Sites

Sites are the physical locations where work is done and resources are to be assigned in the service scheduling. When creating a Site, the only required information is the location name (see Figure 12.13).

Image

FIGURE 12.13 Creating a site.

After the Site has been created, you can assign resources consisting of either users or facility/equipment to it by selecting Resources from the side navigation (see Figure 12.14).

Image For more information on service scheduling, refer to Chapter 10, “Working with Services.”

FIGURE 12.14 Adding resources to a site. ...

Get Microsoft Dynamics CRM 2013 Unleashed now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.