Within the Microsoft Dynamics CRM service scheduler, Resources consists of people, locations, or equipment needed for a specific service. To add either a location or piece of equipment, go to the Facilities/Equipment section:
From the top navigation bar, go to Settings –>Business Management.
On the right column of the main screen, select Facilities/Equipment.
Click New under the Facilities/Equipment ribbon, this will pop up a new screen.
Modify the appropriate fields and attributes for the facility or equipment including:
Name: This is the name of the resource. A resource as stated previously can be people, places or things. Some examples include nurses, doctors, exam rooms, stethoscope, x-ray or machine.
Business unit: This field is auto-populated and defaults to the Business Unit that the creator is assigned to. Business Units are part of the security structure in CRM.
Site: The physical location of the facility or equipment
Primary Email: Where messages related to this facility or equipment should be sent
Time Zone: This is the time zone of the facility or the time zone where piece of equipment is located
Work Hours: The hours the facility or equipment is able to be used (similar to the work hours of a resource)
You now can see your resources in the Facilities/Equipment tab.
Next, we’ll discuss resource groups within the customer service schedule.