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Introduction to migration of legacy Service scheduling data

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Using the new scheduling experience in Customer Service Hub, you can schedule all your resources optimally and efficiently to plan service activities for your customers. You can now migrate your data to the new scheduling experience using the data migration wizard in the Customer Service Hub app.

To learn more, see Understand the new scheduling experience.

Consider the following scenarios before you begin migration:

  • If you haven’t been using the legacy scheduling experience and you're setting it up for the first time in the Customer Service Hub app, see Set up the new scheduling experience.

    Note

    As an admin, you should configure all your entity records in the new experience manually from the user interface. You must follow the order as given in the Scheduling scenario while configuring entity records in the new scheduling experience.

  • If you've been using the legacy scheduling experience and plan to migrate to the new scheduling experience in the Customer Service Hub app, use the migration solution. The new migration package lets you migrate scheduling entity records. To learn more, see Migrate entity records and Install Scheduling solution.

Install Scheduling solution

  1. Go to Microsoft 365 admin center.

  2. Select ... Show all > Admin centers > Dynamics 365. Dynamics 365 opens in a new tab.

    Microsoft Admin Center.

  3. In the Dynamics 365 Administration Center, under the Instances tab, select an instance type from the drop-down.

  4. Select the edit icon next to solutions. The Manage your solutions page appears.

  5. In the Manage your solutions page, select Service Scheduling Migration. The status column shows Not installed.

  6. Select the install icon next on the Service Scheduling Migration card. The Terms of service page appears.

  7. In the Terms of service page, read the terms and conditions and then select Install. The installation may take few minutes.

After successful installation, you can access scheduling in the Customer Service Hub sitemap.

See also

Plan your migration

Migrate entity records