Work Hours

Setting Up Work Hours in Dynamics 365

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 to setup work hours for a user in Dynamics 365:

Setting Work Hours for a User

  1. From the navigation bar, go to Settings > Security > Users.
  2. Open the user record for which you want to set work hours.
  3. In the navigation bar, click the arrow next to the name of the user. This will open related records options. Select Work Hours.
    Work Hours
  4. On the Monthly View ribbon, click Set Up. You’ll see a drop down with three options:
  • New Weekly Schedule
  • Work Schedule for One Day
  • Time Off

Monthly View

  1. Choose the selection that best fits your need. For this example, you will choose New Weekly Schedule. A new window will open.
  2. On this screen, you will be able to set different options for this resource’s 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; set whether business closures are being observed. Set the date range. You’ll need to input the Start and End dates and the time zone.

Weekly Schedule

  1. Once you are satisfied with your 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, select 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. Click Set Up to see a drop down menu with three options:
  • New Weekly Schedule
  • Work Schedule for One Day
  • Time Off
  1. Alternatively, you can double-click any date on the calendar.
    Edit Schedule
  2. Set the hours for the facility or the equipment item.  Click OK.

Set Facilities/Equipment Hours

Want More Dynamics 365?

Expert Training

Learn from a world-class PowerObjects training through our Dynamics 365 University.  If you found this content helpful, Project Service training might be useful for you.


More Free Dynamics 365 Training

In addition to free resources like The CRM Book, PowerObjects, An HCL Technologies Company provides additional resources via blogs, webinars, and more!  Check out out our main website for more content.