Getting Started

8 steps to get started with managing services

The 8 items in this article cover the basics for getting started managing services for the service scheduling features in Microsoft Dynamics CRM Online. The Resource Center also includes many articles for taking full advantage of the Service Scheduling features. For a complete list, visit the Resource Center by clicking Resource Center on the left navigation pane. And, for yet more information, see the Help.

It is possible that the terminology used in Microsoft Dynamics CRM Online has been customized.

Key steps

  1. Learn the service terminology
  2. Video is worth a thousand words
  3. Define a selection rule
  4. Know when to use ALL or Quantity in a selection rule
  5. Understand capacity versus effort
  6. Add resources to existing services
  7. Use resource groups
  8. Test your service

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