This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. or equivalent permissions.More information about specific permissions and performing this task while offline: Service Scheduling Permissions
You can add users People who have active user accounts in Microsoft Dynamics CRM Online., facilities The physical spaces, such as conference rooms or service bays, where service activities can be performed., equipment The tools or assets used to perform a service activity., teams Groups of users who share and collaborate on business records.A team can consist of members who all report to one business unit or members who report to different business units., and resource groups Groups of two or more resources (users, facilities, or equipment) that can be scheduled interchangeably. to a selection rule A set of criteria that specifies which personnel, equipment, facilities, or resource groups are required to perform a service, or how to select these resources, based on parameters such as quantity and capacity.. This procedure assumes that a selection rule has been created previously for this service A type of work performed for a customer by one or more resources. Services are schedulable activities..
In the Navigation Pane, click Settings, click Business Management, and then click Services.
In the list of services, open the service to which you want to add a selection rule.
On the Service form, click the Required Resources tab, and then click the selection rule in the right pane.
Selection rules appear in the tree beside .
Under the Common Tasks, you can do the following:
To add individual users, facilities, equipment or teams to the selection rule, click Add Resources.
In the Look Up Records dialog box, select the records you want to add. You can add as many records as you want, and they can be a mix of individual users, facilities, equipment, and teams.
To add resource groups to the selection rule, click Add Resource Groups.
In the Look Up Records dialog box, select the records you want to add. You can add as many records as you want.
If you select multiple users in the Look Up Records dialog box and click OK, the Save the selection as a Resource Group dialog box opens. If you want to create a resource group from the selected resources, click Yes, save the selection as a resource group with the name, enter a name in the box, and then click OK. The new resource group appears in the selection tree.
Can I do this task?
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