The Microsoft Dynamics CRM service scheduling feature provides an efficient way to schedule people, resources, facilities and equipment in order to provide services to your customers. It is more helpful for some industries, such as healthcare, than others. It takes some initial effort and time to set up before end users can use it.
The service scheduler enables you to set up rules that will help you schedule services more efficiently. Instead of listing individual people, you are able to group people with similar skills into resource groups which are treated as pools. You are able to define facilities, locations, and equipment needed for the specific service. The scheduler will use these rules and preferences to suggest times, people and resources for that service. Once the service activity is scheduled it appears on the service calendar. CRM users that are being assigned services can look at their calendar and see what they have to do that day.
Jump to the following sections to learn more about how the service scheduler works: