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Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide by Danny Varghese

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Setting up service scheduling

When setting up a service and scheduling it, the following steps may be involved:

  • Setting up work hours
  • Setting up business closures
  • Setting up time off
  • Setting up capacity scheduling
  • Creating facilities and equipment
  • Creating a site
  • Creating a service
  • Creating resource groups
  • Configuring customer service preferences

The first task to complete before setting up any service, is to make sure that every resource's (user, facility/equipment) work hours are set up. If this is not set up, an error will appear when scheduling the service. Note that all of the setup instructions shown in this section assume service scheduling is being set up for a resource that is a user. The same steps can be applied to facilities or equipment.

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