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Use sites to manage your service locations (Customer Service app)

Create sites to define the locations where you provide service to your customers. When you’re scheduling resources, you can define which resources will work on which site.

Important

With the latest release of Dynamics 365 Customer Service app, the new Service Scheduling is now available in the Customer Service Hub sitemap. We recommend that you create using the new experience. More information: Create and manage organizational units

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

  2. Go to Settings > Business Management.

  3. Select Sites.

  4. On the Actions toolbar, select New.

  5. Fill in your information. Use the handy tooltips as a guide.

  6. Select Save.

  7. To add resources, under Common, select Resources, and then select Add Resources.

  8. In the Look Up Records dialog box, in the Look For drop-down list, you can add facilities/equipment or users as resources.

  9. From the list of records, double-click a resource, and select Add.

  10. Select Save and Close.

Create or edit a service (Customer Service app)

Schedule a service activity (Customer Service app)