule.

    If using Microsoft Dynamics CRM for Outlook

    1. In the Navigation Pane, expand your organization, and then choose Settings > Business > Service Management.

    2. Choose Customer Service Schedule.

  3. To create a new customer service schedule, choose + New.

    -OR-

    To edit a schedule that you already have, in the list of records, select the schedule, and on the command bar, choose Edit.

  4. In the Create Customer Service Schedule dialog box, in the Name box, type a meaningful name for the schedule, like “APAC Customer Schedule”, and choose Create.

  5. In the Weekly Schedule dialog box, under Set the recurring weekly schedule section, follow these steps:

    1. For work hours, select one of these options:

      • Are the same each day. The schedule is the same for every day of the week. After you select this option, to select the days of the week that the customer support is available, choose Set Work Hours.

        To set the work hours for the days, choose Set Work Hours. For more information, see the Define work hours for the customer service schedule section in this topic.

      • Vary by day. The new schedule is different for one or more days of the week. After you select this option, select the days of the week that the customer support is available, and also specify the work hours for each day.

      • 24 x 7 support. The customer support is available 24 hours a day, and all days a week.

    2. For Work Days, select the check box for each day that the customer support resources will be available and working.

    3. For Holiday Schedule, select Observe to specify when your service organization will be closed.

      If you selected Observe, select a holiday schedule from the lookup box. More information:Set up a holiday schedule

  6. Under Select the time zone, in the Time Zone drop-down box, select the time zone in which your customer support resources will work.

  7. Choose Save and Close.

Define the work hours for the schedule

In the Set Work Hours dialog box, complete the following fields, and then choose OK:

  • Start

    Select the time the work day starts.

  • End

    Select the time the work day ends.

To add a break in the work hours, like a lunch break, choose Add Break, and then select the start and end time of the break.

 
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