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This course discusses the scheduling process, scheduling engine, and scheduling service activities in detail since they are key entry points in the scheduling process. It also discusses how to use service scheduling in situations that have complex scheduling requirements.
Module 1: Introduction
This module discusses the scheduling process, scheduling engine, and scheduling service activities in detail since they are key entry points in the scheduling process.
Lessons
Service Scheduling Overview
Service Scheduling Scenarios
Service Scheduling Process
Working with Service Activities and the Service Calendar
Closing, Canceling, or Rescheduling a Service Activity
Using Charts and Reports to Analyze Service Activities
Lab : Create a Service Activity with a Selection Rule
After completing this module, students will be able to:
Discuss key service scheduling concepts.
Compare service scheduling business scenarios.
Understand the service scheduling process flow.
Set up a Work Schedule for a User, Facility or Equipment.
Create service activities and navigate and book service activities in the Service Calendar.
Close, cancel or reschedule service activities
Analyze service activity information using charts.
Module 2: Advanced Topics
This module presents how to use service scheduling in situations that have complex scheduling requirements.
Lessons
Understanding the Service Activity Scheduling Engine
Resources, Services and Selection Rules
Incorporating Customer Preferences
Resource and Service Capacity Requirements
Understanding Sites and Same-Site Requirements
Lab : Schedule a Service with a Same-Site Requirement
After completing this module, students will be able to:
Identify the role and importance of the Service Activity Scheduling Engine.
Explain how service activity records synchronize with Microsoft Office Outlook in Microsoft Dynamics CRM.
Create and modify Selection Rules for the resources required to perform a service activity.
Incorporate customer preferences when scheduling service activities.
Configure resources and build selection rules to perform capacity scheduling.
Describe the importance of sites, how to associate resources with a site, and how to impose same-site restrictions on a resource selection rule.
This course is designed for new partners and customers of Microsoft Dynamics CRM that want to learn about the available service scheduling features in the Microsoft Dynamics CRM product.
Before attending this course, students must have: General working knowledge of customer relationship management General understanding of business processes General working knowledge of Microsoft Windows.
| Name | Code | Fee |
|---|---|---|
| Microsoft Certified Professional (MCP) - [] | USD 127 |
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