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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Using Service Activiti...
Microsoft Dynamics 365 | Integration, Dataverse...
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Using Service Activities within the Unified Interface

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Posted on by Community Member

Hi

I am looking for support and guidance on how the Service Activity entity works within the unified interface. My organisation currently use this however the bookings component and recording information appears to be different to how we currently record this data.

Could anyone point me in the direction of training material on this topic please or advise how the booking tab works?

Thanks Nikki

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  • Verified answer
    DA-18031954-0 Profile Picture
    DA-18031954-0 Microsoft Employee on at

    Hi Nikki,

    Can you confirm if you are migrating (or have already migrated) from legacy service scheduling on the web client to the new service scheduling experience on the Unified Interface?  Or, are you starting fresh in Unified Interface?

    Here are some good links to reference:

    - Migration Tool:  docs.microsoft.com/.../introduction-migration-entity-records

    - Understanding the new scheduling experience: docs.microsoft.com/.../basics-service-service-scheduling

    - Scheduling Service Activities:  docs.microsoft.com/.../schedule-service-activity-csh

    - Creating Bookable Resources:  docs.microsoft.com/.../resources-service-scheduling

    Best Regards,

    Danielle

  • Community Member Profile Picture
    Community Member on at

    Thank you Danielle for the links - I'll take a look at those.

    We are migrating from a legacy service to the Unified Interface.

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