Service scheduling overview

Unified Interface-based service scheduling has replaced the legacy service scheduling experience.

The following topics contain information about legacy service scheduling features:

• Create or change a service

• Schedule a service activity

• Add facilities and equipment

• Create resource groups

• Use sites to manage your service locations

• Navigate to the Service Calendar

• Set up a business closure

Note

To set up a business closure, navigate to the Admin portal, as shown in the following screen.

You can also set up service scheduling in Dynamics 365 Customer Engagement (on-premises) 9.1. More information: New features in Dynamics 365 Customer Engagement (on-premises)

Access service scheduling in Customer Service workspace

Service scheduling is available in the Customer Service workspace app.

• Select the + icon to expand the menu to view a list of forms, views, and activities, and then select either Service Activities or Scheduling to open the feature in a new tab.

• Service Activities

  

• Scheduling

  

See also

Create or edit a service
Add facilities and equipment
Schedule a service activity
Create resource groups
Use sites to manage your service locations
Navigate the service calendar