Scheduling CRM 2011 Service Activities In 7 Bullet Points

  1. Resources in CRM are users, facilities and equipment. These are required to perform a service.
    1. They each have a calendar of working hours which indicates when they are available
    2. They can each be given a site where they are used
  2. Resource groups can be used to group resources together to aid scheduling
  3. The business closure calendar indicates times when all resources are unavailable
  4. A service has selection rules which require certain resources.
  5. A service activity is scheduled using a service. Once a service is selected CRM generates available times based on the selection rules and working hours of the resources. Once scheduled a service activity will appear in the workplace calendar.

Video: http://www.youtube.com/watch?v=syTtn-IdCC4 (2.35)

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