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

7. 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.8. 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.Work with the Workplace CalendarUse the Workplace calendar to view by the day, week, or month and to create and edit appointments and serviceactivities.View the calendar in the Workplace areaCan I do this task?This task requires permissions that are found in all default security roles. More information about specificpermissions and performing this task while offline: Common Task PermissionsThe Workplace calendar displays the appointments and service activities to which you are a participant.1. In the Navigation Pane, click Workplace, and then under My Work click Calendar.2. On the calendar, you can change the view by doing any of the following:To change the calendar view, under Calendar Views, click one of the views:oooMonthThe calendar displays a monthly calendar.WeekThe calendar displays a 7-day week.DayThe calendar displays an hourly list for a single day.To view a summary of an appointment, on the calendar, place the cursor over theappointment.To view or edit the details of an appointment, on the calendar, click the appointment link. TheAppointment form opens.3. To change the dates displayed on the calendar, on the calendar control, click the arrows or a specificdate.Microsoft Dynamics CRM 4.0 User’s Guide 369