Service Calendar

The Service Calendar is separate from the other CRM Calendar. This is where all the scheduled Service Activities appear. By default the Service Activities that you own will sync to your Outlook calendar if you have the Outlook Client installed
. ServiceCalendar6.5
View [servicecalendar] in CRM 2011

Viewing the Service Calendar

From the top Navigation Bar, click or hover over Service. Next, select Service Calendar from the service tiles that now appear
. svccalendsteps6.5 View [ServiceCalendarsteps] in CRM 2011

Scheduling on the Service Calendar

On the ribbon click the Schedule icon, this will bring up two pop-up windows. 6-5schedSC View the [scheduleSC] in CRM 2011 The first window is the window on top. This window is where you will search and find the service you are going to schedule There is only one required field for this form, it is not surprisingly the Service field. It is after all the reason you are here; to schedule a service. There are three sections to this form

  1. Requested Service Activity
  2. Requested Time
  3. Available Times

6-5Servact
Click on the look up box of the Service field, this will bring up another pop up window.

You will notice that the Look for box is greyed out since you can only look for a service from this screen.

Click on the Look in drop down box and select the view appropriate to what you are looking for. Select the service you wish to schedule. Click ADD, and pop-up window will close.

6-5-lookupservc View Lookup Record in CRM 2011  You will notice that the service you selected is now in the Service field on the previous pop-up window. Underneath the Requested Time section you can search for an available appointment based on Start Date and Start Time. There are drop downs for each of these options. Choose the one that applies best to your request, and click Find Available Times. This will load all available times into the Available Times section. 6-5-findavtimes View Find Available Times in 2011 Find the date and time that you are looking for, select it by clicking the checkbox to the left, and click Schedule on the bottom of the page, this will close this pop-up and take you to the remaining window. 6-5-selectavtimes
View Select available time in 2011

On the second window you will want to add a Subject as it is a required field. Once a Subject has been entered click Save and Close.

6-5-EnterSubject
View Enter Subject in CRM 2011 

This window will close and it will take you back to the Service Calendar page. If you refresh the page, and you will see your scheduled Service Activity on the calendar under the resource you scheduled the Service under.

ServiceCalupdated
View Scheduled Service Activity in 2011

To learn more about the Service Calendar visit our blog:
Service Scheduling Part 2 in Microsoft Dynamics CRM.

Viewing Service Activities

You can also view Service Activities by navigating to the Workplace section and to Activities. There are several different views where you can see Service Activities. Your open Service Activities will show up under the default My Activities view, or you can see just Service Activities by changing the view.

myactivities13
View My Activities in CRM 2011

If you have the Outlook Client installed your Service Activities will also sync to Outlook as appointments.

mcmiller's daughter
View in CRM 2011

Additional Resources

For additional information about Service Scheduling you can visit these Microsoft resources.
CRM 2011: Service Scheduling Overview
Schedule and Appointment Entities
Video:  Simplify Scheduling with Services



Return to Top ▲Return to Top ▲