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Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

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Service Activity

A Service Activity helps you schedule Appointments for resources associated with a service. Before creating Service Activities, you must define and create your business services as discussed in detail earlier in this chapter.

To create a new Service Activity from the Service Calendar interface, click the Service Activity button on the Command bar (see Figure 10.9).

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FIGURE 10.9 New Service Activity.

When creating a new Service Activity, you are required to enter a subject, a service, and the time (start and end dates) for the activity. Depending on the service selected, you might also be required to select one or more resources ...

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