These are the services that you offer to your clients, and they require one or more resources. You must have Resources created before you can create a Service.
Creating a service
From the home screen under Microsoft Dynamics CRM, select the Service tab.
Hover mouse over the Service section, then scroll to find and click on the Services tab.
View Creating services in CRM 2011
Now that you are in the Services tab, you can create a new service by clicking ‘New’ or through the quick create button on the top navigation bar.
View New Services in 2011
In the new, pop-up service window, fill in the following 4 required fields on this form:
Name – this is the name of the service.
Initial Status Reason – what status the scheduled service will begin as.
Default Duration – this is the duration of the service.
Start Activities Every – time blocks that a service can start at.
For example: if you want to have a service start every 15 minutes then select 15 minutess, top of the hour select 1 hour, top and bottom of every hour select 30 minutes, etc.
Once these are complete, save the record and move on to the Required Resources portion of the form.
Require Resources (Selection Rules)
The Require Resources section is where you specify what resources are required for a specific service.
Under the Require Resources section you will see Common Tasks and it will have five options
Add a Selection Rule, Add Resources, Add Resource Groups, Edit Selected Item and Remove Selected Item
View Required resources in 2011
If you double click the line with the blue gear (node) on it this will bring you to the edit a selection rule screen. There are some fields you can adjust depending on your need.
Quantity – All, and then 1-20
- Same Site
- Any Site
- Random (default)
- Least Busy
- Most Busy
Click on the following to bring up the Look Up screen in order to add resources.
Use the look up to gather the resources you want to add to this Service.
Check the resource you want to add to the Service and then click Add.
When you have added the applicable resources, click OK.
To add additional selection rules select the blue gear (node) line and then click Add a Selection Rule.
Once you are done setting up the Service record, click Save and Close.
To learn more visit our blog: Service Scheduling in Dynamics CRM Part 1.