Set up Customer Service scheduling

Intermediate
Functional Consultant
Business User
Dynamics 365
Customer Service

Important

Power Virtual Agents capabilities and features are now part of Microsoft Copilot Studio following significant investments in generative AI and enhanced integrations across Microsoft Copilot.

Some articles and screenshots may refer to Power Virtual Agents while we update documentation and training content.

Dynamics 365 Customer Service includes capabilities to help you effectively schedule staff and other resources to provide service to customers at the organization's locations.

Learning objectives

In this module, you will:

  • Get started with Customer Service scheduling.
  • Learn how to set up Customer Service scheduling.
  • Discover how to define resources.

Prerequisites

Basic knowledge of the Dynamics 365 Customer Service application