Configuring service scheduling includes the following tasks:
In Microsoft Dynamics CRM, resources are the personnel, facilities, and equipment that can be scheduled for a service activity.
More information: Work with Weekly Schedules
When you create services, you also define selection rules. You can either name each resource individually, or create a group of resources, such as a pool of service technicians, that can be used in multiple services. Personnel, facilities, and equipment can belong to more than one resource group.
You can also create conditional selection rules. You can refine your rules to take into account different skill levels, capacities, how difficult a service is to provide, and how busy or free a resource is in the schedule.
More information: Work with Services
You can view a list of resources and manage service activities in the Service calendar area.
When you create a new service activity, you can search for an available time based on your criteria, including by times or resources. At any time, you can check for conflicts in the schedule.
If your business uses workflow, you can create workflow rules and processes that include service activities.
More information: Schedule Service Activity
Work with the Workplace Calendar
Service Scheduling Permissions