Microsoft Dynamics CRM 2011: Service Scheduling In Microsoft Dynamics
CRM 2011

Product Description

Overview

This class discusses the scheduling process, scheduling engine, & scheduling service activities in detail since they are key entry points in the scheduling process. It also discusses how to use service scheduling in situations that have complex scheduling requirements.
This class is designed for new partners & customers of Microsoft Dynamics CRM that want to learn about the available service scheduling features in the Microsoft Dynamics CRM product.
Class Outline
Module 1: Introduction
This module discusses the scheduling process, scheduling engine, & scheduling service activities in detail since they are key entry points in the scheduling process.
Service Scheduling Overview
Service Scheduling Scenarios
Service Scheduling Process
Working with Service Activities & the Service Calendar
Closing, Canceling, or Rescheduling a Service Activity
Using Charts & Reports to Analyze Service Activities
Module 2: Advanced Topics
This module presents how to use service scheduling in situations that have complex scheduling requirements.
Understanding the Service Activity Scheduling Engine
Resources, Services & Selection Rules
Incorporating Customer Preferences
Resource & Service Capacity Requirements
Understanding Sites & Same-Site Requirements