Are you being served? Follow a service activity from call to reservation
Published Date : January 1, 2008
The diagram in this article illustrates how you can schedule a service activity in Microsoft Dynamics CRM. A service activity is an appointment to provide a service to a customer. It uses one or more resources to perform a service at a specific time.
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Initiate - A customer calls to make an appointment.
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Request - The scheduler creates a service activity, selects a service that the customer wants, and then searches for availability within a time frame, such as “This Week.”
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Search - Microsoft Dynamics CRM uses the selection rule to search for available times in the work schedules of the resources that can perform the service.
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Reserve - The scheduler discusses the choices with the customer, who chooses one.
For step-by-step instructions about how to schedule a service activity, refer to Microsoft Dynamics CRM Help. (You can open Microsoft Dynamics CRM Help in the Web application by clicking Contents on the Help menu or in Microsoft Dynamics CRM for Outlook on the CRM menu by clicking Contents on the Help sub-menu.)
