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

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Click Save or Save and Close.If one or more of the participants (including you as the originator) have a service activity orappointment during this time, a warning appears. You can click Ignore and Save to save theappointment anyway.The new appointment appears in the calendar and list of activities for the participants. If the owneris not a participant, the activity will not appear in his or her calendar.NotesAppointments created in the Web application and synchronized with Microsoft Dynamics CRM forOutlook automatically set a 15-minute reminder and appear in the Outlook calendar. You canchange the reminder in Outlook.To re-open a canceled appointment, on the Actionsmenu, click Reactivate.Find 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 serviceactivity.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.372 Microsoft Dynamics CRM 4.0 User’s Guide
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.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.Microsoft Dynamics CRM 4.0 User’s Guide 373
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Microsoft Dynamics CRM 4.0 User’s
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Table of ContentsChapter 1: Getting
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Chapter 3: Marketing ..............
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Chapter 1: Getting StartedThis chap
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Customer Service ManagementThe Cust
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Information in the Resource Center
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ToPressMove to the next option or o
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utton .Use an asterisk (* ) as a wi
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In any list, select multiple record
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Clear, delete, or group search crit
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a. In the Activities list, in the T
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Delete a saved search3. On the Stan
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Microsoft Dynamics CRM.Business Uni
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NoteYou cannot update an attached f
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From the Reports areaa. In the Work
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3. Click Enter Value, and enter a v
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The following export formats are in
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DueEnter the date and time that the
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is displayed as long as the receipi
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NotesWhen you close an activity, th
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CustomerYou must click the Lookup b
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In the Assign to Queue or User dial
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Attach a fileCan I do this task?Thi
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5. On the General tab, in the Recor
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To search all records on all pages
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ooYou can use the Modified On colum
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2. Select the record or records tha
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You cannot create a new contact or
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Assign to another userClick the Loo
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Or, select multiple recordsSelect s
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use Track in CRM.Copy a shortcut. O
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width (in pixels) that you want, an
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There is potential for data loss if
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To ensure that the file is exported
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Notes and attachmentsYou can delete
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A record will only import if all Mi
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9. After reviewing the details, if
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The Created On and Modified On attr
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. Click Browse, select the comma-se
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TipIf you create a data map that yo
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Add any file or link to a Web page
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To adjust the width of a column, cl
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6. In the list of available records
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Configure sortingTo change the sort
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If you export a dynamic worksheet o
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If the recipients are in the same d
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To select a report from a record or
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To install the required control, cl
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Competitor Win Loss ReportUse this
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Web linksStatic filesDynamic files
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- OR -To start from a copy of an ex
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Column width. Width of the column h
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ooForms for related record typesRep
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Only reports that relate to the cur
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To page through the report, on the
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Add a report without using the Repo
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If you use the Microsoft Dynamics C
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share the.RDL file with the report
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g. To ungroup a group, click the Op
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If the report is enabled for pre-fi
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Create, edit, or copy a report usin
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a. For each row you want to group,
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oShow chart. To view data for a cha
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Make a report available for externa
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a. In the Microsoft Dynamics CRM Re
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Use Microsoft Office Word 2003Can I
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3. On the Actions menu, click Make
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TipTo share your new file with othe
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4. On the Actions toolbar, click Se
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7. If necessary, you can add or del
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While working with quotes, removing
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7. Click OK.Microsoft Dynamics CRM
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RegardingThis field is used to link
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DueIf you are not sending your e-ma
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Close an activityCan I do this task
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6. Click Save or Save and Close.Not
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Assign an activity to a user or que
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Work with Integrated Instant Messag
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More information: Creating and Usin
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Sending and Replying to E-Mail Mess
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To attach an articlea. To look up a
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This procedure does not create an O
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After a message is sent, the status
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Set the option to send and receive
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Convert an activity to a caseCan I
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You can enter a description of the
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Increasing Your EfficiencyPersonali
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2. In the Set Personal Options dial
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Create the duplicatesThis option al
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Create or edit an e-mail templateCa
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Set how your e-mail is trackedCan I
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In the above options, if you chose
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You can export to a static or dynam
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Create, Edit, or Copy a Report Usin
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However, rows with field values fro
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oShow chart. To view data for a cha
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From the Reports areaa. In the Work
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. To group criteria, you must selec
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ExcelView the report in Microsoft O
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Parent ReportIf this report is a su
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Lists for related record typesRepor
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Edit the default filter for a repor
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2. Download the report from Microso
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Create one-time or scheduled Report
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- OR -To edit an existing report, s
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Column width. Width of the column h
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ooForms for related record typesRep
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Edit a default report or create a R
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language in their personal options.
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Use Microsoft Office Word 2007Can I
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4. Continue with the Query Wizard.
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Using the Knowledge BaseUsing Artic
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View unpublished articlesCan I do t
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Using workflowsYou use workflows by
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Send an e-mail notificationStart a
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Conditional Branch. Adds a conditio
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5. Click the field where you want t
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Create or edit an announcementCan I
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c. In Common Tasks, click Add Colum
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Managing Customer RelationshipsMana
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postal code can provide basic geogr
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ooFaxThe selected option simply pro
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NoteYou cannot set up duplicate rel
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Party 2Select the customer record t
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For Selected RecordsSelect this opt
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NoteThis topic documents the list o
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oMailThe selected option simply pro
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5. Click Save or Save and Close.Rep
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However, you can also click the Loo
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For Selected RecordsSelect this opt
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Use this report to identify account
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Create or edit a leadCan I do this
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oMailThe selected option simply pro
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NotesBased on the security privileg
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Reactivate a closed leadCan I do th
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a. In the Navigation Pane, click Ma
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Work with OpportunitiesOpportunitie
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When the Look Up Records dialog box
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To remove a relationship, open the
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Close an opportunityCan I do this t
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Default sales reportsThe following
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2. On the Actions toolbar, click Ne
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Add or remove opportunities for a c
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9. Under Details, click Documents.1
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Selecting recipients for the quick
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You cannot add additional records t
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When you first create a quote it ha
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You must manually enter the tax amo
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Price ListSearch for and select the
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The mail merge process creates two
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You must enter the date in the form
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CurrencySelect the currency in whic
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ecords are created every five minut
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CurrencySelect the currency in whic
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TipWhen the Look Up Records dialog
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Bill To AddressEnter the address wh
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Lock or unlock the price for an ord
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Running CampaignsPlanning Campaigns
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Page 340 and 341: Using Marketing ListsCreating and M
Page 342 and 343: Add members to a marketing listCan
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Page 346 and 347: 5. Create a query to find the list
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Page 351 and 352: Chapter 4: ServiceThis chapter expl
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Page 355 and 356: calendar in your Workplace.You can
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Page 367 and 368: 2. On the Actions toolbar, click Sc
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Page 371 and 372: 2. On the Actions toolbar, click Ne
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Page 375 and 376: 7. On the Details tab, you can sele
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Page 385 and 386: example, you could enter the sympto
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Page 393 and 394: . In the Contract form, on the Acti
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Page 399 and 400: Recording Entitlements Through Cont
Page 401 and 402: Resolve potential duplicate records
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Page 407 and 408: RemindersAfter synchronization with
Page 409 and 410: 5. To save your changes and close t
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Page 413 and 414: More information: Set Personal Opti
Page 415 and 416: when you are working offline, they
Page 417 and 418: If a tracked activity is deleted fr
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This procedure does not create an O
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After a message is sent, the status
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Save Record.- OR -NotesIf your new
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NotesIf your new or updated record
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Before you go offline, you can sele
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The Data Group tab lists existing d
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More information: Set Personal Opti
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Set address book options in Microso
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Synchronize with Microsoft Outlook
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Resolve data synchronization errors
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TroubleshootingAccessing Parts of t
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Work with Security RolesControlling
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Importing DataHow do I link address
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What does the message mean that I g
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How can I find all records that don
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Export Data to ExcelRunning Reports
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4. In the Encoding list, click Unic
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e-mail activities created?Microsoft
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Why am I receiving e-mail messages
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Why can't I fix some of the synchro
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Why are Outlook appointments not ap
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General Issues with Microsoft Dynam
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Synchronizing InformationWhen I upg
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Why can't I go back online?This usu
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Running Reports - TroubleshootingCr
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Why do I receive the error "SRS soa
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GlossaryAaccept (To move a case int
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ase currency (The primary or defaul
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conditional branch (An element of w
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number of recipients. The e-mail go
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Import Data Wizard (A wizard used t
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opportunity (A potential revenue-ge
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qualify (To verify that a record fi
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subset of that type. )schedule (A l
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Tteam (A group of users who share a
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workflow scope (The range of record
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