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Add facilities and equipment for service scheduling (Customer Service)

Facilities and equipment are resources you’d use to perform services for your customers. Facilities could be physical spaces like service bays or conference rooms and equipment could be tools or other assets. Add these resources to Microsoft Dynamics 365 to ensure optimal services to your customers.

Add a facility or equipment

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

    Check your security role

    • Follow the steps in View your user profile.

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

  2. Go to Settings > Service Management.

    -OR-

    Go to Settings > Business Management.

  3. Choose Facilities/Equipment.

  4. On the command bar, choose New.

  5. Fill in the information as required.

    • Name. Enter the name of the facility or equipment you want to add for service scheduling.

    • Business Unit. Dynamics 365 enters the business unit automatically. To choose a different business unit, choose the Lookup button and then select from the list.

    • Site. Select the location where the facility or equipment is located.


      Tip

      Make sure the site and the customer are in the same location. Resources for a given service activity should also be located at the same site.


    • Primary Email. Enter the email address of the site manager or equipment manager. If there are any updates or cancellations related to the schedule, facilities, or equipment, notifications are sent to this email address.

    • Time Zone. Select the appropriate time zone to determine availability for the facility or equipment. By default, this is set to the time zone you’ve selected in the General tab of the Set Personal Options dialog box. More information: Set personal options

    • Description. Add details about the facility or equipment, such as the numbers, size, make, or model.

  6. When you’re done, choose Save or Save and Close.

Applies To

Dynamics 365 (online)

Dynamics 365 (on-premises)

Dynamics CRM Online

Dynamics CRM 2016

Dynamics CRM 2015

Dynamics CRM 2013