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View availability calendars colleagues

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Posted on by CU20021453-0

If I want to schedule a new appointment via activities in d365 customer engagement, I want to be able to view the availability of my colleagues participating in the appointment. I need to be able to view their calendars. Is this possible? If so, how?

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Dynamics 365 Sales

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11manish 365 on at

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Yes, this is possible in Microsoft Dynamics 365.

While creating an appointment, you can use the Scheduling Assistant to view attendees’ availability (free/busy time).

Key requirement:

Calendar synchronization with Microsoft Outlook must be enabled (Server-Side Sync)

How it works:

Add attendees to the appointment

Open Scheduling Assistant

View their availability and select a suitable time

In short: enable Outlook sync and use Scheduling Assistant to check calendars.

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CU20021453-0 14 on at

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Thanks for your reply! I have enabled Server-Side Sync for the accounts, but I don't see the Scheduling Assistant appearing anywhere. Where do I configure this?

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Valantis 44 on at

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Hi @CU20021453-0,

here is another qay to schedule if the app is available for you. check also the links below for more info if needed

Go to Customer Service Hub → Scheduling tab.

Under Tools, select Service Calendar.

On the left, you’ll see a list of resources (your colleagues).

In the Type list, select Resource, and in the View list, select the resource view.

Use the search box to find a specific colleague.

The calendar will show their booked and available time slots. You can also:

Zoom in/out for better visibility.

Switch to List view for a tabular display of availability.

You can then create new appointments directly from the Service Calendar and the system will check for resource conflicts before confirming the booking. If there’s a conflict, a warning will appear, and you can choose whether to save or adjust.citeturn0search0

For detailed guidance:Microsoft Docs – Navigate the Service Calendar
Show appointments on the schedule board

let me know if that helped you.

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CU20021453-0 14 on at

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Hi @Valantis,

For me, the scheduling assistant is not visible in either the sales hub or the customer service hub. How do I make it visible?

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