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Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

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Services

The Service Activities use Services to define and configure how time and resources will be managed when a user schedules a Service Activity.

For example, consider an IT company that has a service called Network Installation, which might take 3 hours to complete and that requires one of the three technicians to go to the customer’s office.

To set up this service example, follow these steps:

1. Go to the Service area and click Services. Then click the New button on the top navigation. The New Service form appears (see Figure 10.1).

Image

FIGURE 10.1 New Service window interface.

By default, each Service has the following required fields:

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