Service Scheduling in Dynamics 365 Customer Service is a great feature. It allows businesses to consider several factors and schedule their resources in the best possible manner. While on the one hand, it avoids disruption and facilitates optimal allocation & utilization of resources. On the other hand, it encourages efficiency and paves the way for exceptional customer service.
Businesses can seamlessly manage their service activities using the Service Scheduling feature in Dynamics 365 Customer Service. Further, while planning schedules, they can consider various aspects such as geographical location, equipment, employee availability & expertise, facilities, work hours, etc.
This blog lets us dive deeper and look at the main features of Service Scheduling in Dynamics 365 Customer Service.
Creation of Organizational Units
Businesses can set up organizational units by using Service Scheduling in Dynamics 365 Customer Service. Moreover, they can do so in terms of their business function, geographical locations, etc. Besides, setting up organizational units helps businesses organize their service locations for the customers.
Creation of Resources & Resource Groups
The Service Scheduling feature in Dynamics 365 Customer service enables businesses to schedule contacts, accounts, equipment, employees, etc., as a bookable resource. Moreover, it also allows them to group their bookable resource by type by creating different categories.
Defining Work Hours
Service Scheduling feature in Dynamics 365 allows businesses to set up work hours for their bookable resource. As a result, they can streamline their resource availability for service activities.
Creation of Service Record
The service record section in the Service Scheduling feature allows businesses to define the timeframe of service activity. Moreover, it also enables them to identify the resources required for a particular service activity.
Creation of Service Activity
Businesses can create service activities by using Service Scheduling feature. As a result, they can consider the next available time slot for scheduling and aligning resources as per customer requirements. Moreover, businesses can use the Schedule board to view the available resources and bookings.
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