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
Use this procedure to find the next available time based on a set of specific criteria. For example, if the customer wants your head mechanic to work on his bicycle, you can search the head mechanic's schedule for the next available time.
In the Navigation Pane, click Service, and then click Service Calendar.
On the Actions toolbar, click Schedule.
Note: If you click New, and then Service Activity, you will create a service activity without checking for available times.
On the Schedule Service Activity form, you must enter the following information:
Service
Locate and select the service you want to schedule. 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.
Duration
Do not clear the Use Default Duration check box and change the duration unless you want to schedule more time than the default duration of the service. The maximum duration of a service activity is 10 days.
Click Find Available Times. The next available times in the selected resource's schedule are displayed. If there is more than one page of records available to view in the list of records, use the Page arrows at the bottom of the list to view the additional pages.
Under Available Times click on the start or end time of the time you want to schedule, and then click Schedule. If you click the service or resource links, the related form opens.
The Schedule Service Activity form closes and Microsoft Dynamics CRM Online fills in the information from the selected time into the Service Activity form.
You must enter a subject. The first 12 characters appear on the Service calendar and the calendar in your Workplace.
You can save the service activity now, or continue to add information.
Customers
If this service activity is for a customer, you can locate and select the account or contact. 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 Lookup to search for other records.
Location
You can enter an address or room number where the service activity will occur.
Show Time As
If you want to change the initial status of the service activity, select a status from the list. If you select any of the statuses under Scheduled, that block of time on the schedule is set so that another service activity or appointment cannot conflict with it during automatic scheduling. Forced service activities and appointments might conflict.
Site
Changing the Site after you have selected a time for the service activity is not recommended. Resources are assigned to sites. If the selected resources are not available at the selected site, there might be conflicts. To record the specific room or address of the service activity, enter that information in the Location box on the Service Activity form.
Notes
You can add additional information about the customer and service activity in this area. For example, you could enter the symptoms of a problem, special requests by the customer, or any messages to pass on to the resources providing the service.
On the Details tab, you can select and locate a record in the Regarding box to link to this service activity. You can also set a Priority for the service activity, and record a Category and Sub-Category.
Click Save or Save and Close.
The service activity appears as a color block on the Service calendar, as well as on the calendar in the Workplace and Activities areas.
You can record a customer's preferences for a specific time, day, service, facility, equipment, and customer service representative in the customer record on the Administration tab. As you are scheduling a service activity, the customer's preference is displayed in the Form Assistant pane.
Notes
Changing any information in the Scheduling Information area after you have selected a time for the service activity is not recommended. Doing so might cause conflicts in the schedule.
In the list of possible service activity search results, you can click the Page Back arrow to initiate a new search. Paging back does not display the previous page.
to search for other records.
On the Service Activity form, enter any additional information about the service activity.