Facilities and equipment are resources you use to perform services for your customers. Facilities can be physical spaces like service bays or conference rooms, and equipment could be tools or other assets. Add these resources to Dynamics 365 Customer Service to ensure optimal services to your customers.
Add facilities or resources
Before you begin, make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.
Navigate to the Customer Service admin center or Customer Service Hub app, and perform the following steps:
In the site map, select Service Scheduling in Operations. The Service Scheduling page appears.
In the Facilities/Equipment section, select Manage.
The Local Facilities/Equipment view is displayed. You can switch between various system views using the drop-down list.
Select New.
Fill in the information as required:
Name: Enter the name of the facility or equipment you want to add for service scheduling.
Business Unit: Dynamics 365 Customer Service enters the business unit automatically. To select a different business unit, select the Lookup button, and then select the business unit from the list.
Site. Select the location where the facility or equipment is located.
Make sure the site and customer are in the same location. Resources for a given service activity should also be located at the same site.
Primary Email: Enter the email address of the site manager or equipment manager. If there are any updates or cancellations related to the schedule, facilities, or equipment, notifications are sent to this email address.
Time Zone: Select the appropriate time zone to determine availability for the facility or equipment. By default, this is set to the time zone you’ve selected in the General tab of the Set Personal Options page. More information: Set personal options
Description: Add details about the facility or equipment, such as the numbers, size, make, or model.
When you're finished entering details, select Save or Save & Close.
Coming soon: Throughout 2024 we will be phasing out GitHub Issues as the feedback mechanism for content and replacing it with a new feedback system. For more information see: https://aka.ms/ContentUserFeedback.
Facilities and equipment are resources you use to perform services for your customers. Facilities can be physical spaces like service bays or conference rooms, and equipment could be tools or other assets.
Facilities and equipment are resources you use to perform services for your customers. Facilities can be physical spaces like service bays or conference rooms, and equipment could be tools or other assets.
Open a resource record and select New > Working hours. Set the start and end time of the resource's work hours and choose a repeat pattern. Use the Custom repeat patter for recurring working hours, where resources can have different working hours on different days of the week.
Resource scheduling is the process of identifying when project resources are needed and allocating them based on factors such as capacity planning or resource availability. The main purpose of resource scheduling is to guarantee that there's no over or under-allocation of resources at any point of the project.
Facility is a noun with several different meanings. Often, as in "storage facility," it's a place designed for a specific use, but it can also mean an effortlessness or ease with something. The new stadium is a great facility for showing off Olympic winter sports.
Regardless of that purpose — commercial activities in an office building, educational pursuits in a school, medical care in a hospital, manufacturing processes in an industrial plant — a facility usually includes systems, equipment, furniture, and other assets that together create an environment that enables its ...
The Equipment and Facilities Manager is responsible for and supervises the maintenance, care, and efficient operation of all equipment and facilities used by the organization.
Hobby: Shopping, Table tennis, Snowboarding, Rafting, Motor sports, Homebrewing, Taxidermy
Introduction: My name is Duncan Muller, I am a enchanting, good, gentle, modern, tasty, nice, elegant person who loves writing and wants to share my knowledge and understanding with you.
We notice you're using an ad blocker
Without advertising income, we can't keep making this site awesome for you.
