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Microsoft

Get started with Dynamics 365 Customer Service scheduling

Microsoft via Microsoft Learn

Overview

  • Module 1: Microsoft 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. Prepare for MB-230.
  • In this module, you will:

    • Get started with Customer Service scheduling.
    • Learn how to set up Customer Service scheduling.
    • Discover how to define resources.
  • Module 2: Learn how to define and schedule services with Microsoft Dynamics 365 Customer Service to provide service to customers at the organization's locations. Prepare for MB-230.
  • In this module, you will:

    • Learn how to define services.
    • Discover how to configure fulfillment preferences.
    • Learn how to create and schedule service activities.

Syllabus

  • Module 1: Set up Customer Service scheduling
    • Introduction
    • Set up service scheduling
    • Define resources
    • Check your knowledge
    • Summary
  • Module 2: Schedule services with Customer Service scheduling
    • Introduction
    • Set up fulfillment preferences
    • Create service activities
    • Schedule service activities
    • Check your knowledge
    • Summary

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