Work Hours

Work hours in Dynamics 365 is part of the service scheduling feature and is also used in Project Service. You can use work hours to set up the availability of a user, or for the operating hours’ for a facility or equipment. Here’s how:

Setting Work Hours for a User

1. From the navigation bar, go to Settings > Security > Users

2. Open the user record you want to set work hours for.

3. In the navigation bar, click the arrow next to the name of the user. This will open related records options. Select Work Hours.

 

4. On the monthly view ribbon, click on Set Up. You’ll see a drop-down with three options:

  • New Weekly Schedule
  • Work Schedule for One Day
  • Time Off

hrsoptions13
View Hours options in CRM 2011

5. Choose the selection that best fits your need. For this example, you will choose New Weekly Schedule. A new window will open.

6. On this screen, you will be able to set different options for this resources’ schedule:
    Set the recurring weekly schedule. Work hours can be set to be the same each day, vary by day, or none.
Check the Sun-Sat boxes for work days. Finally, set whether business closures are being observed.
    Set the date range. You’ll need to input the “Starting On” date and the time zone.

recurringwklyhrs13
View in CRM 2011

7. Once you are satisfied with you options, click Save and Close. You should go back to the calendar screen for the user and be able to see the updated work hours reflected.

Setting Work Hours for Facilities/Equipment

  1. From the navigation bar choose Settings > Business Management > Facilities/Equipment
  2. Select the resource record you want to modify and open the record
  3. Under the Common menu choose Work Hours

4. From the Set-Up drop down the same three options that were available for users is here for facilities and equipment

  • New Weekly Schedule
  • Work Schedule for One Day
  • Time Off

5. Alternatively, you can double-click any date on the calendar

6. Set the hours for the facility or the equipment item