Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

To change the range of dates, click a date on the Calendar control and then drag to the end date.In the Calendar Pane, you can change the number of days that are displayed in the linear calendar by clicking any ofthe calendar options.You can use the Zoom scale to change how much of the calendar is available to view. For example, you can set thecalendar to display a whole week, or just a few hours. To view more of the calendar, click closer to the plus end of thescale. To view less of the schedule, click closer to the minus end of the scale. You can select specific date ranges toview in the From and To lists.Service CalendarUse the calendar to create, view, and edit service activities and appointments.More information: Navigating the Service CalendarFind the next available timeCan I do this task?This task requires permissions that are found in all default service scheduling security roles. Moreinformation about specific permissions and performing this task while offline: Service SchedulingPermissionsUse this procedure to find the next available times for a service. This is the fastest way to schedule a service activity.1. In the Navigation Pane, click Service, and then click Service Calendar.2. On the Actions toolbar, click Schedule.Note: If you click New, and then Service Activity, you will create a service activity withoutchecking for available times.3. On the Schedule Service Activity form, you must enter the following information:ServiceLocate and select the service you want to schedule. You can select a record from a filtered listin the Form Assistant pane, or you can click the Lookup buttonrecords.to search for otherDurationDo not clear the Use Default Duration check box and change the duration unless you wantto schedule more time than the default duration of the service. The maximum duration of aservice activity is 10 days.4. Click Find Available Times. The next available times are displayed. If there is more than one pageof records available to view in the list of records, use the Page arrows at the bottom of the list toview the additional pages.5. Under Available Times click on the start or end time of the time you want to schedule, and thenclick Schedule. If you click the service or resource links, the related form opens.The Schedule Service Activity form closes and Microsoft Dynamics CRM fills in the informationfrom the selected time into the Service Activity form.6. On the Service Activity form, enter any additional information about the service activity.SubjectYou must enter a subject. The first 12 characters appear on the Service calendar and the348 Microsoft Dynamics CRM 4.0 User’s Guide