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Create a service activity without checking for conflicts (Customer Service)

Make sure you provide timely and efficient service to your customers by creating a service activity that defines who will perform the service and when. In Microsoft Dynamics 365, a service activity uses one or more resources to perform a service at a specific time and place. You can create a service activity by finding the next available times of resources for a service or simply without checking for conflicts.

You can force a service activity into a time slot to squeeze another service activity into the leftover time from a previous service activity.

If you save a service activity without finding available times in the schedule, then Microsoft Dynamics 365 displays the service activity in the schedule without checking for conflicts.

One reason to force a service activity into a time slot is to squeeze another service activity into the leftover time from a previous service activity.

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

  2. Go to Service > Service Calendar.

  3. On the command bar, click Service Activity.

  4. On the Service Activity form, type or change information in the text boxes.

    Hovertips provide hints on what to enter.

  5. When you’re ready to save your data, click Save.


Tip

You can record a customer's preferences for a specific time, day, service, facility, equipment, and customer service representative in the customer record on the Administration tab. As you are scheduling a service activity, the customer's preference is displayed in the Form Assistant pane.



Note

  • If at any time before you save this service activity you want to search the schedule for an available time, you can click Schedule in the Actions group to open the Schedule Service Activity dialog box.

  • To check the schedule for conflicts, in Service Calendar, in the Actions group, click Conflicts.