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Schedule and appointment entities

Applies To: CRM 2015 on-prem, CRM Online

Microsoft Dynamics CRM provides capabilities to address appointment-based service scheduling. You can define services, resources and work schedules, and service locations. A scheduling engine manages booked appointments and service availability, and can be tuned to optimize scheduling to reduce costs and required resources.

The entity model for the scheduling engine includes a core set of entities: Service, Resource, Calendar and Site. Other entities describe resource requirements, constraints, calendar rules, and a schedule.

The following messages can be used for scheduling appointments, recurring appointments, and service appointments (service activity).

 

Message Description

BookRequest

Creates an appointment, recurring appointment, or service appointment (service activity), and calls the scheduling engine to make sure that it is valid for all constraints without any scheduling conflicts.

RescheduleRequest

Reschedules an appointment, recurring appointment, or service appointment (service activity), and calls the scheduling engine to make sure that it is valid for all constraints without any scheduling conflicts.

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Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online
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