This task requires permissions that are found in all default service scheduling security roles Defined sets 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..More information about specific permissions and performing this task while offline: Service Scheduling Permissions
You can provide personalized customer service for your customers by recording their preferences regarding services The types of work performed for customers by one or more resources.Services are schedulable activities. and service times. These preferences become the default criteria the next time that a service activity A schedulable appointment to provide a service to a customer. A service activity uses one or more resources to perform a service at a specific time and place. is scheduled for the customer and they are offered in the Form Assistant pane.
In the Navigation Pane, click Workplace, and then under Customers, click either Accounts or Contacts.
In the list, open the record you want.
Under Details, click Information.
On the Administration tab, under Service Preferences, select the customer's preferred time and day for appointments.
Click the Preferred Service, Preferred Facility/Equipment, or Preferred User box to search for the appropriate record. You can select a record from a filtered list in the Form Assistant pane A search pane that displays a list of filtered records. The records displayed are determined by which field that you are in and what data that you enter. In some areas of Microsoft Dynamics CRM Online, you can also create a follow-up activity from the Form Assistant pane pane. Using the Form Assistant pane is an alternative to using the Look Up Records dialog box., or you can click the Lookup button to search for other records.