welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

Scheduling Services in Microsoft Dynamics CRM 2013

By Anurag on 4/28/2014

Scheduling Services in Microsoft Dynamics CRM 2013 it's allow you to view your organization’s daily, weekly and monthly schedule of service activities and appointments. The key functional areas and entities used for scheduling a service in the Service Calendar are given below:

  • Resources
  • Work Hours / Capacity
  • Resource Groups
  • Sites
  • Selection Rules
  • Services

Define resources according by Users. Follow these steps.

Settings >> Administration > >Users

1. You can click WORK HOURS.

2. Open new window then you click 'Set Work Hours' according by users.


3. You can mention your work hours in the daily resource schedule available for you. Then you can click Save and Close Button.


Settings >> Business Management >> Facilities Equipment

Define resource according by users and work hours exactly as you have defined your service users.

4. Then you can click Save and Close.

5. Create Facilities/Equipment.

 

Go to Settings >>Business Management >>Services. 

 

6.  Firstly you need to define the name of your service. Click on “Save” then you can click Required Resources. See the screen shot below.  

7. Next, you can build your selection rules for how resources can be selected against your service activities.

A). Choose All From Any Site click on open new window. See the screen shot Right side then Ok Button then you can click 

B). Click on Add Resources Mark in Black colors. See the screen shot below for Select Resources then Add Resources.

Schedule a Service Activity in the Service Calendar. Microsoft Dynamic

CRM>> Services>>Service Calendar

It is available in Services.

 

When Service Activities can be created in the Service Calendar as well as normal Appointment activities and will appear as a color block.

 

In left hand side, your service resources are listed on the calendar and you have the ability to see a daily, weekly or monthly view for a defined date range.

 

 

8. You can select any Resource then Click SCHEDULE Button mark in Black color.

 

 



9. See the screen shot below.

 

 

10. See the screen shot. Below then “Save” Button.


 

11. Your Scheduled Service Activity will now appear in the Service Calendar against the selected resource. 

 

 
MS CRM 2013
Scheduling Services
Author
Blog Calendar
Blog Calendar List
2024 Apr  18  4
2024 Mar  33  4
2024 Feb  28  3
2024 Jan  8  7
2023 Dec  14  6
2023 Nov  45  5
2023 Oct  118  12
2023 Sep  245  9
2023 Aug  63  7
2023 Jul  31  5
2023 Jun  20  4
2023 May  43  5
2023 Apr  35  5
2023 Mar  98  6
2023 Feb  111  5
2023 Jan  40  4
2022 Dec  94  7
2022 Nov  254  2
2022 Sep  13  1
2022 Aug  28  2
2022 Jun  7  2
2022 May  4  2
2022 Apr  6  2
2022 Mar  2  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  4  1
2021 Nov  2  1
2021 Oct  2  1
2021 Sep  12  1
2021 Aug  38  5
2021 Jul  36  4
2021 Jun  1244  5
2021 May  31  3
2021 Apr  2036  3
2021 Mar  189  5
2021 Feb  2142  7
2021 Jan  3106  9
2020 Dec  446  7
2020 Sep  74  3
2020 Aug  685  3
2020 Jul  128  1
2020 Jun  75  3
2020 Apr  69  3
2020 Mar  13  2
2020 Feb  28  5
2020 Jan  34  7
2019 Dec  17  4
2019 Nov  30  1
2019 Jan  23  2
2018 Dec  71  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  1152  11
2018 Aug  7  2
2018 Jun  14  1
2018 Jan  68  2
2017 Sep  585  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  62  2
2017 May  21  1
2017 Apr  35  2
2017 Mar  135  4
2017 Feb  784  4
2016 Dec  204  3
2016 Nov  833  8
2016 Oct  307  10
2016 Sep  704  6
2016 Aug  39  1
2016 Jun  1876  6
2016 May  110  3
2016 Jan  71  2
2015 Dec  484  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1464  6
2015 Aug  14  1
2015 Jul  128  2
2015 Jun  11  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5335  4
2014 Dec  17  1
2014 Nov  2257  4
2014 Oct  68  1
2014 Sep  107  2
2014 Aug  5280  1
2014 Jul  49  2
2014 Apr  2578  12
2014 Mar  301  17
2014 Feb  220  6
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  690  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  214  1
2013 Apr  57  6
2013 Mar  2292  10
2013 Feb  127  3
2013 Jan  343  2
2012 Nov  57  2
2012 Oct  499  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote