Schedule a service activity (Customer Service)

Dynamics CRM 2016

Updated: November 1, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Use this form to search for an available time for a service activity. You can either search for an open time using search criteria that, at a minimum, includes selecting a service, or you can define a more complex set of criteria. You can also create a service activity without checking for conflicts in the scheduled service. The service activity appears as a color block on the service calendar

You can’t create a recurring service activity. Create individual service activities as needed.