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
In the Navigation Pane, click Settings, click Business Management, and then click Resource Groups.
On the Actions toolbar, click New.
In the Resource Groups form, enter information in the following fields:
You must enter a name for the resource group. Microsoft Dynamics CRM Online does not check that the name is unique.
To locate and select a business unit, click the Lookup button .
You can add a detailed description of this resource group, including the criteria that you used to determine which resources to add to the resource group.
After you save the record, Resources appears under Details.
Click Resources, and then on the Actions toolbar, click Add Resources.
In the Look Up dialog box, select the users, facilities/equipment, teams, or other resource groups to add to this resource group.
Adding other resource groups to a resource group is a good way to manage large numbers of resources. For example, you could add the resource groups of "senior technicians" and "junior technicians" to a resource group of "technicians."
Click OK to add the selected resources to the resource group.
Click Save or Save and Close.
Resource groups are published automatically when you save and close the form. If the new resource group does not appear in the list of available resource groups for a service, or if changes are not appearing, you can manually publish the change by clicking Publish on the Resource Groups page.
To remove a resource, select the resources you want to remove from the resource group, on the Actions toolbar, click More Actions, and then click Remove Resources. In the confirmation message, click OK.