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Find the next available time before creating a service activity (Customer Service)

Avoid conflicts while scheduling services by finding the time the resources are available beforehand.

  1. Make sure you have the Scheduler 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. Go to Service > Service Calendar.

  3. Click Schedule.

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

    Hovertips provide hints about what to enter.

    • Under Requested Time, select criteria for the times you want:

      • To search for a time on a specific date, in Start Date, select Specific Date, and then enter the date you want.

      • To search within a range of dates, select Range of Dates, and then enter the On or After and On or Before dates. You can also select specific days of the week.

      • You can also search for times based on dates relative to the current date, such as Today, Tomorrow, This Week, Next Week, or Next Month.

      • Similarly, to search within specific range of time, in Start Time, select Specific Time, Range of Times, or Morning, Evening, Afternoon.

      • Do not clear the Use Default Duration check box and change the duration unless you want to schedule more time than the default duration of the service. The maximum duration of a service activity is 10 days.

  5. Click Find Available Times. The next available times are shown.

  6. Under Available Times, select the time for which you want to schedule the service activity, and then click Schedule.

    The Schedule Service Activity form closes, and Microsoft Dynamics 365 fills in the information from the selected time in the Service Activity form.

  7. Type or modify information in other text boxes, as required.

    Hovertips provide hints about what to enter.

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

    The service activity appears as a color block on the Service calendar.


Tip

If you want to find an available time without any time restriction, do not specify any criteria under Requested Time, and click Find Available Times.


Applies To

Dynamics 365 (online)

Dynamics 365 (on-premises)

Dynamics CRM Online

Dynamics CRM 2016

Dynamics CRM 2015

Dynamics CRM 2013