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,
- For new environment, go to Customers service hub > Scheduling.
- For existing environments, install ‘Core Service Scheduling’ solution from Admin center. More information: Install a solution from Admin center
Prerequisites
The org should have Customer Service Hub, version 9.0.5.56 or later. The environment should have Universal Resource Scheduling package, either version higher than 3.2.0.405 or the org should have no Universal Resource Scheduling package installed.
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 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 services
Set up services to define the resource criteria that needs to be applied for scheduling a service activity.
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
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.
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.
Learn more about Scheduling
- Learn more about this feature from the Feature documentation – Service Scheduling guide.
- Learn more about migration from the legacy service scheduling to the new one: Migrate to the new scheduling experience.
We are eager to see how the new scheduling experience helps you transform your scheduling experience, and look forward to your adoption and feedback!
Thanks
Vamsi Korlepara, Shubham Jain
Dynamics 365 for Customer Service
