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

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 thecalendar in your Workplace.You can save the service activity now, or continue to add information.CustomersIf this service activity is for a customer, you can locate and select the account or contact. Youcan select a record from a filtered list in the Form Assistant pane, or you can click Lookup tosearch for other records.ResourcesLocate and select the user, or facility and equipment that you want to schedule. You canselect a record from a filtered list in the Form Assistant pane, or you can click Lookup tosearch for other records.LocationYou can enter an address or room number where the service activity will occur.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 not recommended.Resources are assigned to sites. If the selected resources are not available at the selectedsite, 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.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.368 Microsoft Dynamics CRM 4.0 User’s Guide