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 Nov  9  1
2024 Aug  6  1
2024 Apr  54  4
2024 Mar  136  4
2024 Feb  275  3
2024 Jan  31  7
2023 Dec  35  6
2023 Nov  403  5
2023 Oct  522  12
2023 Sep  1344  9
2023 Aug  366  6
2023 Jul  47  6
2023 Jun  26  4
2023 May  44  5
2023 Apr  68  5
2023 Mar  192  6
2023 Feb  161  5
2023 Jan  68  4
2022 Dec  95  7
2022 Nov  284  2
2022 Sep  13  1
2022 Aug  32  2
2022 Jun  11  2
2022 May  6  2
2022 Apr  12  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  14  1
2021 Aug  49  5
2021 Jul  50  4
2021 Jun  1698  5
2021 May  42  3
2021 Apr  2216  3
2021 Mar  211  5
2021 Feb  2600  7
2021 Jan  3866  9
2020 Dec  538  7
2020 Sep  80  3
2020 Aug  773  3
2020 Jul  135  1
2020 Jun  96  3
2020 Apr  93  3
2020 Mar  19  2
2020 Feb  34  5
2020 Jan  48  7
2019 Dec  17  4
2019 Nov  38  1
2019 Jan  23  2
2018 Dec  116  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  1237  11
2018 Aug  7  2
2018 Jun  18  1
2018 Jan  70  2
2017 Sep  589  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  64  2
2017 May  21  1
2017 Apr  38  2
2017 Mar  139  4
2017 Feb  834  4
2016 Dec  207  3
2016 Nov  942  8
2016 Oct  319  10
2016 Sep  778  6
2016 Aug  39  1
2016 Jun  1884  6
2016 May  112  3
2016 Jan  72  2
2015 Dec  669  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1471  6
2015 Aug  14  1
2015 Jul  129  2
2015 Jun  11  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5347  4
2014 Dec  17  1
2014 Nov  2260  4
2014 Oct  69  1
2014 Sep  107  2
2014 Aug  5327  1
2014 Jul  49  2
2014 Apr  2592  12
2014 Mar  307  17
2014 Feb  222  6
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  694  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  214  1
2013 Apr  61  6
2013 Mar  2366  10
2013 Feb  131  3
2013 Jan  350  2
2012 Nov  61  2
2012 Oct  518  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote