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

Show Time AsIf you want to change the initial status of the service activity, select a status from the list. Ifyou select any of the statuses under Scheduled, that block of time on the schedule is set sothat another service activity or appointment cannot conflict with it during automaticscheduling. Forced service activities and appointments might conflict.SiteChanging the Site after you have selected a time for the service activity is notrecommended. Resources are assigned to sites. If the selected resources are not available atthe selected site, there might be conflicts. To record the specific room or address of theservice activity, enter that information in the Location box on the Service Activity form.NotesYou can add additional information about the customer and service activity in this area. Forexample, you could enter the symptoms of a problem, special requests by the customer, orany 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 serviceactivity. You can also set a Priority for the service activity, and record a Category and Sub-Category.7. Click Save or Save and Close.The service activity appears as a color block on the Service calendar, as well as on the calendar inthe Workplace and Activities areas.TipYou can record a customer's preferences for a specific time, day, service, facility, equipment, and customer servicerepresentative in the customer record on the Administration tab. As you are scheduling a service activity, thecustomer's preference is displayed in the Form Assistant pane.NotesChanging any information in the Scheduling Information area after you have selected a time for theservice 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 anew search. Paging back does not display the previous page.View a list of resourcesCan 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 SchedulingPermissionsYou can view a list of resources in the Service calendar area. The Service calendar includes a scalable, linear view ofthe resources' schedules.1. In the Navigation Pane, click Service, and then click Service Calendar.2. In the Type list, select the type of resource (user, resource, or facilities and equipment), and then inthe View list, select the view of that resource that you want to see.3. In the list of resources, you can do any of the following:Microsoft Dynamics CRM 4.0 User’s Guide 353