The new Service scheduling on Unified interface is built on top of Universal resource scheduling. If you are using legacy Service scheduling on web client and are planning your move to Unified interface, you need to plan your migration of data from legacy Service scheduling data to the new one.
Once you plan your migration, you can do the following.
- Manually configure records in the new experience. For more information, see Configure entity records in the new scheduling experience, or,
- Migrate using the migration solution.
Get Migration solution
· Join the preview program on Insiders portal
Go to Dynamics 365 Service Scheduling – Migration to join the preview program on Insider portal and provide org details on which you’d like to enable the migration tool
· Install the migration solution
Go to Dynamics 365 admin center and follow the installation steps to install the migration solution. After successful installation, go to Customer service hub à Scheduling à Data migration
As part of the data migration, you’ll be able to migrate all the configuration and scheduling data associated with legacy Service scheduling
- Migrate configuration data
The following will be the snapshot of configuration data post migration
|Legacy Scheduling||New Scheduling|
|Facilities/Equipment||Facilities/Equipment, Resources||Migration tool migrates all the Facilities/Equipment and create Resources for every Facilities/Equipment. In the new scheduling, you’ll be able to schedule these Resources|
|Service||Service||Migration tool migrates all the Services to the new scheduling, and on each Service, maps the required resources (selection rule) on the legacy Services to Resource requirements on the new Services|
|Resource Groups||Resource Categories||Migration tool migrates all the Resource groups to Resource categories|
|Sites||Organizational Units||Migration tool migrates all the Sites to Organizational Units|
|Business Closure||Business Closure|
- Migrate Service activity scheduling data
The migrated Service activities will have equivalent Bookings for the resources that have been scheduled on legacy Service scheduling
Learn more about Service Scheduling migration tool
- The preview is currently supported in English
- Learn more about the Migration Tool, from the feature documentation
We are eager to see how you leverage the migration tool in your migration to the new Service scheduling experience, and we look forward to your feedback!