Find the next available time before creating a service activity

Avoid conflicts while scheduling services by finding the time the resources are available beforehand.

Make sure you have the Scheduler role or equivalent permissions.

Check your security role
1. Follow the steps in View your user profile.
2. Don't have the correct permissions? Contact your system administrator.
Navigate to the service calendar, and open the Schedule Service Activity dialog box.

If using the CRM web application
1. On the nav bar, click or tap Microsoft Dynamics CRM > Service. Then, click or tap Service > Service Calendar.
2. On the command bar, click or tap Schedule.
If using CRM for Outlook
1. Click or tap your organization.
2. Click or tap Service > Service > Service Calendar.
3. In the Actions group, click or tap Schedule.
On the Schedule Service Activity form, type or change information in the text boxes.

Hovertips provide hints about what to enter.
- Under Requested Time, select criteria for the times you want:
  - To search for a time on a specific date, in Start Date, select Specific Date, and then enter the date you want.
  - To search within a range of dates, select Range of Dates, and then enter the On or After and On or Before dates. You can also select specific days of the week.
  - You can also search for times based on dates relative to the current date, such as Today, Tomorrow, This Week, Next Week, or Next Month.
  - Similarly, to search within specific range of time, in Start Time, select Specific Time, Range of Times, or Morning, Evening, Afternoon.
  - Do not clear the Use Default Duration check box and change the duration unless you want to schedule more time than the default duration of the service. The maximum duration of a service activity is 10 days.
Click or tap Find Available Times. The next available times are shown.
Under Available Times, select the time for which you want to schedule the service activity, and then click or tap Schedule.

The Schedule Service Activity form closes, and Microsoft Dynamics CRM fills in the information from the selected time in the Service Activity form.
Type or modify information in other text boxes, as required.

Hovertips provide hints about what to enter.
When you're ready to save your data, click or tap Save.

The service activity appears as a color block on the Service calendar.

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