Course details
This course discusses the scheduling process, scheduling engine, and scheduling service activities in detail since they are key entry points in the scheduling process.
Course Outline
1 - Introduction
- 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
2 - Advanced Topics
- 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
Target Audience: 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.
Updated on 08 November, 2015Course Location
About New Horizons Ireland
With a very convenient location next to Jervis street in Dublin 1, we offer a wide range of IT and business skills courses and we can also send our instructors to your location.
We are 100% Irish owned, but we are also part of the largest independent IT Training Provider, New Horizons Computer Learning Centres who deliver more courses than any other IT training company.
Because we're local, we understand the needs of business and individuals in our community. Whether you choose to take classes in person or online, you're always welcome to call or stop by.
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