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

subset of that type. )schedule (A list of times that a resource is available for work. Also, a list of service activities for a specific period oftime. )See also: service activity (A schedulable appointment to provide a service to a customer. A service activity uses one ormore resources to perform a service at a specific time and place. )security role (A defined set of privileges. The security role assigned to a user determines which tasks the user canperform and which parts of the user interface the user can view. All users must be assigned at least one security role inorder to access the system. )See also: access level (A security role setting that determines, for a given entity, who can access records. There arefour options: just the owner of the record, all users in the current business unit, all users in the current or childbusiness unit, or all users. ), privilege (A user's right to perform a specific action on a specific record type or to performa task. Privileges are assigned by system administrators to security roles. Users are then assigned security roles.Examples of privileges include Update Account and Publish Customizations. )selection rule (A set of criteria that specifies which personnel, equipment, facilities, or resource groups are required toperform a service, or how to select these resources, based on parameters like quantity and capacity. )service activity (A schedulable appointment to provide a service to a customer. A service activity uses one or moreresources to perform a service at a specific time and place. )See also: appointment (An activity represented by a time interval that has a start time, an end time, and a duration. Anappointment does not include a service or check for conflicts, and you cannot search for available times. ), service (Atype of work performed for a customer by one or more resources. Services are schedulable activities. )service coverage (The specific hours and days of the week for which service support will be provided. This is defined inthe contract template, but is not enforced by the system. )See also: allotment type (A unit of service, such as a case or a range of coverage dates, specified in a service contractthat indicates how much access a customer has to customer service. ), billing frequency (A pre-defined period of timethat specifies how often a customer should be billed. Common billing frequencies are monthly, quarterly, and annually.), contract line (A line item in a contract that describes the service support to be provided. A contract line often includespricing information and how support will be allotted. )service level (The type of service specified in a contract. The default levels are gold, silver, or bronze. Like medals in acompetition, gold denotes the highest level of service and bronze the lowest. The organization determines what eachservice level offers. Some common differentiations between levels include response time and access to specialists. )service restriction (A limitation of when a resource can perform a specific service. )share (To allow another user or team to have a specified amount of access to a record, such as a case, account, orcontract. For example, you can share an account with a team and specify that its members can read the accountrecord, but cannot have write access to it. )See also: assign (To specify the owner of a record, such as an account or case, or an activity, such as an e-mailmessage or phone call. Users can assign cases and activities to either a user or a queue. )SIC Code (Standard Industrial Classification code. A four-digit number assigned by the U.S. government to designatethe economic activity of a business. )site (A business location to which resources are assigned. A site is used to ensure that all resources required for aservice are in the same physical location. )Site Map (An XML representation of the structure of the Navigation Pane in Microsoft Dynamics CRM, including theareas, groups, and subareas where entities are displayed, and the privileges associated with each subarea. )Microsoft Dynamics CRM 4.0 User’s Guide 489