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Set up Service Scheduling

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You can set up service scheduling from the Power Platform admin center.

Note

Scheduling in Customer Service Hub is a customer-driven update. You need to avail and enable the service scheduling package, which also includes the Universal Resource Scheduling (URS) functionality. For information on released versions, see Released Versions of Dynamics 365 Core Service Scheduling.

Prerequisites

  • Make sure that you have the required security role or equivalent permissions. More information: Manage security roles in service scheduling

  • Ensure your organization has Universal Resource Scheduling 3.2.0.405 or a later version. If your organization has a version prior to 3.2.0.405, then Universal Resource Scheduling installation fails. To check the Unified Resource Scheduling version on your instance, go to Settings > Solutions.

    More information: Schedule anything with Universal Resource Scheduling (Sales, Customer Service, Field Service, Project Service Automation).

    Note

    • If your organization doesn't have Universal Resource Scheduling, the Core Service Scheduling solution installs the latest version of Universal Resource Scheduling.
    • If Field Service or Project Service is already installed on your organization with Universal Resource Scheduling 3.2.0.405 or later version, then Universal Resource Scheduling will also be upgraded to the latest version. Otherwise, the installation fails.
    • The latest version of Universal Resource Scheduling might not be compatible with the older versions of Field Service or Project Service.

  • Ensure your organization has Customer Service Hub application.

Set up scenarios

How you set up service scheduling differs, based on the following scenarios:

See also

Overview of Service Scheduling

Service Scheduling FAQ