Using the Service Calendar in Dynamics 365
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 Dynamics 365 for Outlook client installed.
View [servicecalendar] in CRM 2011
Viewing the Service Calendar
From the Navigation Bar, click go to the Service module. Next, select Service Calendar.
View [ServiceCalendarsteps] in CRM 2011
Scheduling on the Service Calendar
On the command bar click Schedule, this will bring up two pop-up windows.
View the [scheduleSC] in CRM 2011
The first window is the window on top. This is the Schedule Service Activity window. 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. There are three sections to this form:
Requested Service Activity
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.
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.
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.
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.
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.
To learn more about the Service Calendar visit our blog:
Service Scheduling Part 2
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.
If you have the Outlook Client installed your Service Activities will also sync to Outlook as appointments.