![]() Make sure that you have the required security role or equivalent permissions. ISCHEDULE SERVICE INSTALLTo learn more, see Install the Scheduling solutions. To learn more, see Access scheduling in the Customer Service Hub.įor an existing Dynamics 365 Customer Service organization, you must install the service scheduling solutions from the Microsoft 365 admin center. You can access scheduling from Customer service hub app site map. The set up experience is different based on the following scenarios:įor a new Power Platform environment, by default, the Core Service Scheduling solutions is installed. More information: Use the schedule board to configure service activity The schedule board displays all the service configurations at one place to quickly schedule a service. Step 7: Book the service in the schedule board More information: Schedule a service activity More information: Create or edit a service in Service SchedulingĪ service activity is defined to look for the next available time slot to schedule the service and align resources as per requirement. They also specify the resources/resource groups they will need for the service. More information: Create and manage resource categoriesĬontoso now collates all the above inputs to create a bike repair service record for the customer. In the example, Bert Hair and Gilda Moss are grouped as Technicians and Bike repair workbench - 1 and Bike repair workbench - 2 are grouped as Workbenches. The resources are aligned in resource groups or resource categories. More information: Set work hours for the resources The availability of the resources is defined in the work hours section. Step 3: Set work hours for the resource, resource group or facility/equipment More information: Create and set up bookable resources Similarly, two more resources (facility/equipment) are created as Bike repair workbench - 1 and Bike repair workbench - 2, which are required to perform the service. In this example, two resources (contacts) Bert Hair and Gilda Moss are created. You can create all resource types using the Resource entity. More information: Create and manage organizational unitsĬontoso lists the resources required to perform the services. Organizational units are the locations where Contoso provides service to their customers. Let's see how Contoso accomplishes the task: With the various scheduling entities, they can plan service activities for their customers by considering the availability of resources, facilities, and equipment. Capacity and expert level for all personnel.Ĭontoso can benefit from the scheduling feature by quickly catering to their customers with their repair services.Work hours during which they perform their services.The types of bike repair services they offer.The personnel and equipment they need to perform those services.Geographical locations where they need to offer their services.To facilitate this process, Contoso needs to bring together the following information: The following scenario helps to understand how the scheduling capability lets you manage your service activities seamlessly:Ĭontoso bike repair schedules repair services for their customers. It also helps customer service organizations with improved service quality by preventing over-scheduling. It considers the availability of employees, facilities, and equipment to plan schedules accordingly. Scheduling, which is built on top of Universal Resource Scheduling (URS), provides an efficient way to schedule resources for service activity. Using Scheduling in Customer Service Hub, you can plan and schedule service activities for your customers by bringing together all your resources. Avoid disruptions in service by making sure that your resources are scheduled optimally and efficiently. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |