#Microsoft dynamics 365 for customer service windows#
Often this could include morning / afternoon bookings or 2 hour windows etc.īelow you can see that if I try and book a 30 minute service activity, the schedule assistant is offering appointments literally every 30 minutes. – allow schedulers to search / view options as blocks of time.
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URS includes fulfilment preferences that allow us to choose how the schedule assistant results will be displayed. Therefore booking in intervals can help to create a plan which is more achievable. As booking back to back appointments might seem efficient but it gives no margin to allow for overruns, late running, longer than expected travel times etc. It may be easy for the customer and the dispatcher if a job was booked for 9:45am or 10am, rather than 9:37am.Īlso, we may often want to limit the number of appointments per time slot (or interval). Often time slots using “rounded” time values would be preferrable. Meaning if the assistant is run at 9:37am, then a time slots starting exactly at 9:37 maybe suggested. Often a booking will be suggested exactly at the next available time. Without any fulfilment preferences the schedule assistant will “simply” display results based on resource schedules and their earliest availability. We can use the schedule assistant to find availability from the schedule board or via the book option directly on service activities. In this post I will discuss some of the advanced scheduling concepts such as fulfilment preferences, rescheduling service activities and more. Meaning this post is one of several that I will create to cover all aspects of scheduling.
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You can hopefully see that scheduling is firstly a significant section of the exam and also that it covers numerous topics. In this post I will cover advanced scheduling concepts.īelow you can see an extract from the current skills measured statement for the MB 230 exam. As I revise I plan to publish blog posts that collectively will become a complete revision guide for anyone embarking on the same journey as me. This exam is for Microsoft Dynamics 365 and covers all aspects of customer service. I am currently revising for the MB-230 exam.